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Affiliated Managers Group

405 hedge funds and large institutions have $4.57B invested in Affiliated Managers Group in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 126 increasing their positions, 160 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 48

0% more funds holding

Funds holding: 403405 (+2)

1.09% less ownership

Funds ownership: 92.94%91.85% (-1.1%)

10% less capital invested

Capital invested by funds: $5.1B → $4.57B (-$529M)

21% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 160

77% less call options, than puts

Call options by funds: $1.2M | Put options by funds: $5.3M

Holders
405
Holders Change
+2
Holders Change %
+0.5%
% of All Funds
5.85%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
57
Increased
126
Reduced
160
Closed
48
Calls
$1.2M
Puts
$5.3M
Net Calls
-$4.1M
Net Calls Change
-$5.73M
Name Holding Trade Value Shares
Change
Change in
Stake
GAG
326
Goodman Advisory Group
Massachusetts
$50.3K +$51.3K +322 New
CI Investments Inc
327
CI Investments Inc
Ontario, Canada
$50K +$1.75K +11 +4%
Nomura Asset Management
328
Nomura Asset Management
Japan
$50K +$15.9K +100 +45%
Daiwa Securities Group
329
Daiwa Securities Group
Japan
$47K +$47.8K +300 New
Fifth Third Bancorp
330
Fifth Third Bancorp
Ohio
$46.6K +$5.41K +34 +13%
FFA
331
Farther Finance Advisors
California
$44.1K +$8.92K +56 +24%
IA
332
IFP Advisors
Florida
$38.4K +$8.92K +56 +29%
VWM
333
Venturi Wealth Management
Texas
$37K +$34.2K +215 +977%
FHA
334
First Horizon Advisors
Tennessee
$33K -$796 -5 -2%
LC
335
Lindbrook Capital
California
$28.6K +$1.59K +10 +6%
AS
336
Altshuler Shaham
Israel
$27.7K +$28.2K +177 New
SPIA
337
Steward Partners Investment Advisory
New York
$27.2K -$61.5K -386 -69%
W
338
WealthCollab
Washington
$25.5K -$4.78K -30 -16%
AF
339
Allworth Financial
California
$24K +$15.9K +100 +233%
IRC
340
Investors Research Corp
Georgia
$23.4K
GRP
341
Global Retirement Partners
California
$15.2K +$14.3K +90 +1,286%
BIA
342
Bell Investment Advisors
California
$14.8K
RA
343
Rise Advisors
New York
$14.5K
Simplex Trading
344
Simplex Trading
Illinois
$13K +$13.4K +84 New
PTC
345
Private Trust Company
Ohio
$12.8K +$7.64K +48 +141%
TSMHT
346
Thurston Springer Miller Herd & Titak
Indiana
$12.3K -$16.6K -104 -57%
AA
347
Addison Advisors
Vermont
$11.7K +$11.9K +75 New
PMFA
348
Plante Moran Financial Advisors
Michigan
$11.4K
ATPW
349
Ashton Thomas Private Wealth
Arizona
$11.2K +$11.5K +72 New
Jones Financial Companies
350
Jones Financial Companies
Missouri
$11.1K

AMG Hedge Fund Activity: Q2 2024 in Review

405 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2024, worth a combined $4.57B — down 10% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AMG positions and 48 closed out — a net gain of 9 holders — while 126 added to existing stakes and 160 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $181M.

  • 405 institutional investors held Affiliated Managers Group (AMG) as of Q2 2024, up from 403 in Q1 2024.
  • Funds reported $4.57B of Affiliated Managers Group stock for Q2 2024, down 10% quarter-over-quarter.
  • 57 funds opened new Affiliated Managers Group positions in Q2 2024 and 48 closed out, a net change of +9 holders.
  • The largest Affiliated Managers Group buyer in Q2 2024 was Boston Partners, an estimated $115M added.
  • The largest Affiliated Managers Group seller in Q2 2024 was Fidelity Investments, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2024.