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Affiliated Managers Group

421 hedge funds and large institutions have $5.04B invested in Affiliated Managers Group in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 143 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 40

10% more capital invested

Capital invested by funds: $4.57B → $5.04B (+$469M)

4% more funds holding

Funds holding: 405421 (+16)

3.25% more ownership

Funds ownership: 91.85%95.1% (+3.2%)

5% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 143

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

59% less call options, than puts

Call options by funds: $1.94M | Put options by funds: $4.78M

Holders
421
Holders Change
+16
Holders Change %
+3.95%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
59
Increased
150
Reduced
143
Closed
40
Calls
$1.94M
Puts
$4.78M
Net Calls
-$2.84M
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
ATS
351
Ashton Thomas Securities
New York
$29.9K +$28.5K +168 New
W
352
WealthCollab
Washington
$29K
AF
353
Allworth Financial
California
$28.8K +$3.23K +19 +13%
AS
354
Altshuler Shaham
Israel
$26.3K -$4.93K -29 -16%
LC
355
Lindbrook Capital
California
$23.3K -$8.83K -52 -28%
ANBT
356
American National Bank & Trust
Texas
$21.5K +$20.6K +121 New
CIBC Private Wealth Group
357
CIBC Private Wealth Group
Georgia
$19.4K +$11.6K +68 +166%
EWA
358
EverSource Wealth Advisors
Alabama
$17.4K -$51.3K -302 -76%
PTC
359
Private Trust Company
Ohio
$16.7K +$2.04K +12 +15%
RA
360
Rise Advisors
New York
$16.5K
GRP
361
Global Retirement Partners
California
$16.5K -$679 -4 -4%
BIA
362
Bell Investment Advisors
California
$14.4K -$2.38K -14 -15%
TSMHT
363
Thurston Springer Miller Herd & Titak
Indiana
$14.2K +$170 +1 +1%
AA
364
Addison Advisors
Vermont
$14K +$679 +4 +5%
Jones Financial Companies
365
Jones Financial Companies
Missouri
$13.8K +$1.19K +7 +10%
IA
366
IFP Advisors
Florida
$13K -$29.4K -173 -70%
PMFA
367
Plante Moran Financial Advisors
Michigan
$13K
FFA
368
Frazier Financial Advisors
Ohio
$10.8K
Kayne Anderson Rudnick Investment Management
369
Kayne Anderson Rudnick Investment Management
California
$10.3K +$8.32K +49 +544%
DAM
370
Delta Asset Management
Tennessee
$9.42K
PC
371
Promethos Capital
Massachusetts
$8.89K
VCM
372
Versant Capital Management
Arizona
$8.36K +$4.93K +29 +161%
PFBT
373
Parkside Financial Bank & Trust
Missouri
$8K +$1.7K +10 +29%
EBA
374
Eagle Bay Advisors
New York
$7.29K +$1.53K +9 +28%
CFGS
375
Concourse Financial Group Securities
Alabama
$7.29K +$4.42K +26 +173%

AMG Hedge Fund Activity: Q3 2024 in Review

421 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2024, worth a combined $5.04B — up 10% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new AMG positions and 40 closed out — a net gain of 19 holders — while 150 added to existing stakes and 143 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26M. The largest seller was Fidelity Investments, cutting an estimated $52.9M.

  • 421 institutional investors held Affiliated Managers Group (AMG) as of Q3 2024, up from 405 in Q2 2024.
  • Funds reported $5.04B of Affiliated Managers Group stock for Q3 2024, up 10% quarter-over-quarter.
  • 59 funds opened new Affiliated Managers Group positions in Q3 2024 and 40 closed out, a net change of +19 holders.
  • The largest Affiliated Managers Group buyer in Q3 2024 was Morgan Stanley, an estimated $26M added.
  • The largest Affiliated Managers Group seller in Q3 2024 was Fidelity Investments, an estimated $52.9M sold.

Based on aggregated 13F filings for Q3 2024.