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Affiliated Managers Group

366 hedge funds and large institutions have $5.38B invested in Affiliated Managers Group in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

33% more capital invested

Capital invested by funds: $4.05B → $5.38B (+$1.34B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more funds holding

Funds holding: 329366 (+37)

9% more call options, than puts

Call options by funds: $9.93M | Put options by funds: $9.11M

4% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 117

2.06% less ownership

Funds ownership: 94.94%92.88% (-2.1%)

Holders
366
Holders Change
+37
Holders Change %
+11.25%
% of All Funds
5.88%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
73
Increased
122
Reduced
117
Closed
32
Calls
$9.93M
Puts
$9.11M
Net Calls
+$823K
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
351
SJS Investment Consulting
Ohio
$2.38K +$1.13K +8 +114%
GWS
352
Glassman Wealth Services
Virginia
$2.22K
AF
353
Allworth Financial
California
$2.06K +$707 +5 +63%
SFG
354
Steward Financial Group
Texas
$2K +$2.4K +17 New
DI
355
Disciplined Investments
Oklahoma
$1.74K -$283 -2 -15%
JWM
356
Janiczek Wealth Management
Colorado
$1.53K
VCM
357
Versant Capital Management
Arizona
$1.43K
GRP
358
Global Retirement Partners
California
$1.11K -$283 -2 -22%
BAAM
359
Baker Avenue Asset Management
California
$792 +$707 +5 New
DWA
360
Delos Wealth Advisors
Texas
$475
PWMG
361
Prestige Wealth Management Group
New Jersey
$475
CWC
362
Carolinas Wealth Consulting
North Carolina
$475 +$424 +3 New
GI
363
Gradient Investments
Minnesota
$475 +$424 +3 New
SBL
364
Sargent Bickham Lagudis
Colorado
$317
TWP
365
TFO Wealth Partners
Ohio
$86 +$141 +1 New
NA
366
NewEdge Advisors
Louisiana
$15 +$13.7K +97 New
Hotchkis & Wiley Capital Management
367
Hotchkis & Wiley Capital Management
California
-$4.29M -38,400 Closed
E
368
Ergoteles
New York
-$2.1M -18,762 Closed
WBC
369
Westpac Banking Corp
Australia
-$1.56M -13,910 Closed
MF
370
Magnetar Financial
Illinois
-$1.18M -10,587 Closed
MCM
371
Maltese Capital Management
New York
-$1.18M -10,500 Closed
Marshall Wace
372
Marshall Wace
United Kingdom
-$898K -8,029 Closed
ACM
373
AlphaCrest Capital Management
New York
-$870K -7,777 Closed
GC
374
Guggenheim Capital
Illinois
-$602K -5,378 Closed
II
375
Inspire Investing
Idaho
-$540K -4,826 Closed

AMG Hedge Fund Activity: Q4 2022 in Review

366 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2022, worth a combined $5.38B — up 33% from $4.05B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AMG positions and 32 closed out — a net gain of 41 holders — while 122 added to existing stakes and 117 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $353M. The largest seller was EdgePoint Investment Group, cutting an estimated $163M.

  • 366 institutional investors held Affiliated Managers Group (AMG) as of Q4 2022, up from 329 in Q3 2022.
  • Funds reported $5.38B of Affiliated Managers Group stock for Q4 2022, up 33% quarter-over-quarter.
  • 73 funds opened new Affiliated Managers Group positions in Q4 2022 and 32 closed out, a net change of +41 holders.
  • The largest Affiliated Managers Group buyer in Q4 2022 was Morgan Stanley, an estimated $353M added.
  • The largest Affiliated Managers Group seller in Q4 2022 was EdgePoint Investment Group, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2022.