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Affiliated Managers Group
AMG

Overview Fund Activity

363 hedge funds and large institutions have $5.37B invested in Affiliated Managers Group in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 121 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+37
Holders Change %
+11.35%
% of All Funds
5.86%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
73
Increased
121
Reduced
117
Closed
32
Calls
$9.93M
Puts
$9.11M
Net Calls
+$823K
Net Calls Change
+$1.57M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$439M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$41.4M
3
Lazard Asset Management
Lazard Asset Management
New York
$26.2M
4
CCP
Clarkston Capital Partners
Michigan
$354M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$34.1M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
$489M
2
SAM
Southeastern Asset Management
Tennessee
$148M
3
KP
Kiltearn Partners
United Kingdom
$134M
4
Victory Capital Management
Victory Capital Management
Texas
$3.95M
5
SCM
Spyglass Capital Management
California
$66.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
326
Bell Investment Advisors
California
$7.13K +$1.27K +8 +22%
QT
327
Quantbot Technologies
New York
$6.81K +$6.81K +43 New
CAM
328
ClariVest Asset Management
California
$6K +$6K +37 New
MPWT
329
MassMutual Private Wealth & Trust
Connecticut
$5K -$1.77K -12 -26%
Bessemer Group
330
Bessemer Group
New Jersey
$5K +$5K +34 New
SC
331
Schubert & Co
Texas
$4.91K -$317 -2 -6%
WBC
332
West Branch Capital
Massachusetts
$4.91K – – –
QL
333
Quarry LP
New York
$4.75K +$4.75K +30 New
ADL
334
Asset Dedication LLC
California
$4K -$1.39K -8 -26%
VCM
335
Vigilant Capital Management
Maine
$4K – – –
CFO
336
CVA Family Office
Colorado
$3.96K -$9.51K -60 -71%
MCC
337
Money Concepts Capital
Florida
$3.49K -$7.29K -46 -68%
MFT
338
Moisand Fitzgerald Tamayo
Florida
$3.49K +$3.49K +22 New
AF
339
Advisornet Financial
Minnesota
$3.33K +$3.17K +20 +2,000%
CFD
340
Creative Financial Designs
Indiana
$3.17K – – –
LFG
341
Larson Financial Group
Missouri
$3.17K +$3.17K +20 New
EARNEST Partners
342
EARNEST Partners
Georgia
$3.01K – – –
PTC
343
Private Trust Company
Ohio
$3K +$167 +1 +6%
CWP
344
Concord Wealth Partners
Virginia
$2.85K +$2.85K +18 New
FMII
345
Farmers & Merchants Investments Inc
Nebraska
$2.69K – – –
Creative Planning
346
Creative Planning
Kansas
$2.69K +$2.69K +17 New
ZIG
347
Zullo Investment Group
Pennsylvania
$2.54K – – –
SIC
348
SJS Investment Consulting
Ohio
$2.38K +$1.27K +8 +114%
GWS
349
Glassman Wealth Services
Virginia
$2.22K – – –
AF
350
Allworth Financial
California
$2.06K +$792 +5 +63%
12 13
14
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