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Affiliated Managers Group

378 hedge funds and large institutions have $4.94B invested in Affiliated Managers Group in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 170 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-5
Holders Change %
-1.31%
% of All Funds
5.96%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
38
Increased
111
Reduced
170
Closed
41
Calls
$3.48M
Puts
$2.2M
Net Calls
+$1.28M
Net Calls Change
-$334K
Name Holding Trade Value Shares
Change
Shares
Change %
IRC
326
Investors Research Corp
Georgia
$22.5K
CI Investments Inc
327
CI Investments Inc
Ontario, Canada
$22K +$6.22K +41 +39%
FFA
328
Farther Finance Advisors
California
$16.9K +$8.84K +59 +109%
SPIA
329
Steward Partners Investment Advisory
New York
$15.1K
ACM
330
Aquatic Capital Management
Illinois
$15K +$15K +100 New
LC
331
Lindbrook Capital
California
$12.6K -$899 -6 -7%
MPWT
332
MassMutual Private Wealth & Trust
Connecticut
$11.2K +$5.1K +34 +83%
PMFA
333
Plante Moran Financial Advisors
Michigan
$10.9K
HI
334
Harbour Investments
Wisconsin
$8.99K
UB
335
UMB Bank
Missouri
$8.39K
DAM
336
Delta Asset Management
Tennessee
$7.94K
BIA
337
Bell Investment Advisors
California
$7.35K -$1.05K -7 -13%
SIS
338
Sound Income Strategies
Florida
$6.9K +$6.9K +46 New
JWA
339
JFS Wealth Advisors
Pennsylvania
$6.6K
CAM
340
ClariVest Asset Management
California
$6K +$732 +5 +14%
PTC
341
Private Trust Company
Ohio
$6K
BFEC
342
Benjamin F. Edwards & Company
Missouri
$5K
Loomis, Sayles & Company
343
Loomis, Sayles & Company
Massachusetts
$5K +$5K +36 New
CFD
344
Creative Financial Designs
Indiana
$4.95K +$1.95K +13 +65%
DA
345
Denali Advisors
California
$4.5K +$2.7K +18 +150%
KFI
346
Key Financial Inc
Pennsylvania
$4.05K +$4.05K +27 New
VCM
347
Vigilant Capital Management
Maine
$4K
CFO
348
CVA Family Office
Colorado
$3.75K
MFT
349
Moisand Fitzgerald Tamayo
Florida
$3.3K
AF
350
Allworth Financial
California
$3.3K +$1.2K +8 +57%