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Affiliated Managers Group
AMG

Overview Fund Activity

403 hedge funds and large institutions have $4.57B invested in Affiliated Managers Group in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 126 increasing their positions, 158 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
+3
Holders Change %
+0.75%
% of All Funds
5.86%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
57
Increased
126
Reduced
158
Closed
47
Calls
$1.2M
Puts
$5.31M
Net Calls
-$4.1M
Net Calls Change
-$5.73M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$113M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$64.8M
3
Citadel Advisors
Citadel Advisors
Florida
$70.9M
4
AI
Ariel Investments
Illinois
$225M
5
Jane Street
Jane Street
New York
$18.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$84.2M
2
SCM
Spyglass Capital Management
California
$0
3
Invesco
Invesco
Georgia
$32.6M
4
Morgan Stanley
Morgan Stanley
New York
$346M
5
BlackRock
BlackRock
New York
$481M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
376
West Paces Advisors
Georgia
$2.5K – – –
WCM
377
Westend Capital Management
California
$2.48K – – –
JWM
378
Janiczek Wealth Management
Colorado
$2.34K +$313 +2 +15%
NA
379
NewEdge Advisors
Louisiana
$2.34K -$15.6K -100 -87%
CFGS
380
Concourse Financial Group Securities
Alabama
$2.34K +$2.34K +15 New
AWM
381
Avior Wealth Management
Nebraska
$2.19K -$6.09K -39 -74%
FMII
382
Farmers & Merchants Investments Inc
Nebraska
$2.19K -$312 -2 -13%
TIM
383
Tortoise Investment Management
New York
$2.19K – – –
M
384
MOTCO
Texas
$1.72K – – –
SIC
385
SJS Investment Consulting
Ohio
$1.56K – – –
DPW
386
DiNuzzo Private Wealth
Pennsylvania
$1.41K -$156 -1 -10%
Kayne Anderson Rudnick Investment Management
387
Kayne Anderson Rudnick Investment Management
California
$1.41K +$469 +3 +50%
S
388
Sachetta
Massachusetts
$1.29K +$1.29K +7 New
CAL
389
Capital Analysts LLC
Pennsylvania
$1K +$1K +4 New
PS
390
Principal Securities
Iowa
$937 +$937 +6 New
RCM
391
Raleigh Capital Management
North Carolina
$781 – – –
AF
392
Advisornet Financial
Minnesota
$781 +$469 +3 +150%
HNB
393
Huntington National Bank
Ohio
$625 -$938 -6 -60%
BWL
394
Bogart Wealth LLC
Virginia
$625 – – –
GWM
395
Geneos Wealth Management
Colorado
$625 – – –
IC
396
Innealta Capital
Texas
$624 +$624 +4 New
CTC
397
Central Trust Company
Missouri
$469 – – –
PWMG
398
Prestige Wealth Management Group
New Jersey
$469 – – –
BF
399
BOK Financial
Oklahoma
$312 -$7.96K -51 -96%
TFM
400
TFC Financial Management
Massachusetts
$157 +$157 +1 New
14 15
16
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