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Affiliated Managers Group
AMG

Overview Fund Activity

383 hedge funds and large institutions have $4.91B invested in Affiliated Managers Group in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 130 increasing their positions, 137 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
+20
Holders Change %
+5.51%
% of All Funds
6.13%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
66
Increased
130
Reduced
137
Closed
42
Calls
$6.39M
Puts
$4.79M
Net Calls
+$1.61M
Net Calls Change
+$786K

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$44.5M
2
JCM
2
Junto Capital Management
New York
$28.5M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$29.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$241M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$13.5M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$14.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$15.5M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$0
4
EIG
4
EdgePoint Investment Group
Ontario, Canada
$410M
5
Millennium Management
5
Millennium Management
New York
$34M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
351
Schubert & Co
Texas
$4.13K -$285 -2 -6%
VCM
352
Vigilant Capital Management
Maine
$4K – – –
CFO
353
CVA Family Office
Colorado
$3.56K – – –
MFT
354
Moisand Fitzgerald Tamayo
Florida
$3.13K – – –
ADL
355
Asset Dedication LLC
California
$3K – – –
SFG
356
Steward Financial Group
Texas
$3K +$1.04K +9 +53%
CFD
357
Creative Financial Designs
Indiana
$2.85K – – –
EARNEST Partners
358
EARNEST Partners
Georgia
$2.71K – – –
CWP
359
Concord Wealth Partners
Virginia
$2.56K – – –
FMII
360
Farmers & Merchants Investments Inc
Nebraska
$2.42K – – –
GBT
361
Grove Bank & Trust
Florida
$2.14K +$2.14K +15 New
SIC
362
SJS Investment Consulting
Ohio
$2K -$143 -1 -7%
GWS
363
Glassman Wealth Services
Virginia
$1.99K – – –
AF
364
Allworth Financial
California
$1.99K +$142 +1 +8%
DI
365
Disciplined Investments
Oklahoma
$1.85K +$285 +2 +18%
AF
366
Advisornet Financial
Minnesota
$1.71K -$1.28K -9 -43%
DA
367
Denali Advisors
California
$1.71K +$1.71K +12 New
MRCM
368
M&R Capital Management
New Jersey
$1.57K +$1.57K +11 New
VCM
369
Versant Capital Management
Arizona
$1.28K – – –
BAAM
370
Baker Avenue Asset Management
California
$1.28K +$570 +4 +80%
JWM
371
Janiczek Wealth Management
Colorado
$1.28K – – –
CA
372
Centerpoint Advisors
Massachusetts
$1K +$1K +5 New
GRP
373
Global Retirement Partners
California
$989 – – –
AAS
374
Ameritas Advisory Services
Nebraska
$858 +$858 +6 New
BWL
375
Bogart Wealth LLC
Virginia
$570 +$570 +4 New
13 14
15
16 17