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Affiliated Managers Group
AMG

Overview Fund Activity

405 hedge funds and large institutions have $5.2B invested in Affiliated Managers Group in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 168 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
-12
Holders Change %
-2.88%
% of All Funds
5.39%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
49
Increased
119
Reduced
168
Closed
53
Calls
$1.46M
Puts
$3.26M
Net Calls
-$1.8M
Net Calls Change
+$1.04M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$219M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$78.4M
3
Millennium Management
3
Millennium Management
New York
$56.5M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$42M
5
UBS AM
5
UBS AM
Illinois
$25.1M

Top Sellers

1
CCP
1
Clarkston Capital Partners
Michigan
$291M
2
Morgan Stanley
2
Morgan Stanley
New York
$422M
3
KP
3
Kiltearn Partners
United Kingdom
$70.4M
4
Jane Street
4
Jane Street
New York
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$9.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
376
HM Payson & Co
Maine
$2.59K – – –
CA
377
Continuum Advisory
Idaho
$2.22K – – –
M
378
MOTCO
Texas
$2.03K – – –
LDB
379
Lee, Danner & Bass
Tennessee
$2.03K +$2.03K +11 New
HT
380
Headlands Technologies
Illinois
$2.03K +$2.03K +11 New
S
381
Sachetta
Massachusetts
$1.85K +$555 +3 +43%
DPW
382
DiNuzzo Private Wealth
Pennsylvania
$1.67K – – –
SIC
383
SJS Investment Consulting
Ohio
$1.48K -$555 -3 -27%
AAP
384
Arax Advisory Partners
Colorado
$1.48K +$740 +4 +100%
TIM
385
Tortoise Investment Management
New York
$1.48K – – –
LFG
386
Larson Financial Group
Missouri
$1.29K +$1.29K +7 New
Kayne Anderson Rudnick Investment Management
387
Kayne Anderson Rudnick Investment Management
California
$1.11K -$9.62K -52 -90%
WA
388
Whipplewood Advisors
Colorado
$1.11K +$1.11K +6 New
AWM
389
Avior Wealth Management
Nebraska
$1.11K -$739 -4 -40%
AW
390
Avion Wealth
Texas
$1K – – –
RCM
391
Raleigh Capital Management
North Carolina
$925 – – –
HWA
392
HHM Wealth Advisors
Tennessee
$925 +$925 +5 New
BWL
393
Bogart Wealth LLC
Virginia
$740 – – –
LCM
394
Logan Capital Management
Pennsylvania
$740 +$740 +4 New
CTC
395
Central Trust Company
Missouri
$555 – – –
FMP
396
Financial Management Professionals
Texas
$555 – – –
PWMG
397
Prestige Wealth Management Group
New Jersey
$555 – – –
GFPC
398
Global Financial Private Client
Florida
$555 +$555 +3 New
CA
399
Clearstead Advisors
Ohio
$555 +$555 +3 New
WAS
400
Winch Advisory Services
Wisconsin
$370 +$370 +2 New
14 15
16
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