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.
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: 405 → 421 (+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: 6 → 6 (0)
59% less call options, than puts
Call options by funds: $1.94M | Put options by funds: $4.78M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$26M |
| 2 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$24.4M |
| 3 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$19.3M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
+$15.2M |
| 5 |
GF
Goodman Financial
Houston,
Texas
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$52.9M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$49.8M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$33.6M |
| 4 |
BlackRock
New York
|
-$27.5M |
| 5 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
-$15.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EC
451
EntryPoint Capital
New York
| – | -$97.5K | -624 | Closed |
|
452
Daiwa Securities Group
Tokyo,
Japan
| – | -$47K | -300 | Closed |
|
|
IRC
453
Investors Research Corp
Atlanta,
Georgia
| – | -$23.4K | -150 | Closed |
|
454
Simplex Trading
Chicago,
Illinois
| – | -$13K | -84 | Closed |
|
|
ATPW
455
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| – | -$11.2K | -72 | Closed |
|
|
N
456
Natixis
Paris,
France
| – | -$9.06K | -58 | Closed |
|
|
WB
457
Webster Bank
Waterbury,
Connecticut
| – | -$5.16K | -33 | Closed |
|
|
WPA
458
West Paces Advisors
Atlanta,
Georgia
| – | -$2.5K | -16 | Closed |
|
|
IC
459
Innealta Capital
Austin,
Texas
| – | -$624 | -4 | Closed |
|
|
HIA
460
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$156 | -1 | Closed |
|
|
TFM
461
TFC Financial Management
Boston,
Massachusetts
| – | -$157 | -1 | 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.