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Affiliated Managers Group

408 hedge funds and large institutions have $5.21B invested in Affiliated Managers Group in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 171 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

3% more capital invested

Capital invested by funds: $5.04B → $5.21B (+$166M)

9% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 53

1.33% less ownership

Funds ownership: 95.1%93.76% (-1.3%)

3% less funds holding

Funds holding: 421408 (-13)

30% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 171

55% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $3.26M

Holders
408
Holders Change
-13
Holders Change %
-3.09%
% of All Funds
5.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
48
Increased
120
Reduced
171
Closed
53
Calls
$1.46M
Puts
$3.26M
Net Calls
-$1.79M
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
376
Westend Capital Management
California
$2.96K
NA
377
NewEdge Advisors
Louisiana
$2.77K
FMII
378
Farmers & Merchants Investments Inc
Nebraska
$2.59K
HPC
379
HM Payson & Co
Maine
$2.59K
CA
380
Continuum Advisory
Idaho
$2.22K
M
381
MOTCO
Texas
$2.03K
HT
382
Headlands Technologies
Illinois
$2.03K +$2.05K +11 New
LDB
383
Lee, Danner & Bass
Tennessee
$2.03K +$2.05K +11 New
S
384
Sachetta
Massachusetts
$1.85K +$560 +3 +43%
DPW
385
DiNuzzo Private Wealth
Pennsylvania
$1.67K
SIC
386
SJS Investment Consulting
Ohio
$1.48K -$560 -3 -27%
AAP
387
Arax Advisory Partners
Colorado
$1.48K +$746 +4 +100%
TIM
388
Tortoise Investment Management
New York
$1.48K
LFG
389
Larson Financial Group
Missouri
$1.29K +$1.31K +7 New
Kayne Anderson Rudnick Investment Management
390
Kayne Anderson Rudnick Investment Management
California
$1.11K -$9.7K -52 -90%
WA
391
Whipplewood Advisors
Colorado
$1.11K +$1.12K +6 New
AWM
392
Avior Wealth Management
Nebraska
$1.11K -$746 -4 -40%
AW
393
Avion Wealth
Texas
$1K
RCM
394
Raleigh Capital Management
North Carolina
$925
HWA
395
HHM Wealth Advisors
Tennessee
$925 +$933 +5 New
BWL
396
Bogart Wealth LLC
Virginia
$740
LCM
397
Logan Capital Management
Pennsylvania
$740 +$746 +4 New
CTC
398
Central Trust Company
Missouri
$555
FMP
399
Financial Management Professionals
Texas
$555
PWMG
400
Prestige Wealth Management Group
New Jersey
$555

AMG Hedge Fund Activity: Q4 2024 in Review

408 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2024, worth a combined $5.21B — up 3.3% from $5.04B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of AMG and 48 opened new positions — a net loss of 5 holders — while 171 trimmed existing stakes and 120 added.

The largest buyer was Boston Partners, adding an estimated $69.7M. The largest seller was Clarkston Capital Partners, cutting an estimated $37.9M.

  • 408 institutional investors held Affiliated Managers Group (AMG) as of Q4 2024, down from 421 in Q3 2024.
  • Funds reported $5.21B of Affiliated Managers Group stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q4 2024 and 53 closed out, a net change of -5 holders.
  • The largest Affiliated Managers Group buyer in Q4 2024 was Boston Partners, an estimated $69.7M added.
  • The largest Affiliated Managers Group seller in Q4 2024 was Clarkston Capital Partners, an estimated $37.9M sold.

Based on aggregated 13F filings for Q4 2024.