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Affiliated Managers Group

380 hedge funds and large institutions have $4.94B invested in Affiliated Managers Group in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $3.48M | Put options by funds: $2.2M

1% more capital invested

Capital invested by funds: $4.92B → $4.94B (+$24.7M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 42

2% less funds holding

Funds holding: 386380 (-6)

5.42% less ownership

Funds ownership: 98.11%92.7% (-5.4%)

34% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 170

Holders
380
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
38
Increased
112
Reduced
170
Closed
42
Calls
$3.48M
Puts
$2.2M
Net Calls
+$1.27M
Net Calls Change
-$334K
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
376
Prestige Wealth Management Group
New Jersey
$450
PFBT
377
Parkside Financial Bank & Trust
Missouri
$300
TWP
378
TFO Wealth Partners
Ohio
$300
ECM
379
EMC Capital Management
Texas
$75 +$767K +5,355 +572%
Comerica Bank
380
Comerica Bank
Texas
$3 +$66.6M +465,331 New
PAM
381
Panagora Asset Management
Massachusetts
-$15.3M -107,105 Closed
CCM
382
Cinctive Capital Management
New York
-$12.1M -84,686 Closed
TC
383
TwinBeech Capital
New York
-$5.06M -35,560 Closed
TC
384
Taika Capital
Florida
-$3.9M -27,390 Closed
Voloridge Investment Management
385
Voloridge Investment Management
Florida
-$3.61M -25,313 Closed
JMPWA
386
JP Morgan Private Wealth Advisors
California
-$3.38M -23,742 Closed
CS
387
Candriam SCA
Luxembourg
-$2.49M -19,008 Closed
Marshall Wace
388
Marshall Wace
United Kingdom
-$2.09M -14,673 Closed
GCM
389
Graham Capital Management
Connecticut
-$1.74M -12,247 Closed
APG Asset Management
390
APG Asset Management
Netherlands
-$1.51M -11,500 Closed
Aviva
391
Aviva
United Kingdom
-$1.25M -8,810 Closed
GCP
392
GSA Capital Partners
United Kingdom
-$1.17M -8,202 Closed
DF
393
Donoghue Forlines
Massachusetts
-$1.12M -7,890 Closed
DTL
394
Dynamic Technology Lab
Singapore
-$739K -5,190 Closed
TCM
395
Teza Capital Management
Illinois
-$655K -4,596 Closed
QT
396
Quantamental Technologies
New York
-$499K -3,504 Closed
VI
397
Versor Investments
New York
-$410K -2,876 Closed
Tudor Investment Corp
398
Tudor Investment Corp
Connecticut
-$369K -2,590 Closed
SMF
399
Sterling Manor Financial
New York
-$341K -2,394 Closed
MCCA
400
Mill Creek Capital Advisors
Pennsylvania
-$273K -1,914 Closed

AMG Hedge Fund Activity: Q2 2023 in Review

380 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2023, worth a combined $4.94B — up 0.5% from $4.92B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of AMG and 38 opened new positions — a net loss of 4 holders — while 170 trimmed existing stakes and 112 added.

The largest buyer was Norges Bank, adding an estimated $43.1M. The largest seller was Envestnet Asset Management, cutting an estimated $105M.

  • 380 institutional investors held Affiliated Managers Group (AMG) as of Q2 2023, down from 386 in Q1 2023.
  • Funds reported $4.94B of Affiliated Managers Group stock for Q2 2023, up 0.5% quarter-over-quarter.
  • 38 funds opened new Affiliated Managers Group positions in Q2 2023 and 42 closed out, a net change of -4 holders.
  • The largest Affiliated Managers Group buyer in Q2 2023 was Norges Bank, an estimated $43.1M added.
  • The largest Affiliated Managers Group seller in Q2 2023 was Envestnet Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2023.