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Affiliated Managers Group

405 hedge funds and large institutions have $4.57B invested in Affiliated Managers Group in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 126 increasing their positions, 160 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 48

0% more funds holding

Funds holding: 403405 (+2)

1.09% less ownership

Funds ownership: 92.94%91.85% (-1.1%)

10% less capital invested

Capital invested by funds: $5.1B → $4.57B (-$529M)

21% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 160

77% less call options, than puts

Call options by funds: $1.2M | Put options by funds: $5.3M

Holders
405
Holders Change
+2
Holders Change %
+0.5%
% of All Funds
5.85%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
57
Increased
126
Reduced
160
Closed
48
Calls
$1.2M
Puts
$5.3M
Net Calls
-$4.1M
Net Calls Change
-$5.73M
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
351
Frazier Financial Advisors
Ohio
$9.53K
N
352
Natixis
France
$9.06K
DAM
353
Delta Asset Management
Tennessee
$8.28K
PC
354
Promethos Capital
Massachusetts
$7.81K
SAM
355
Smartleaf Asset Management
Massachusetts
$7.63K -$168K -1,056 -96%
MPWT
356
MassMutual Private Wealth & Trust
Connecticut
$6.56K -$637 -4 -9%
CIBC Private Wealth Group
357
CIBC Private Wealth Group
Georgia
$6.35K -$121K -761 -95%
PFBT
358
Parkside Financial Bank & Trust
Missouri
$5.47K +$5.57K +35 New
WB
359
Webster Bank
Connecticut
$5.16K
FPF
360
First Pacific Financial
Washington
$5.16K +$5.25K +33 New
BFEC
361
Benjamin F. Edwards & Company
Missouri
$5K
UB
362
UMB Bank
Missouri
$5K -$3.5K -22 -41%
EBA
363
Eagle Bay Advisors
New York
$5K +$5.09K +32 New
JWA
364
JFS Wealth Advisors
Pennsylvania
$4.69K
1IA
365
1620 Investment Advisors
Massachusetts
$4.69K +$4.78K +30 New
Allspring Global Investments
366
Allspring Global Investments
North Carolina
$4.69K +$1.91K +12 +67%
KFI
367
Key Financial Inc
Pennsylvania
$4.22K
CFO
368
CVA Family Office
Colorado
$3.91K
Mitsubishi UFJ Asset Management
369
Mitsubishi UFJ Asset Management
Japan
$3.91K
ADL
370
Asset Dedication LLC
California
$3.59K
MFT
371
Moisand Fitzgerald Tamayo
Florida
$3.44K
MG
372
Mather Group
Illinois
$3.35K
CFD
373
Creative Financial Designs
Indiana
$3.13K
LFA
374
LGT Financial Advisors
Texas
$2.81K
VCM
375
Versant Capital Management
Arizona
$2.81K

AMG Hedge Fund Activity: Q2 2024 in Review

405 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2024, worth a combined $4.57B — down 10% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AMG positions and 48 closed out — a net gain of 9 holders — while 126 added to existing stakes and 160 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $181M.

  • 405 institutional investors held Affiliated Managers Group (AMG) as of Q2 2024, up from 403 in Q1 2024.
  • Funds reported $4.57B of Affiliated Managers Group stock for Q2 2024, down 10% quarter-over-quarter.
  • 57 funds opened new Affiliated Managers Group positions in Q2 2024 and 48 closed out, a net change of +9 holders.
  • The largest Affiliated Managers Group buyer in Q2 2024 was Boston Partners, an estimated $115M added.
  • The largest Affiliated Managers Group seller in Q2 2024 was Fidelity Investments, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2024.