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Affiliated Managers Group

380 hedge funds and large institutions have $4.94B invested in Affiliated Managers Group in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $3.48M | Put options by funds: $2.2M

1% more capital invested

Capital invested by funds: $4.92B → $4.94B (+$24.7M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 42

2% less funds holding

Funds holding: 386380 (-6)

5.42% less ownership

Funds ownership: 98.11%92.7% (-5.4%)

34% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 170

Holders
380
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
38
Increased
112
Reduced
170
Closed
42
Calls
$3.48M
Puts
$2.2M
Net Calls
+$1.27M
Net Calls Change
-$334K
Name Holding Trade Value Shares
Change
Change in
Stake
AGP
401
Autumn Glory Partners
Texas
-$263K -1,850 Closed
RWM
402
Ritholtz Wealth Management
New York
-$222K -1,558 Closed
AC
403
AXQ Capital
New Jersey
-$221K -1,552 Closed
CL
404
CSS LLC
Illinois
-$214K -1,500 Closed
UCFA
405
United Capital Financial Advisors
Texas
-$208K -1,458 Closed
AIM
406
Aigen Investment Management
New York
-$202K -1,416 Closed
GC
407
Globeflex Capital
California
-$96K -674 Closed
IUHSA
408
Itau Unibanco Holding S.A.
Brazil
-$89.2K -626 Closed
BAM
409
Belpointe Asset Management
Nevada
-$33.9K -238 Closed
EI
410
Ellevest Inc
New York
-$29.8K -209 Closed
TWA
411
TCI Wealth Advisors
Arizona
-$29.2K -205 Closed
MC
412
Machina Capital
France
-$27.8K -195 Closed
CT
413
Caldwell Trust
Florida
-$14.2K -100 Closed
RI
414
Ridgewood Investments
New Jersey
-$7.12K -50 Closed
SC
415
Schubert & Co
Texas
-$4.13K -29 Closed
SFG
416
Steward Financial Group
Texas
-$3K -26 Closed
GBT
417
Grove Bank & Trust
Florida
-$2.14K -15 Closed
AAS
418
Ameritas Advisory Services
Nebraska
-$858 -6 Closed
2L
419
25 LLC
Missouri
-$568 -4 Closed
EC
420
Elequin Capital
New York
-$427 -3 Closed
HI
421
Horizon Investments
North Carolina
-$285 -2 Closed
TFM
422
TFC Financial Management
Massachusetts
-$143 -1 Closed

AMG Hedge Fund Activity: Q2 2023 in Review

380 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2023, worth a combined $4.94B — up 0.5% from $4.92B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of AMG and 38 opened new positions — a net loss of 4 holders — while 170 trimmed existing stakes and 112 added.

The largest buyer was Norges Bank, adding an estimated $43.1M. The largest seller was Envestnet Asset Management, cutting an estimated $105M.

  • 380 institutional investors held Affiliated Managers Group (AMG) as of Q2 2023, down from 386 in Q1 2023.
  • Funds reported $4.94B of Affiliated Managers Group stock for Q2 2023, up 0.5% quarter-over-quarter.
  • 38 funds opened new Affiliated Managers Group positions in Q2 2023 and 42 closed out, a net change of -4 holders.
  • The largest Affiliated Managers Group buyer in Q2 2023 was Norges Bank, an estimated $43.1M added.
  • The largest Affiliated Managers Group seller in Q2 2023 was Envestnet Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2023.