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Affiliated Managers Group
AMG

Overview Fund Activity

405 hedge funds and large institutions have $5.2B invested in Affiliated Managers Group in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 168 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
-12
Holders Change %
-2.88%
% of All Funds
5.39%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
49
Increased
119
Reduced
168
Closed
53
Calls
$1.46M
Puts
$3.26M
Net Calls
-$1.8M
Net Calls Change
+$1.04M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$219M
2
LSV Asset Management
LSV Asset Management
Illinois
$78.4M
3
Millennium Management
Millennium Management
New York
$56.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$42M
5
UBS AM
UBS AM
Illinois
$25.1M

Top Sellers

1
CCP
Clarkston Capital Partners
Michigan
$291M
2
Morgan Stanley
Morgan Stanley
New York
$422M
3
KP
Kiltearn Partners
United Kingdom
$70.4M
4
Jane Street
Jane Street
New York
$0
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$9.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
326
Huntington National Bank
Ohio
$46.6K -$10.2K -55 -18%
PTC
327
Private Trust Company
Ohio
$40.3K +$22.9K +124 +132%
FFA
328
Farther Finance Advisors
California
$38.8K -$14.4K -78 -27%
FHA
329
First Horizon Advisors
Tennessee
$35.9K -$3.14K -17 -8%
AF
330
Allworth Financial
California
$32.1K +$1.87K +10 +6%
W
331
WealthCollab
Washington
$30.1K – – –
LC
332
Lindbrook Capital
California
$27K +$2.77K +15 +11%
Jones Financial Companies
333
Jones Financial Companies
Missouri
$25.9K +$11.5K +62 +79%
AS
334
Altshuler Shaham
Israel
$25.7K -$1.66K -9 -6%
SAM
335
Smartleaf Asset Management
Massachusetts
$23.2K -$11.9K -64 -34%
EWA
336
EverSource Wealth Advisors
Alabama
$20.5K +$2.4K +13 +13%
CIBC Private Wealth Group
337
CIBC Private Wealth Group
Georgia
$19.7K – – –
VCM
338
Versant Capital Management
Arizona
$19.6K +$10.9K +59 +126%
IA
339
IFP Advisors
Florida
$17.6K +$4.07K +22 +30%
RA
340
Rise Advisors
New York
$17.2K – – –
AA
341
Addison Advisors
Vermont
$14.6K – – –
TSMHT
342
Thurston Springer Miller Herd & Titak
Indiana
$14.6K -$185 -1 -1%
PMFA
343
Plante Moran Financial Advisors
Michigan
$13.5K – – –
BIA
344
Bell Investment Advisors
California
$12.6K -$2.4K -13 -16%
MEG
345
Millstone Evans Group
Colorado
$12.2K +$12.2K +66 New
FFA
346
Frazier Financial Advisors
Ohio
$11.3K – – –
EC
347
Elequin Capital
New York
$11.3K +$11.3K +61 New
1IA
348
1620 Investment Advisors
Massachusetts
$10.2K +$4.62K +25 +83%
DAM
349
Delta Asset Management
Tennessee
$9.8K – – –
PC
350
Promethos Capital
Massachusetts
$9.25K – – –
12 13
14
15 16