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Affiliated Managers Group
AMG

Overview Fund Activity

400 hedge funds and large institutions have $5.09B invested in Affiliated Managers Group in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 118 increasing their positions, 151 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+19
Holders Change %
+4.99%
% of All Funds
5.8%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
60
Increased
118
Reduced
151
Closed
35
Calls
$4.15M
Puts
$2.53M
Net Calls
+$1.62M
Net Calls Change
+$6.17M

Top Buyers

1
Invesco
Invesco
Georgia
$87.4M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$41.1M
3
BCM
Basswood Capital Management
New York
$15.2M
4
AI
Ariel Investments
Illinois
$222M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$13.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$418M
2
CCP
Clarkston Capital Partners
Michigan
$314M
3
Millennium Management
Millennium Management
New York
$16.2M
4
Citadel Advisors
Citadel Advisors
Florida
$36.7M
5
KP
Kiltearn Partners
United Kingdom
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
326
Smithfield Trust
Pennsylvania
$68K -$4.15K -25 -6%
TC
327
Truvestments Capital
Florida
$55.3K – – –
WT
328
Whittier Trust
California
$54.4K – – –
CI Investments Inc
329
CI Investments Inc
Ontario, Canada
$52K +$6.56K +39 +14%
Fifth Third Bancorp
330
Fifth Third Bancorp
Ohio
$44.2K +$4.69K +28 +12%
DA
331
Denali Advisors
California
$42.5K +$34.5K +206 +429%
FFA
332
Farther Finance Advisors
California
$38K +$3.49K +21 +10%
Nomura Asset Management
333
Nomura Asset Management
Japan
$36.8K – – –
FHA
334
First Horizon Advisors
Tennessee
$36.2K – – –
W
335
WealthCollab
Washington
$32.3K – – –
AFWM
336
Abich Financial Wealth Management
Virginia
$32K +$10K +60 +46%
IA
337
IFP Advisors
Florida
$31.7K -$11.2K -67 -26%
TSMHT
338
Thurston Springer Miller Herd & Titak
Indiana
$30.6K +$30.6K +183 New
LC
339
Lindbrook Capital
California
$29K +$1.84K +11 +7%
IRC
340
Investors Research Corp
Georgia
$25.1K – – –
CA
341
CoreCap Advisors
Michigan
$21.3K +$21.3K +127 New
NA
342
NewEdge Advisors
Louisiana
$19.3K -$4.2K -25 -18%
BIA
343
Bell Investment Advisors
California
$15.9K – – –
RA
344
Rise Advisors
New York
$15.6K +$15.6K +93 New
PMFA
345
Plante Moran Financial Advisors
Michigan
$12.2K – – –
Jones Financial Companies
346
Jones Financial Companies
Missouri
$11.9K +$11.9K +71 New
FFA
347
Frazier Financial Advisors
Ohio
$10.2K – – –
N
348
Natixis
France
$9.71K +$1.68K +10 +21%
UB
349
UMB Bank
Missouri
$9.04K -$3.35K -20 -27%
DAM
350
Delta Asset Management
Tennessee
$8.88K – – –
12 13
14
15 16