We are live on ! Find out more
AMG icon

Affiliated Managers Group

405 hedge funds and large institutions have $4.57B invested in Affiliated Managers Group in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 126 increasing their positions, 160 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 48

0% more funds holding

Funds holding: 403405 (+2)

1.09% less ownership

Funds ownership: 92.94%91.85% (-1.1%)

10% less capital invested

Capital invested by funds: $5.1B → $4.57B (-$529M)

21% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 160

77% less call options, than puts

Call options by funds: $1.2M | Put options by funds: $5.3M

Holders
405
Holders Change
+2
Holders Change %
+0.5%
% of All Funds
5.85%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
57
Increased
126
Reduced
160
Closed
48
Calls
$1.2M
Puts
$5.3M
Net Calls
-$4.1M
Net Calls Change
-$5.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
26
Marshall Wace
United Kingdom
$33.6M -$11.3M -71,189 -25%
Invesco
27
Invesco
Georgia
$32.6M -$49.9M -313,523 -60%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$31.1M +$3.43M +21,566 +12%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$30.6M -$6.63M -41,657 -18%
Goldman Sachs
30
Goldman Sachs
New York
$29.1M +$8.65M +54,333 +41%
Qube Research & Technologies (QRT)
31
Qube Research & Technologies (QRT)
United Kingdom
$29M -$9.54M -59,921 -24%
JP Morgan Chase
32
JP Morgan Chase
New York
$28.5M -$267K -1,675 -0.9%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$27.1M +$301K +1,892 +1%
Bank of America
34
Bank of America
North Carolina
$26.2M +$3.09M +19,402 +13%
Man Group
35
Man Group
United Kingdom
$20.8M +$6.74M +42,338 +46%
UBS AM
36
UBS AM
Illinois
$20.7M +$7.16M +44,972 +51%
First Trust Advisors
37
First Trust Advisors
Illinois
$20.5M +$432K +2,715 +2%
Jane Street
38
Jane Street
New York
$18.6M +$17.7M +110,893 +1,350%
N
39
Nuveen
North Carolina
$18.3M +$3.93M +24,714 +27%
BCM
40
Basswood Capital Management
New York
$16.8M +$2.73M +17,121 +19%
Principal Financial Group
41
Principal Financial Group
Iowa
$16.6M -$3.38M -21,226 -17%
Millennium Management
42
Millennium Management
New York
$16.3M +$1.21M +7,613 +8%
Macquarie Group
43
Macquarie Group
Australia
$16.2M -$605K -3,800 -4%
Retirement Systems of Alabama
44
Retirement Systems of Alabama
Alabama
$15.9M -$498K -3,125 -3%
NSAM
45
North Star Asset Management
Wisconsin
$15.6M +$31.5K +198 +0.2%
Victory Capital Management
46
Victory Capital Management
Texas
$15.5M +$9.5M +59,659 +150%
RP
47
Reinhart Partners
Wisconsin
$15.3M -$1.49M -9,389 -9%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$14.3M -$1.71M -10,743 -11%
Renaissance Technologies
49
Renaissance Technologies
New York
$14.1M +$5.33M +33,500 +59%
AG
50
Algert Global
California
$13.9M +$6.08M +38,206 +75%

AMG Hedge Fund Activity: Q2 2024 in Review

405 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2024, worth a combined $4.57B — down 10% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AMG positions and 48 closed out — a net gain of 9 holders — while 126 added to existing stakes and 160 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $181M.

  • 405 institutional investors held Affiliated Managers Group (AMG) as of Q2 2024, up from 403 in Q1 2024.
  • Funds reported $4.57B of Affiliated Managers Group stock for Q2 2024, down 10% quarter-over-quarter.
  • 57 funds opened new Affiliated Managers Group positions in Q2 2024 and 48 closed out, a net change of +9 holders.
  • The largest Affiliated Managers Group buyer in Q2 2024 was Boston Partners, an estimated $115M added.
  • The largest Affiliated Managers Group seller in Q2 2024 was Fidelity Investments, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2024.