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Affiliated Managers Group
AMG

Overview Fund Activity

381 hedge funds and large institutions have $5.16B invested in Affiliated Managers Group in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 130 increasing their positions, 126 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+26
Holders Change %
+7.32%
% of All Funds
5.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
67
Increased
130
Reduced
126
Closed
35
Calls
$4.09M
Puts
$8.63M
Net Calls
-$4.54M
Net Calls Change
-$4.11M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$409M
2
CCM
Channing Capital Management
Illinois
+$62.7M
3
Marshall Wace
Marshall Wace
United Kingdom
+$51.3M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$18.9M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$18.5M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
-$239M
2
State Street
State Street
Massachusetts
-$34.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$20.4M
4
Millennium Management
Millennium Management
New York
-$19.8M
5
PCM
Prana Capital Management
Connecticut
-$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Loomis, Sayles & Company
326
Loomis, Sayles & Company
Massachusetts
$17K +$5.41K +35 +47%
BIA
327
Bell Investment Advisors
California
$14.4K +$1.51K +10 +12%
BF
328
BOK Financial
Oklahoma
$12.7K -$1.51K -10 -11%
UB
329
UMB Bank
Missouri
$11.2K -$4.09K -27 -27%
PMFA
330
Plante Moran Financial Advisors
Michigan
$11.1K – – –
FFA
331
Frazier Financial Advisors
Ohio
$9.24K +$9.24K +61 New
DAM
332
Delta Asset Management
Tennessee
$8.03K – – –
PC
333
Promethos Capital
Massachusetts
$7.57K +$7.57K +50 New
N
334
Natixis
France
$7.27K -$508K -3,352 -99%
DA
335
Denali Advisors
California
$7.27K +$1.21K +8 +20%
MPWT
336
MassMutual Private Wealth & Trust
Connecticut
$6.97K +$606 +4 +10%
AF
337
Allworth Financial
California
$6.82K +$2.58K +17 +61%
ITIM
338
Indiana Trust & Investment Management
Indiana
$6.66K – – –
PTC
339
Private Trust Company
Ohio
$6.06K – – –
BFEC
340
Benjamin F. Edwards & Company
Missouri
$5K – – –
CFD
341
Creative Financial Designs
Indiana
$5K – – –
ETC
342
Exchange Traded Concepts
Oklahoma
$4.69K +$4.69K +31 New
JWA
343
JFS Wealth Advisors
Pennsylvania
$4.39K -$303 -2 -6%
KFI
344
Key Financial Inc
Pennsylvania
$4.09K – – –
CFO
345
CVA Family Office
Colorado
$3.79K +$3.79K +25 New
Mitsubishi UFJ Asset Management
346
Mitsubishi UFJ Asset Management
Japan
$3.66K – – –
First Manhattan
347
First Manhattan
New York
$3.63K +$3.63K +23 New
MFT
348
Moisand Fitzgerald Tamayo
Florida
$3.33K – – –
VWM
349
Venturi Wealth Management
Texas
$3.18K +$3.18K +21 New
ADL
350
Asset Dedication LLC
California
$3K – – –
12 13
14
15 16