We are live on ! Find out more
AMG icon

Affiliated Managers Group

366 hedge funds and large institutions have $5.38B invested in Affiliated Managers Group in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

33% more capital invested

Capital invested by funds: $4.05B → $5.38B (+$1.34B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more funds holding

Funds holding: 329366 (+37)

9% more call options, than puts

Call options by funds: $9.93M | Put options by funds: $9.11M

4% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 117

2.06% less ownership

Funds ownership: 94.94%92.88% (-2.1%)

Holders
366
Holders Change
+37
Holders Change %
+11.25%
% of All Funds
5.88%
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
122
Reduced
117
Closed
32
Calls
$9.93M
Puts
$9.11M
Net Calls
+$823K
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
326
Farther Finance Advisors
California
$8.55K +$7.64K +54 New
DAM
327
Delta Asset Management
Tennessee
$8.4K +$7.5K +53 New
JWA
328
JFS Wealth Advisors
Pennsylvania
$7.76K +$849 +6 +14%
BIA
329
Bell Investment Advisors
California
$7.13K +$1.13K +8 +22%
QT
330
Quantbot Technologies
New York
$6.81K +$6.08K +43 New
CAM
331
ClariVest Asset Management
California
$6K +$5.23K +37 New
MPWT
332
MassMutual Private Wealth & Trust
Connecticut
$5K -$1.7K -12 -26%
Bessemer Group
333
Bessemer Group
New Jersey
$5K +$4.81K +34 New
SC
334
Schubert & Co
Texas
$4.91K -$283 -2 -6%
WBC
335
West Branch Capital
Massachusetts
$4.91K
QL
336
Quarry LP
New York
$4.75K +$4.24K +30 New
ADL
337
Asset Dedication LLC
California
$4K -$1.13K -8 -26%
VCM
338
Vigilant Capital Management
Maine
$4K
CFO
339
CVA Family Office
Colorado
$3.96K -$8.49K -60 -71%
MCC
340
Money Concepts Capital
Florida
$3.48K -$6.51K -46 -68%
MFT
341
Moisand Fitzgerald Tamayo
Florida
$3.48K +$3.11K +22 New
AF
342
Advisornet Financial
Minnesota
$3.33K +$2.83K +20 +2,000%
CFD
343
Creative Financial Designs
Indiana
$3.17K
LFG
344
Larson Financial Group
Missouri
$3.17K +$2.83K +20 New
EARNEST Partners
345
EARNEST Partners
Georgia
$3.01K
PTC
346
Private Trust Company
Ohio
$3K +$141 +1 +6%
CWP
347
Concord Wealth Partners
Virginia
$2.85K +$2.55K +18 New
FMII
348
Farmers & Merchants Investments Inc
Nebraska
$2.69K
Creative Planning
349
Creative Planning
Kansas
$2.69K +$2.4K +17 New
ZIG
350
Zullo Investment Group
Pennsylvania
$2.54K

AMG Hedge Fund Activity: Q4 2022 in Review

366 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2022, worth a combined $5.38B — up 33% from $4.05B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AMG positions and 32 closed out — a net gain of 41 holders — while 122 added to existing stakes and 117 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $353M. The largest seller was EdgePoint Investment Group, cutting an estimated $163M.

  • 366 institutional investors held Affiliated Managers Group (AMG) as of Q4 2022, up from 329 in Q3 2022.
  • Funds reported $5.38B of Affiliated Managers Group stock for Q4 2022, up 33% quarter-over-quarter.
  • 73 funds opened new Affiliated Managers Group positions in Q4 2022 and 32 closed out, a net change of +41 holders.
  • The largest Affiliated Managers Group buyer in Q4 2022 was Morgan Stanley, an estimated $353M added.
  • The largest Affiliated Managers Group seller in Q4 2022 was EdgePoint Investment Group, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2022.