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Affiliated Managers Group

421 hedge funds and large institutions have $5.04B invested in Affiliated Managers Group in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 143 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 40

10% more capital invested

Capital invested by funds: $4.57B → $5.04B (+$469M)

4% more funds holding

Funds holding: 405421 (+16)

3.25% more ownership

Funds ownership: 91.85%95.1% (+3.2%)

5% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 143

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

59% less call options, than puts

Call options by funds: $1.94M | Put options by funds: $4.78M

Holders
421
Holders Change
+16
Holders Change %
+3.95%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
59
Increased
150
Reduced
143
Closed
40
Calls
$1.94M
Puts
$4.78M
Net Calls
-$2.84M
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
FPF
376
First Pacific Financial
Washington
$6.93K +$1.02K +6 +18%
PS
377
Principal Securities
Iowa
$6.58K +$5.26K +31 +517%
MPWT
378
MassMutual Private Wealth & Trust
Connecticut
$5.87K -$1.53K -9 -21%
1IA
379
1620 Investment Advisors
Massachusetts
$5.33K
JWA
380
JFS Wealth Advisors
Pennsylvania
$5.33K
KFI
381
Key Financial Inc
Pennsylvania
$4.8K
CFO
382
CVA Family Office
Colorado
$4.45K
Mitsubishi UFJ Asset Management
383
Mitsubishi UFJ Asset Management
Japan
$4.45K
ADL
384
Asset Dedication LLC
California
$4.09K
FWM
385
FSA Wealth Management
Massachusetts
$4.09K +$3.91K +23 New
HWM
386
Hemington Wealth Management
Virginia
$4K +$3.57K +21 New
MFT
387
Moisand Fitzgerald Tamayo
Florida
$3.91K
GWM
388
Geneos Wealth Management
Colorado
$3.91K +$3.06K +18 +450%
TWD
389
True Wealth Design
Ohio
$3.73K -$916K -5,393 -100%
MG
390
Mather Group
Illinois
$3.67K +$170 +1 +5%
CFD
391
Creative Financial Designs
Indiana
$3.56K
LFA
392
LGT Financial Advisors
Texas
$3.2K
HGA
393
Hobbs Group Advisors
South Carolina
$3.02K
PWMG
394
Private Wealth Management Group
New Jersey
$3.02K
WCM
395
Westend Capital Management
California
$2.85K
NA
396
NewEdge Advisors
Louisiana
$2.67K
HPC
397
HM Payson & Co
Maine
$2.49K +$2.38K +14 New
FMII
398
Farmers & Merchants Investments Inc
Nebraska
$2.49K
AFWM
399
Abich Financial Wealth Management
Virginia
$2.49K +$2.38K +14 New
CA
400
Continuum Advisory
Idaho
$2.25K +$2.04K +12 New

AMG Hedge Fund Activity: Q3 2024 in Review

421 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2024, worth a combined $5.04B — up 10% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new AMG positions and 40 closed out — a net gain of 19 holders — while 150 added to existing stakes and 143 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26M. The largest seller was Fidelity Investments, cutting an estimated $52.9M.

  • 421 institutional investors held Affiliated Managers Group (AMG) as of Q3 2024, up from 405 in Q2 2024.
  • Funds reported $5.04B of Affiliated Managers Group stock for Q3 2024, up 10% quarter-over-quarter.
  • 59 funds opened new Affiliated Managers Group positions in Q3 2024 and 40 closed out, a net change of +19 holders.
  • The largest Affiliated Managers Group buyer in Q3 2024 was Morgan Stanley, an estimated $26M added.
  • The largest Affiliated Managers Group seller in Q3 2024 was Fidelity Investments, an estimated $52.9M sold.

Based on aggregated 13F filings for Q3 2024.