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Affiliated Managers Group
AMG

Overview Fund Activity

381 hedge funds and large institutions have $5.16B invested in Affiliated Managers Group in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 130 increasing their positions, 126 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+26
Holders Change %
+7.32%
% of All Funds
5.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
67
Increased
130
Reduced
126
Closed
35
Calls
$4.09M
Puts
$8.63M
Net Calls
-$4.54M
Net Calls Change
-$4.11M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$409M
2
CCM
Channing Capital Management
Illinois
+$62.7M
3
Marshall Wace
Marshall Wace
United Kingdom
+$51.3M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$18.9M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$18.5M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
-$239M
2
State Street
State Street
Massachusetts
-$34.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$20.4M
4
Millennium Management
Millennium Management
New York
-$19.8M
5
PCM
Prana Capital Management
Connecticut
-$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
376
Central Trust Company
Missouri
$455 +$455 +3 New
BWM
377
Baystate Wealth Management
Massachusetts
$341 +$341 +2 New
TWP
378
TFO Wealth Partners
Ohio
$303 – – –
AF
379
Advisornet Financial
Minnesota
$303 +$303 +2 New
SAM
380
Smartleaf Asset Management
Massachusetts
$152 – – –
AWM
381
Abound Wealth Management
Tennessee
$46 – – –
EIG
382
EdgePoint Investment Group
Ontario, Canada
– -$239M -1,832,474 Closed
Balyasny Asset Management
383
Balyasny Asset Management
Illinois
– -$7.18M -55,062 Closed
MCM
384
Maltese Capital Management
New York
– -$4.34M -33,300 Closed
JAM
385
Jupiter Asset Management
United Kingdom
– -$4.2M -32,242 Closed
GC
386
Gillson Capital
Illinois
– -$2.93M -22,510 Closed
Schroder Investment Management Group
387
Schroder Investment Management Group
United Kingdom
– -$1.99M -15,234 Closed
GCM
388
Genus Capital Management
British Columbia, Canada
– -$1.75M -13,400 Closed
Walleye Capital
389
Walleye Capital
New York
– -$1.42M -10,897 Closed
Toronto Dominion Bank
390
Toronto Dominion Bank
Ontario, Canada
– -$1.12M -8,603 Closed
XT
391
XTX Topco
Cayman Islands
– -$883K -6,777 Closed
DFCM
392
Dark Forest Capital Management
Puerto Rico
– -$667K -5,118 Closed
TC
393
TwinBeech Capital
New York
– -$635K -4,869 Closed
SIA
394
SkyView Investment Advisors
New Jersey
– -$588K -4,509 Closed
RSWM
395
Robertson Stephens Wealth Management
California
– -$535K -4,103 Closed
BMCM
396
Burns Matteson Capital Management
New York
– -$515K -3,950 Closed
ESCM
397
Echo Street Capital Management
New York
– -$422K -3,237 Closed
Asset Management One
398
Asset Management One
Japan
– -$371K -2,846 Closed
Capstone Investment Advisors
399
Capstone Investment Advisors
New York
– -$331K -2,540 Closed
VF
400
Virtu Financial
New York
– -$316K -2,423 Closed
13 14 15
16
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