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Affiliated Managers Group
AMG

Overview Fund Activity

383 hedge funds and large institutions have $4.91B invested in Affiliated Managers Group in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 130 increasing their positions, 137 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+20
Holders Change %
+5.51%
% of All Funds
6.13%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
66
Increased
130
Reduced
137
Closed
42
Calls
$6.39M
Puts
$4.79M
Net Calls
+$1.61M
Net Calls Change
+$786K

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$44.5M
2
JCM
2
Junto Capital Management
New York
$28.5M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$29.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$241M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$13.5M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$14.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$15.5M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
EIG
4
EdgePoint Investment Group
Ontario, Canada
$410M
5
Millennium Management
5
Millennium Management
New York
$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
326
Belpointe Asset Management
Nevada
$33.9K -$316K -2,216 -90%
Nomura Asset Management
327
Nomura Asset Management
Japan
$31.3K -$12.8K -90 -29%
EI
328
Ellevest Inc
New York
$29.8K +$3.13K +22 +12%
TWA
329
TCI Wealth Advisors
Arizona
$29.2K -$142 -1 -0.5%
MC
330
Machina Capital
France
$27.8K +$27.8K +195 New
Fifth Third Bancorp
331
Fifth Third Bancorp
Ohio
$22.8K +$1.14K +8 +5%
IRC
332
Investors Research Corp
Georgia
$21.4K – – –
IA
333
IFP Advisors
Florida
$16.1K -$4.07K -65 -20%
CI Investments Inc
334
CI Investments Inc
Ontario, Canada
$15K +$1.3K +9 +9%
SPIA
335
Steward Partners Investment Advisory
New York
$14.4K – – –
LC
336
Lindbrook Capital
California
$12.8K -$855 -6 -6%
PMFA
337
Plante Moran Financial Advisors
Michigan
$10.4K – – –
C
338
Covestor
United Kingdom
$10K -$23.9K -167 -70%
HI
339
Harbour Investments
Wisconsin
$8.55K +$8.55K +60 New
UB
340
UMB Bank
Missouri
$7.98K – – –
BIA
341
Bell Investment Advisors
California
$7.98K +$1.57K +11 +24%
FFA
342
Farther Finance Advisors
California
$7.69K – – –
DAM
343
Delta Asset Management
Tennessee
$7.55K – – –
RI
344
Ridgewood Investments
New Jersey
$7.12K +$7.12K +50 New
JWA
345
JFS Wealth Advisors
Pennsylvania
$6.27K -$712 -5 -10%
MPWT
346
MassMutual Private Wealth & Trust
Connecticut
$5.84K +$997 +7 +21%
PTC
347
Private Trust Company
Ohio
$5.7K +$3.13K +22 +122%
CAM
348
ClariVest Asset Management
California
$5K -$139 -1 -3%
Bessemer Group
349
Bessemer Group
New Jersey
$5K – – –
BFEC
350
Benjamin F. Edwards & Company
Missouri
$5K +$5K +35 New
12 13
14
15 16