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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
CA
401
Clearstead Advisors
Ohio
$555 +$560 +3 New
GFPC
402
Global Financial Private Client
Florida
$555 +$560 +3 New
CTWM
403
Cherry Tree Wealth Management
Minnesota
$370 +$373 +2 New
WAS
404
Winch Advisory Services
Wisconsin
$370 +$373 +2 New
RIL
405
Rothschild Investment LLC
Illinois
$185
PWM
406
Parkworth Wealth Management
California
$185 +$187 +1 New
RFG
407
REAP Financial Group
Texas
$92 +$187 +1 New
Jane Street
408
Jane Street
New York
-$15.1M -84,852 Closed
Axa
409
Axa
France
-$7.27M -40,886 Closed
CCIA
410
Campbell & Co Investment Adviser
Maryland
-$5.64M -31,694 Closed
CI
411
CX Institutional
Indiana
-$4.66M -26,224 Closed
SSA
412
Schonfeld Strategic Advisors
New York
-$3.87M -21,793 Closed
VCA
413
Verdence Capital Advisors
Maryland
-$3.33M -18,711 Closed
CSS
414
Cubist Systematic Strategies
Connecticut
-$3.04M -17,124 Closed
NL
415
NKCFO LLC
Illinois
-$2.83M -15,900 Closed
AU
416
Algebris (UK)
United Kingdom
-$2.2M -13,773 Closed
DTL
417
Dynamic Technology Lab
Singapore
-$2.36M -13,277 Closed
WAM
418
Weiss Asset Management
Massachusetts
-$2.13M -11,980 Closed
TC
419
TwinBeech Capital
New York
-$1.93M -10,831 Closed
CIP
420
Convergence Investment Partners
Florida
-$1.69M -9,530 Closed
PAS
421
Point72 Asia (Singapore)
Singapore
-$1.64M -9,228 Closed
NRD
422
Nebula Research & Development
New York
-$1.5M -8,416 Closed
CC
423
Centiva Capital
New York
-$1.31M -7,345 Closed
ACM
424
Aquatic Capital Management
Illinois
-$1.21M -6,800 Closed
HLCM
425
Hi-Line Capital Management
South Dakota
-$1.17M -6,581 Closed

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.