We are live on ! Find out more
AMG icon

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
M
401
MOTCO
Texas
$1.96K
SIC
402
SJS Investment Consulting
Ohio
$1.96K +$170 +1 +10%
AWM
403
Avior Wealth Management
Nebraska
$1.78K -$679 -4 -29%
DPW
404
DiNuzzo Private Wealth
Pennsylvania
$1.6K
TIM
405
Tortoise Investment Management
New York
$1.42K -$1.02K -6 -43%
HI
406
Horizon Investments
North Carolina
$1.42K +$1.36K +8 New
S
407
Sachetta
Massachusetts
$1.25K
CAL
408
Capital Analysts LLC
Pennsylvania
$1K
FMP
409
Financial Management Professionals
Texas
$1K
AW
410
Avion Wealth
Texas
$1K +$510 +3 +75%
RCM
411
Raleigh Capital Management
North Carolina
$889
AAP
412
Arax Advisory Partners
Colorado
$712 +$679 +4 New
BWL
413
Bogart Wealth LLC
Virginia
$711
CTC
414
Central Trust Company
Missouri
$534
PWMG
415
Prestige Wealth Management Group
New Jersey
$534
AF
416
Advisornet Financial
Minnesota
$533 -$340 -2 -40%
CA
417
Claris Advisors
Missouri
$533 +$510 +3 New
BF
418
BOK Financial
Oklahoma
$357
FPFS
419
First Personal Financial Services
North Carolina
$356 +$340 +2 New
AFS
420
Annapolis Financial Services
Maryland
$265 +$170 +1 New
RIL
421
Rothschild Investment LLC
Illinois
$178 +$170 +1 New
Marshall Wace
422
Marshall Wace
United Kingdom
-$33.6M -215,059 Closed
DZ Bank
423
DZ Bank
Germany
-$5.98M -38,292 Closed
Ohio Public Employees Retirement System (OPERS)
424
Ohio Public Employees Retirement System (OPERS)
Ohio
-$3.44M -22,007 Closed
AP
425
Advisors Preferred
Maryland
-$2.79M -17,987 Closed

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.