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Affiliated Managers Group

380 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, 112 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $3.48M | Put options by funds: $2.2M

1% more capital invested

Capital invested by funds: $4.92B → $4.94B (+$24.7M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 42

2% less funds holding

Funds holding: 386380 (-6)

5.42% less ownership

Funds ownership: 98.11%92.7% (-5.4%)

34% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 170

Holders
380
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
38
Increased
112
Reduced
170
Closed
42
Calls
$3.48M
Puts
$2.2M
Net Calls
+$1.27M
Net Calls Change
-$334K
Name Holding Trade Value Shares
Change
Change in
Stake
QL
326
Quarry LP
New York
$26.1K -$30.6K -214 -55%
KI
327
Kapitalo Investimentos
Brazil
$24.4K -$94.3K -659 -80%
IRC
328
Investors Research Corp
Georgia
$22.5K
CI Investments Inc
329
CI Investments Inc
Ontario, Canada
$22K +$5.87K +41 +39%
FFA
330
Farther Finance Advisors
California
$16.9K +$8.45K +59 +109%
SPIA
331
Steward Partners Investment Advisory
New York
$15.1K
ACM
332
Aquatic Capital Management
Illinois
$15K +$14.3K +100 New
LC
333
Lindbrook Capital
California
$12.6K -$859 -6 -7%
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$11.2K +$4.87K +34 +83%
PMFA
335
Plante Moran Financial Advisors
Michigan
$10.9K
HI
336
Harbour Investments
Wisconsin
$8.99K
UB
337
UMB Bank
Missouri
$8.39K
DAM
338
Delta Asset Management
Tennessee
$7.94K
BIA
339
Bell Investment Advisors
California
$7.34K -$1K -7 -13%
SIS
340
Sound Income Strategies
Florida
$6.89K +$6.58K +46 New
JWA
341
JFS Wealth Advisors
Pennsylvania
$6.6K
CAM
342
ClariVest Asset Management
California
$6K +$716 +5 +14%
PTC
343
Private Trust Company
Ohio
$6K
BFEC
344
Benjamin F. Edwards & Company
Missouri
$5K
Loomis, Sayles & Company
345
Loomis, Sayles & Company
Massachusetts
$5K +$5.15K +36 New
CFD
346
Creative Financial Designs
Indiana
$4.95K +$1.86K +13 +65%
DA
347
Denali Advisors
California
$4.5K +$2.58K +18 +150%
KFI
348
Key Financial Inc
Pennsylvania
$4.05K +$3.87K +27 New
VCM
349
Vigilant Capital Management
Maine
$4K
CFO
350
CVA Family Office
Colorado
$3.75K

AMG Hedge Fund Activity: Q2 2023 in Review

380 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2023, worth a combined $4.94B — up 0.5% from $4.92B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of AMG and 38 opened new positions — a net loss of 4 holders — while 170 trimmed existing stakes and 112 added.

The largest buyer was Norges Bank, adding an estimated $43.1M. The largest seller was Envestnet Asset Management, cutting an estimated $105M.

  • 380 institutional investors held Affiliated Managers Group (AMG) as of Q2 2023, down from 386 in Q1 2023.
  • Funds reported $4.94B of Affiliated Managers Group stock for Q2 2023, up 0.5% quarter-over-quarter.
  • 38 funds opened new Affiliated Managers Group positions in Q2 2023 and 42 closed out, a net change of -4 holders.
  • The largest Affiliated Managers Group buyer in Q2 2023 was Norges Bank, an estimated $43.1M added.
  • The largest Affiliated Managers Group seller in Q2 2023 was Envestnet Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2023.