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Affiliated Managers Group
AMG

Overview Fund Activity

363 hedge funds and large institutions have $5.37B invested in Affiliated Managers Group in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 121 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+37
Holders Change %
+11.35%
% of All Funds
5.86%
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
121
Reduced
117
Closed
32
Calls
$9.93M
Puts
$9.11M
Net Calls
+$823K
Net Calls Change
+$1.57M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$439M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$41.4M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$26.2M
4
CCP
4
Clarkston Capital Partners
Michigan
$354M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$34.1M

Top Sellers

1
EIG
1
EdgePoint Investment Group
Ontario, Canada
$489M
2
SAM
2
Southeastern Asset Management
Tennessee
$148M
3
KP
3
Kiltearn Partners
United Kingdom
$134M
4
Victory Capital Management
4
Victory Capital Management
Texas
$3.95M
5
SCM
5
Spyglass Capital Management
California
$66.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
351
Steward Financial Group
Texas
$2K +$2K +17 New
DI
352
Disciplined Investments
Oklahoma
$1.74K -$317 -2 -15%
JWM
353
Janiczek Wealth Management
Colorado
$1.53K – – –
VCM
354
Versant Capital Management
Arizona
$1.43K – – –
GRP
355
Global Retirement Partners
California
$1.11K -$317 -2 -22%
BAAM
356
Baker Avenue Asset Management
California
$792 +$792 +5 New
PWMG
357
Prestige Wealth Management Group
New Jersey
$475 – – –
DWA
358
Delos Wealth Advisors
Texas
$475 – – –
CWC
359
Carolinas Wealth Consulting
North Carolina
$475 +$475 +3 New
GI
360
Gradient Investments
Minnesota
$475 +$475 +3 New
SBL
361
Sargent Bickham Lagudis
Colorado
$317 – – –
TWP
362
TFO Wealth Partners
Ohio
$86 +$86 +1 New
NA
363
NewEdge Advisors
Louisiana
$15 +$15 +97 New
Hotchkis & Wiley Capital Management
364
Hotchkis & Wiley Capital Management
California
– -$4.3M -38,400 Closed
E
365
Ergoteles
New York
– -$2.1M -18,762 Closed
WBC
366
Westpac Banking Corp
Australia
– -$1.56M -13,910 Closed
MF
367
Magnetar Financial
Illinois
– -$1.18M -10,587 Closed
MCM
368
Maltese Capital Management
New York
– -$1.18M -10,500 Closed
Marshall Wace
369
Marshall Wace
United Kingdom
– -$898K -8,029 Closed
ACM
370
AlphaCrest Capital Management
New York
– -$870K -7,777 Closed
GC
371
Guggenheim Capital
Illinois
– -$602K -5,378 Closed
II
372
Inspire Investing
Idaho
– -$540K -4,826 Closed
VF
373
Virtu Financial
New York
– -$396K -3,541 Closed
CAM
374
Cresset Asset Management
Illinois
– -$337K -3,008 Closed
Janney Montgomery Scott
375
Janney Montgomery Scott
Pennsylvania
– -$321K -2,874 Closed
12 13 14
15
16