We are live on ! Find out more
AMG icon

Affiliated Managers Group

421 hedge funds and large institutions have $5.04B invested in Affiliated Managers Group in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 143 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 40

10% more capital invested

Capital invested by funds: $4.57B → $5.04B (+$469M)

4% more funds holding

Funds holding: 405421 (+16)

3.25% more ownership

Funds ownership: 91.85%95.1% (+3.2%)

5% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 143

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

59% less call options, than puts

Call options by funds: $1.94M | Put options by funds: $4.78M

Holders
421
Holders Change
+16
Holders Change %
+3.95%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
59
Increased
150
Reduced
143
Closed
40
Calls
$1.94M
Puts
$4.78M
Net Calls
-$2.84M
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
326
Quadrant Capital Group
Ohio
$116K +$2.04K +12 +2%
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$115K +$25.1K +148 +30%
CFM
328
Catalyst Funds Management
Australia
$107K
SOW
329
State of Wyoming
Wyoming
$97.8K +$4.25K +25 +5%
C
330
Covestor
United Kingdom
$84K +$14.1K +83 +21%
PWM
331
Partnership Wealth Management
Maryland
$83K -$102K -603 -56%
SPIA
332
Steward Partners Investment Advisory
New York
$76.6K +$43.7K +257 +148%
ST
333
Smithfield Trust
Pennsylvania
$74K
QL
334
Quarry LP
New York
$66.1K -$94.3K -555 -60%
CI Investments Inc
335
CI Investments Inc
Ontario, Canada
$65K +$8.15K +48 +15%
Fifth Third Bancorp
336
Fifth Third Bancorp
Ohio
$59.7K +$6.45K +38 +13%
TC
337
Truvestments Capital
Florida
$58.7K +$56.1K +330 New
WT
338
Whittier Trust
California
$57.8K
GAG
339
Goodman Advisory Group
Massachusetts
$57.3K
Nomura Asset Management
340
Nomura Asset Management
Japan
$56.9K
Walleye Trading
341
Walleye Trading
New York
$55.8K -$67.3K -396 -56%
HNB
342
Huntington National Bank
Ohio
$54.6K +$51.5K +303 +7,575%
FFA
343
Farther Finance Advisors
California
$51.1K +$510 +3 +1%
BIG
344
Brooklyn Investment Group
New York
$48.9K +$46.7K +275 New
VWM
345
Venturi Wealth Management
Texas
$47.1K +$4.76K +28 +12%
FCM
346
Fourpath Capital Management
Oklahoma
$47.1K +$45K +265 New
WSFS
347
Wilmington Savings Fund Society
Delaware
$45.7K +$43.7K +257 New
FHA
348
First Horizon Advisors
Tennessee
$37.5K
SAM
349
Smartleaf Asset Management
Massachusetts
$33.3K +$23.8K +140 +286%
UB
350
UMB Bank
Missouri
$33.1K +$26.2K +154 +481%

AMG Hedge Fund Activity: Q3 2024 in Review

421 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2024, worth a combined $5.04B — up 10% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new AMG positions and 40 closed out — a net gain of 19 holders — while 150 added to existing stakes and 143 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26M. The largest seller was Fidelity Investments, cutting an estimated $52.9M.

  • 421 institutional investors held Affiliated Managers Group (AMG) as of Q3 2024, up from 405 in Q2 2024.
  • Funds reported $5.04B of Affiliated Managers Group stock for Q3 2024, up 10% quarter-over-quarter.
  • 59 funds opened new Affiliated Managers Group positions in Q3 2024 and 40 closed out, a net change of +19 holders.
  • The largest Affiliated Managers Group buyer in Q3 2024 was Morgan Stanley, an estimated $26M added.
  • The largest Affiliated Managers Group seller in Q3 2024 was Fidelity Investments, an estimated $52.9M sold.

Based on aggregated 13F filings for Q3 2024.