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Affiliated Managers Group
AMG

Overview Fund Activity

381 hedge funds and large institutions have $5.16B invested in Affiliated Managers Group in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 130 increasing their positions, 126 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+26
Holders Change %
+7.32%
% of All Funds
5.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
67
Increased
130
Reduced
126
Closed
35
Calls
$4.09M
Puts
$8.63M
Net Calls
-$4.54M
Net Calls Change
-$4.11M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$783M
2
CCM
Channing Capital Management
Illinois
$71.9M
3
Marshall Wace
Marshall Wace
United Kingdom
$51.3M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$24.4M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$19.7M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
$0
2
State Street
State Street
Massachusetts
$157M
3
Vanguard Group
Vanguard Group
Pennsylvania
$555M
4
Millennium Management
Millennium Management
New York
$46.3M
5
PCM
Prana Capital Management
Connecticut
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
351
FSA Wealth Management
Massachusetts
$3K +$3K +23 New
LFA
352
LGT Financial Advisors
Texas
$2.73K – – –
VCM
353
Versant Capital Management
Arizona
$2.73K +$1.36K +9 +100%
HGA
354
Hobbs Group Advisors
South Carolina
$2.57K +$2.57K +17 New
FMII
355
Farmers & Merchants Investments Inc
Nebraska
$2.42K – – –
TCWA
356
Turtle Creek Wealth Advisors
Texas
$2.12K +$2.12K +14 New
JWM
357
Janiczek Wealth Management
Colorado
$1.97K -$303 -2 -13%
GWS
358
Glassman Wealth Services
Virginia
$1.97K -$151 -1 -7%
MIM
359
Macroview Investment Management
Maryland
$1.82K -$1.97K -13 -52%
PWMG
360
Private Wealth Management Group
New Jersey
$1.82K +$1.82K +12 New
M
361
MOTCO
Texas
$1.82K – – –
MRCM
362
M&R Capital Management
New Jersey
$1.67K – – –
DPW
363
DiNuzzo Private Wealth
Pennsylvania
$1.52K +$1.52K +10 New
JFGIW
364
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.52K +$1.52K +10 New
GRP
365
Global Retirement Partners
California
$1.33K +$296 +2 +29%
SIC
366
SJS Investment Consulting
Ohio
$1.21K -$1.21K -8 -50%
AW
367
Avion Wealth
Texas
$1K – – –
Kayne Anderson Rudnick Investment Management
368
Kayne Anderson Rudnick Investment Management
California
$909 +$909 +6 New
RCM
369
Raleigh Capital Management
North Carolina
$801 – – –
AT
370
Arlington Trust
Alabama
$757 +$757 +5 New
BWL
371
Bogart Wealth LLC
Virginia
$606 – – –
GWM
372
Geneos Wealth Management
Colorado
$606 +$606 +4 New
PFBT
373
Parkside Financial Bank & Trust
Missouri
$455 -$152 -1 -25%
PWMG
374
Prestige Wealth Management Group
New Jersey
$455 – – –
DWA
375
Delos Wealth Advisors
Texas
$455 – – –
13 14
15
16 17