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Affiliated Managers Group

366 hedge funds and large institutions have $5.38B invested in Affiliated Managers Group in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

33% more capital invested

Capital invested by funds: $4.05B → $5.38B (+$1.34B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more funds holding

Funds holding: 329366 (+37)

9% more call options, than puts

Call options by funds: $9.93M | Put options by funds: $9.11M

4% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 117

2.06% less ownership

Funds ownership: 94.94%92.88% (-2.1%)

Holders
366
Holders Change
+37
Holders Change %
+11.25%
% of All Funds
5.88%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
73
Increased
122
Reduced
117
Closed
32
Calls
$9.93M
Puts
$9.11M
Net Calls
+$823K
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$29.8M +$5.63M +39,771 +27%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$29.6M +$13.1M +92,585 +98%
Bank of America
28
Bank of America
North Carolina
$29.4M -$3.28M -23,163 -11%
Invesco
29
Invesco
Georgia
$26.7M +$7.56M +53,448 +46%
LSV Asset Management
30
LSV Asset Management
Illinois
$26.4M -$1.39M -9,800 -6%
Lazard Asset Management
31
Lazard Asset Management
New York
$26.2M +$23.3M +164,677 +24,289%
JP Morgan Chase
32
JP Morgan Chase
New York
$25M -$3.93M -27,764 -15%
Principal Financial Group
33
Principal Financial Group
Iowa
$23.4M -$186K -1,315 -0.9%
RP
34
Reinhart Partners
Wisconsin
$23.3M +$25.2K +178 +0.1%
Point72 Asset Management
35
Point72 Asset Management
Connecticut
$22.1M +$16.1M +113,800 +443%
PCH
36
Polar Capital Holdings
United Kingdom
$20.9M +$352K +2,486 +2%
N
37
Nuveen
North Carolina
$20.5M +$3.79M +26,771 +26%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$18.6M +$475K +3,359 +3%
HW
39
Hancock Whitney
Mississippi
$18.4M +$387K +2,739 +2%
Macquarie Group
40
Macquarie Group
Australia
$17.5M -$424K -2,994 -3%
PAM
41
Panagora Asset Management
Massachusetts
$17.3M +$2.63M +18,556 +21%
Deutsche Bank
42
Deutsche Bank
Germany
$16.8M +$3.95M +27,894 +36%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$15.4M +$199K +1,405 +1%
Two Sigma Investments
44
Two Sigma Investments
New York
$15.3M +$9.54M +67,412 +231%
CCM
45
Channing Capital Management
Illinois
$15.2M -$89.1K -630 -0.7%
NSAM
46
North Star Asset Management
Wisconsin
$15.1M +$77.9K +551 +0.6%
Swiss National Bank
47
Swiss National Bank
Switzerland
$14.6M +$84.9K +600 +0.7%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$14.6M +$7.27M +51,400 +127%
PCM
49
Prana Capital Management
Connecticut
$14.5M -$16.4M -115,869 -56%
SSA
50
Schonfeld Strategic Advisors
New York
$14.5M -$16.6M -117,189 -56%

AMG Hedge Fund Activity: Q4 2022 in Review

366 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2022, worth a combined $5.38B — up 33% from $4.05B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AMG positions and 32 closed out — a net gain of 41 holders — while 122 added to existing stakes and 117 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $353M. The largest seller was EdgePoint Investment Group, cutting an estimated $163M.

  • 366 institutional investors held Affiliated Managers Group (AMG) as of Q4 2022, up from 329 in Q3 2022.
  • Funds reported $5.38B of Affiliated Managers Group stock for Q4 2022, up 33% quarter-over-quarter.
  • 73 funds opened new Affiliated Managers Group positions in Q4 2022 and 32 closed out, a net change of +41 holders.
  • The largest Affiliated Managers Group buyer in Q4 2022 was Morgan Stanley, an estimated $353M added.
  • The largest Affiliated Managers Group seller in Q4 2022 was EdgePoint Investment Group, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2022.