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Affiliated Managers Group

366 hedge funds and large institutions have $5.38B invested in Affiliated Managers Group in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

33% more capital invested

Capital invested by funds: $4.05B → $5.38B (+$1.34B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more funds holding

Funds holding: 329366 (+37)

9% more call options, than puts

Call options by funds: $9.93M | Put options by funds: $9.11M

4% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 117

2.06% less ownership

Funds ownership: 94.94%92.88% (-2.1%)

Holders
366
Holders Change
+37
Holders Change %
+11.25%
% of All Funds
5.88%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
73
Increased
122
Reduced
117
Closed
32
Calls
$9.93M
Puts
$9.11M
Net Calls
+$823K
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
376
Virtu Financial
New York
-$396K -3,541 Closed
CAM
377
Cresset Asset Management
Illinois
-$337K -3,008 Closed
Janney Montgomery Scott
378
Janney Montgomery Scott
Pennsylvania
-$321K -2,874 Closed
ESCM
379
Echo Street Capital Management
New York
-$295K -2,638 Closed
TSS
380
Two Sigma Securities
New York
-$286K -2,554 Closed
AIM
381
Aigen Investment Management
New York
-$238K -2,130 Closed
PVH
382
Psagot Value Holdings
Israel
-$224K -2,000 Closed
QT
383
Quantamental Technologies
New York
-$221K -1,973 Closed
CG
384
Colony Group
Massachusetts
-$217K -1,943 Closed
Canada Pension Plan Investment Board
385
Canada Pension Plan Investment Board
Ontario, Canada
-$157K -1,400 Closed
JC
386
JBF Capital
Colorado
-$157K -1,400 Closed
AS
387
Altshuler Shaham
Israel
-$108K -952 Closed
MA
388
MUFG Americas
New York
-$17K -150 Closed
First Manhattan
389
First Manhattan
New York
-$14K -127 Closed
BCM
390
Bourgeon Capital Management
Connecticut
-$7K -62 Closed
RCM
391
Raleigh Capital Management
North Carolina
-$6K -50 Closed
CA
392
Crewe Advisors
Utah
-$3K -29 Closed
CA
393
Clearstead Advisors
Ohio
-$3K -25 Closed
CAL
394
Capital Analysts LLC
Pennsylvania
-$2K -18 Closed
AIP
395
Almanack Investment Partners
Pennsylvania
-$2K -14 Closed
Loomis, Sayles & Company
396
Loomis, Sayles & Company
Massachusetts
-$1K -13 Closed

AMG Hedge Fund Activity: Q4 2022 in Review

366 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2022, worth a combined $5.38B — up 33% from $4.05B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AMG positions and 32 closed out — a net gain of 41 holders — while 122 added to existing stakes and 117 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $353M. The largest seller was EdgePoint Investment Group, cutting an estimated $163M.

  • 366 institutional investors held Affiliated Managers Group (AMG) as of Q4 2022, up from 329 in Q3 2022.
  • Funds reported $5.38B of Affiliated Managers Group stock for Q4 2022, up 33% quarter-over-quarter.
  • 73 funds opened new Affiliated Managers Group positions in Q4 2022 and 32 closed out, a net change of +41 holders.
  • The largest Affiliated Managers Group buyer in Q4 2022 was Morgan Stanley, an estimated $353M added.
  • The largest Affiliated Managers Group seller in Q4 2022 was EdgePoint Investment Group, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2022.