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Affiliated Managers Group
AMG

Overview Fund Activity

400 hedge funds and large institutions have $5.09B invested in Affiliated Managers Group in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 118 increasing their positions, 151 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+19
Holders Change %
+4.99%
% of All Funds
5.8%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
60
Increased
118
Reduced
151
Closed
35
Calls
$4.15M
Puts
$2.53M
Net Calls
+$1.62M
Net Calls Change
+$6.17M

Top Buyers

1
Invesco
Invesco
Georgia
$87.4M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$41.1M
3
BCM
Basswood Capital Management
New York
$15.2M
4
AI
Ariel Investments
Illinois
$222M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$13.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$418M
2
CCP
Clarkston Capital Partners
Michigan
$314M
3
Millennium Management
Millennium Management
New York
$16.2M
4
Citadel Advisors
Citadel Advisors
Florida
$36.7M
5
KP
Kiltearn Partners
United Kingdom
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
376
West Paces Advisors
Georgia
$2.68K +$2.68K +16 New
TIM
377
Tortoise Investment Management
New York
$2.35K +$2.35K +14 New
JWM
378
Janiczek Wealth Management
Colorado
$2.18K – – –
MIM
379
Macroview Investment Management
Maryland
$2.01K – – –
PWMG
380
Private Wealth Management Group
New Jersey
$2.01K – – –
M
381
MOTCO
Texas
$1.84K -$167 -1 -8%
DPW
382
DiNuzzo Private Wealth
Pennsylvania
$1.68K – – –
JFGIW
383
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.68K – – –
SIC
384
SJS Investment Consulting
Ohio
$1.68K +$335 +2 +25%
HNB
385
Huntington National Bank
Ohio
$1.68K +$1.68K +10 New
SWM
386
Spire Wealth Management
Virginia
$1.6K +$1.6K +10 New
GRP
387
Global Retirement Partners
California
$1.17K -$335 -2 -22%
SFA
388
Semmax Financial Advisors
North Carolina
$1.1K +$1.1K +7 New
Kayne Anderson Rudnick Investment Management
389
Kayne Anderson Rudnick Investment Management
California
$1.01K – – –
FMP
390
Financial Management Professionals
Texas
$1K – – –
AW
391
Avion Wealth
Texas
$1K – – –
RCM
392
Raleigh Capital Management
North Carolina
$837 – – –
BWL
393
Bogart Wealth LLC
Virginia
$670 – – –
GWM
394
Geneos Wealth Management
Colorado
$670 – – –
MAWCM
395
Mine & Arao Wealth Creation & Management
California
$670 +$670 +4 New
CTC
396
Central Trust Company
Missouri
$503 – – –
PWMG
397
Prestige Wealth Management Group
New Jersey
$503 – – –
TWP
398
TFO Wealth Partners
Ohio
$335 – – –
AF
399
Advisornet Financial
Minnesota
$335 – – –
WMSA
400
Weiss Multi-Strategy Advisers
New York
– -$9.52M -62,838 Closed
14 15
16
17 18