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Affiliated Managers Group

408 hedge funds and large institutions have $5.21B invested in Affiliated Managers Group in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 171 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

3% more capital invested

Capital invested by funds: $5.04B → $5.21B (+$166M)

9% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 53

1.33% less ownership

Funds ownership: 95.1%93.76% (-1.3%)

3% less funds holding

Funds holding: 421408 (-13)

30% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 171

55% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $3.26M

Holders
408
Holders Change
-13
Holders Change %
-3.09%
% of All Funds
5.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
48
Increased
120
Reduced
171
Closed
53
Calls
$1.46M
Puts
$3.26M
Net Calls
-$1.79M
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
1IA
351
1620 Investment Advisors
Massachusetts
$10.2K +$4.67K +25 +83%
DAM
352
Delta Asset Management
Tennessee
$9.8K
PC
353
Promethos Capital
Massachusetts
$9.25K
GSWM
354
Golden State Wealth Management
California
$8.69K +$8.77K +47 New
PFBT
355
Parkside Financial Bank & Trust
Missouri
$7.77K -$560 -3 -7%
EBA
356
Eagle Bay Advisors
New York
$7.58K
FPF
357
First Pacific Financial
Washington
$7.21K
PS
358
Principal Securities
Iowa
$6.1K -$746 -4 -11%
MPWT
359
MassMutual Private Wealth & Trust
Connecticut
$6.1K
JWA
360
JFS Wealth Advisors
Pennsylvania
$5.55K
HWM
361
Hemington Wealth Management
Virginia
$5K +$1.87K +10 +48%
KFI
362
Key Financial Inc
Pennsylvania
$4.99K
Mitsubishi UFJ Asset Management
363
Mitsubishi UFJ Asset Management
Japan
$4.71K
CFO
364
CVA Family Office
Colorado
$4.62K
WA
365
WPG Advisers
Maryland
$4.44K +$4.48K +24 New
ADL
366
Asset Dedication LLC
California
$4.25K
FWM
367
FSA Wealth Management
Massachusetts
$4.25K
MFT
368
Moisand Fitzgerald Tamayo
Florida
$4.07K
GWM
369
Geneos Wealth Management
Colorado
$4.07K
CFD
370
Creative Financial Designs
Indiana
$3.7K
GBT
371
Grove Bank & Trust
Florida
$3.51K +$3.55K +19 New
GRP
372
Global Retirement Partners
California
$3.33K -$14K -75 -81%
LFA
373
LGT Financial Advisors
Texas
$3.33K
MG
374
Mather Group
Illinois
$3.14K -$746 -4 -19%
PWMG
375
Private Wealth Management Group
New Jersey
$3.14K

AMG Hedge Fund Activity: Q4 2024 in Review

408 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2024, worth a combined $5.21B — up 3.3% from $5.04B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of AMG and 48 opened new positions — a net loss of 5 holders — while 171 trimmed existing stakes and 120 added.

The largest buyer was Boston Partners, adding an estimated $69.7M. The largest seller was Clarkston Capital Partners, cutting an estimated $37.9M.

  • 408 institutional investors held Affiliated Managers Group (AMG) as of Q4 2024, down from 421 in Q3 2024.
  • Funds reported $5.21B of Affiliated Managers Group stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q4 2024 and 53 closed out, a net change of -5 holders.
  • The largest Affiliated Managers Group buyer in Q4 2024 was Boston Partners, an estimated $69.7M added.
  • The largest Affiliated Managers Group seller in Q4 2024 was Clarkston Capital Partners, an estimated $37.9M sold.

Based on aggregated 13F filings for Q4 2024.