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Affiliated Managers Group

403 hedge funds and large institutions have $5.1B invested in Affiliated Managers Group in 2024 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 119 increasing their positions, 151 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 35

64% more call options, than puts

Call options by funds: $4.15M | Put options by funds: $2.53M

5% more funds holding

Funds holding: 383403 (+20)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $5.16B → $5.1B (-$63.4M)

7.94% less ownership

Funds ownership: 100.87%92.94% (-7.9%)

21% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 151

Holders
403
Holders Change
+20
Holders Change %
+5.22%
% of All Funds
5.81%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
61
Increased
119
Reduced
151
Closed
35
Calls
$4.15M
Puts
$2.53M
Net Calls
+$1.62M
Net Calls Change
+$6.17M
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$39.8M -$9.92M -63,830 -21%
Citadel Advisors
27
Citadel Advisors
Florida
$36.7M -$22.2M -142,872 -39%
RJA
28
Raymond James & Associates
Florida
$35.9M -$3.85M -24,752 -10%
JP Morgan Chase
29
JP Morgan Chase
New York
$30.8M +$771K +4,958 +3%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$29.7M +$7.34M +47,239 +36%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$28.8M +$1.6M +10,315 +6%
Bank of America
32
Bank of America
North Carolina
$24.8M -$2.09M -13,414 -8%
Goldman Sachs
33
Goldman Sachs
New York
$22.1M -$997K -6,414 -5%
First Trust Advisors
34
First Trust Advisors
Illinois
$21.5M -$678K -4,361 -3%
BA
35
Bridgewater Associates
Connecticut
$21.3M +$18K +116 +0.1%
Principal Financial Group
36
Principal Financial Group
Iowa
$21.3M +$489K +3,148 +3%
Assenagon Asset Management
37
Assenagon Asset Management
Luxembourg
$19.3M -$5.1M -32,810 -22%
Macquarie Group
38
Macquarie Group
Australia
$18M -$368K -2,370 -2%
RP
39
Reinhart Partners
Wisconsin
$18M -$773K -4,971 -4%
Retirement Systems of Alabama
40
Retirement Systems of Alabama
Alabama
$17.6M +$17.3K +111 +0.1%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$17.1M -$804K -5,173 -5%
NSAM
42
North Star Asset Management
Wisconsin
$16.7M +$364K +2,343 +2%
Millennium Management
43
Millennium Management
New York
$16.2M -$32.5M -209,061 -68%
N
44
Nuveen
North Carolina
$15.5M -$890K -5,725 -6%
Man Group
45
Man Group
United Kingdom
$15.2M +$1.06M +6,848 +8%
BCM
46
Basswood Capital Management
New York
$15.2M +$14.1M +90,481 New
UBS AM
47
UBS AM
Illinois
$14.7M +$475K +3,058 +4%
Point72 Asset Management
48
Point72 Asset Management
Connecticut
$13.5M +$12.6M +80,857 New
PCM
49
Penn Capital Management
Pennsylvania
$13.5M +$4.1M +26,384 +49%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$13.1M +$123K +789 +1%

AMG Hedge Fund Activity: Q1 2024 in Review

403 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2024, worth a combined $5.1B — down 1.2% from $5.16B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AMG positions and 35 closed out — a net gain of 26 holders — while 119 added to existing stakes and 151 trimmed.

The largest buyer was Invesco, adding an estimated $31.1M. The largest seller was Morgan Stanley, cutting an estimated $417M.

  • 403 institutional investors held Affiliated Managers Group (AMG) as of Q1 2024, up from 383 in Q4 2023.
  • Funds reported $5.1B of Affiliated Managers Group stock for Q1 2024, down 1.2% quarter-over-quarter.
  • 61 funds opened new Affiliated Managers Group positions in Q1 2024 and 35 closed out, a net change of +26 holders.
  • The largest Affiliated Managers Group buyer in Q1 2024 was Invesco, an estimated $31.1M added.
  • The largest Affiliated Managers Group seller in Q1 2024 was Morgan Stanley, an estimated $417M sold.

Based on aggregated 13F filings for Q1 2024.