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Affiliated Managers Group
AMG

Overview Fund Activity

400 hedge funds and large institutions have $5.09B invested in Affiliated Managers Group in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 118 increasing their positions, 151 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+19
Holders Change %
+4.99%
% of All Funds
5.8%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
60
Increased
118
Reduced
151
Closed
35
Calls
$4.15M
Puts
$2.53M
Net Calls
+$1.62M
Net Calls Change
+$6.17M

Top Buyers

1
Invesco
Invesco
Georgia
$87.4M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$41.1M
3
BCM
Basswood Capital Management
New York
$15.2M
4
AI
Ariel Investments
Illinois
$222M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$13.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$418M
2
CCP
Clarkston Capital Partners
Michigan
$314M
3
Millennium Management
Millennium Management
New York
$16.2M
4
Citadel Advisors
Citadel Advisors
Florida
$36.7M
5
KP
Kiltearn Partners
United Kingdom
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
351
Avior Wealth Management
Nebraska
$8.88K +$8.88K +53 New
BF
352
BOK Financial
Oklahoma
$8.79K -$5.14K -31 -37%
PC
353
Promethos Capital
Massachusetts
$8.37K – – –
MPWT
354
MassMutual Private Wealth & Trust
Connecticut
$7.7K – – –
AF
355
Allworth Financial
California
$7.2K -$335 -2 -4%
BFEC
356
Benjamin F. Edwards & Company
Missouri
$6K – – –
PTC
357
Private Trust Company
Ohio
$5.69K -$1.01K -6 -15%
WB
358
Webster Bank
Connecticut
$5.53K +$5.53K +33 New
JWA
359
JFS Wealth Advisors
Pennsylvania
$5.03K +$168 +1 +3%
KFI
360
Key Financial Inc
Pennsylvania
$4.52K – – –
CFO
361
CVA Family Office
Colorado
$4.19K – – –
Mitsubishi UFJ Asset Management
362
Mitsubishi UFJ Asset Management
Japan
$4.19K – – –
First Manhattan
363
First Manhattan
New York
$4.02K – – –
ADL
364
Asset Dedication LLC
California
$4K – – –
FWM
365
FSA Wealth Management
Massachusetts
$3.85K – – –
MFT
366
Moisand Fitzgerald Tamayo
Florida
$3.69K – – –
VWM
367
Venturi Wealth Management
Texas
$3.69K +$168 +1 +5%
CFD
368
Creative Financial Designs
Indiana
$3.35K -$2.18K -13 -39%
MG
369
Mather Group
Illinois
$3.03K +$3.03K +20 New
Allspring Global Investments
370
Allspring Global Investments
North Carolina
$3.01K -$2.92M -17,450 -100%
VCM
371
Versant Capital Management
Arizona
$3.01K – – –
LFA
372
LGT Financial Advisors
Texas
$3.01K – – –
FMII
373
Farmers & Merchants Investments Inc
Nebraska
$2.68K – – –
SC
374
SouthState Corp
Florida
$2.68K +$2.68K +16 New
WCM
375
Westend Capital Management
California
$2.68K +$2.68K +16 New
13 14
15
16 17