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Affiliated Managers Group

355 hedge funds and large institutions have $4.15B invested in Affiliated Managers Group in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 152 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
-23
Holders Change %
-6.08%
% of All Funds
5.66%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
31
Increased
119
Reduced
152
Closed
51
Calls
$2.14M
Puts
$2.57M
Net Calls
-$431K
Net Calls Change
-$1.71M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
326
JFS Wealth Advisors
Pennsylvania
$4.04K -$1.7K -13 -30%
AF
327
Allworth Financial
California
$3.65K +$782 +6 +27%
KFI
328
Key Financial Inc
Pennsylvania
$3.52K
MIM
329
Macroview Investment Management
Maryland
$3.26K +$3.26K +25 New
Mitsubishi UFJ Asset Management
330
Mitsubishi UFJ Asset Management
Japan
$3.26K +$3.26K +25 New
ADL
331
Asset Dedication LLC
California
$3K
SFG
332
Steward Financial Group
Texas
$3K +$3K +30 New
MFT
333
Moisand Fitzgerald Tamayo
Florida
$2.87K
EARNEST Partners
334
EARNEST Partners
Georgia
$2.48K
CWP
335
Concord Wealth Partners
Virginia
$2.35K
LFA
336
LGT Financial Advisors
Texas
$2.35K +$2.35K +18 New
SIC
337
SJS Investment Consulting
Ohio
$2.09K +$391 +3 +23%
FMII
338
Farmers & Merchants Investments Inc
Nebraska
$2.09K
CAM
339
ClariVest Asset Management
California
$2K -$4.31K -28 -68%
JWM
340
Janiczek Wealth Management
Colorado
$1.96K +$522 +4 +36%
GWS
341
Glassman Wealth Services
Virginia
$1.83K
M
342
MOTCO
Texas
$1.56K
MRCM
343
M&R Capital Management
New Jersey
$1.43K
VCM
344
Versant Capital Management
Arizona
$1.17K
CA
345
Centerpoint Advisors
Massachusetts
$1K
GRP
346
Global Retirement Partners
California
$892
RCM
347
Raleigh Capital Management
North Carolina
$690 +$690 +5 New
BAAM
348
Baker Avenue Asset Management
California
$652
PFBT
349
Parkside Financial Bank & Trust
Missouri
$522 +$261 +2 +100%
BWL
350
Bogart Wealth LLC
Virginia
$521