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Affiliated Managers Group

408 hedge funds and large institutions have $5.21B invested in Affiliated Managers Group in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 171 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

3% more capital invested

Capital invested by funds: $5.04B → $5.21B (+$166M)

9% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 53

1.33% less ownership

Funds ownership: 95.1%93.76% (-1.3%)

3% less funds holding

Funds holding: 421408 (-13)

30% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 171

55% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $3.26M

Holders
408
Holders Change
-13
Holders Change %
-3.09%
% of All Funds
5.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
48
Increased
120
Reduced
171
Closed
53
Calls
$1.46M
Puts
$3.26M
Net Calls
-$1.79M
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
326
Wilmington Savings Fund Society
Delaware
$47.3K -$187 -1 -0.4%
UB
327
UMB Bank
Missouri
$47.2K +$12.9K +69 +37%
HNB
328
Huntington National Bank
Ohio
$46.6K -$10.3K -55 -18%
PTC
329
Private Trust Company
Ohio
$40.3K +$23.1K +124 +132%
FFA
330
Farther Finance Advisors
California
$38.8K -$14.6K -78 -27%
DB
331
Danske Bank
Denmark
$37K -$3.87M -20,732 -99%
FHA
332
First Horizon Advisors
Tennessee
$35.9K -$3.17K -17 -8%
AF
333
Allworth Financial
California
$32.1K +$1.87K +10 +6%
W
334
WealthCollab
Washington
$30.1K
LC
335
Lindbrook Capital
California
$27K +$2.8K +15 +11%
Jones Financial Companies
336
Jones Financial Companies
Missouri
$25.9K +$11.6K +62 +79%
AS
337
Altshuler Shaham
Israel
$25.7K -$1.68K -9 -6%
SAM
338
Smartleaf Asset Management
Massachusetts
$23.2K -$11.9K -64 -34%
EWA
339
EverSource Wealth Advisors
Alabama
$20.5K +$2.43K +13 +13%
CIBC Private Wealth Group
340
CIBC Private Wealth Group
Georgia
$19.7K
VCM
341
Versant Capital Management
Arizona
$19.6K +$11K +59 +126%
IA
342
IFP Advisors
Florida
$17.6K +$4.11K +22 +30%
RA
343
Rise Advisors
New York
$17.2K
AA
344
Addison Advisors
Vermont
$14.6K
TSMHT
345
Thurston Springer Miller Herd & Titak
Indiana
$14.6K -$187 -1 -1%
PMFA
346
Plante Moran Financial Advisors
Michigan
$13.5K
BIA
347
Bell Investment Advisors
California
$12.6K -$2.43K -13 -16%
MEG
348
Millstone Evans Group
Colorado
$12.2K +$12.3K +66 New
FFA
349
Frazier Financial Advisors
Ohio
$11.3K
EC
350
Elequin Capital
New York
$11.3K +$11.4K +61 New

AMG Hedge Fund Activity: Q4 2024 in Review

408 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2024, worth a combined $5.21B — up 3.3% from $5.04B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of AMG and 48 opened new positions — a net loss of 5 holders — while 171 trimmed existing stakes and 120 added.

The largest buyer was Boston Partners, adding an estimated $69.7M. The largest seller was Clarkston Capital Partners, cutting an estimated $37.9M.

  • 408 institutional investors held Affiliated Managers Group (AMG) as of Q4 2024, down from 421 in Q3 2024.
  • Funds reported $5.21B of Affiliated Managers Group stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q4 2024 and 53 closed out, a net change of -5 holders.
  • The largest Affiliated Managers Group buyer in Q4 2024 was Boston Partners, an estimated $69.7M added.
  • The largest Affiliated Managers Group seller in Q4 2024 was Clarkston Capital Partners, an estimated $37.9M sold.

Based on aggregated 13F filings for Q4 2024.