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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.

New
Increased
Maintained
Reduced
Closed

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: 405421 (+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: 66 (0)

59% less call options, than puts

Call options by funds: $1.94M | Put options by funds: $4.78M

Holders
421
Holders Change
+16
Holders Change %
+3.95%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
59
Increased
150
Reduced
143
Closed
40
Calls
$1.94M
Puts
$4.78M
Net Calls
-$2.84M
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$34.3M +$4.36M +25,651 +15%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$32.9M +$1.96M +11,565 +7%
JP Morgan Chase
28
JP Morgan Chase
New York
$31.4M -$914K -5,383 -3%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$30M -$5.19M -30,566 -15%
RJA
30
Raymond James & Associates
Florida
$29.4M -$11.7M -69,077 -29%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$25.5M -$8.92M -52,538 -27%
Millennium Management
32
Millennium Management
New York
$24.9M +$6.06M +35,656 +34%
Goldman Sachs
33
Goldman Sachs
New York
$24.1M -$8.61M -50,689 -27%
Qube Research & Technologies (QRT)
34
Qube Research & Technologies (QRT)
United Kingdom
$23.6M -$8.98M -52,873 -28%
BCM
35
Basswood Capital Management
New York
$23.5M +$4.14M +24,379 +23%
First Trust Advisors
36
First Trust Advisors
Illinois
$22.8M -$532K -3,132 -2%
N
37
Nuveen
North Carolina
$22.4M +$1.45M +8,514 +7%
GLA
38
Great Lakes Advisors
Illinois
$20.2M +$19.3M +113,802 New
Victory Capital Management
39
Victory Capital Management
Texas
$20.1M +$2.34M +13,784 +14%
Voloridge Investment Management
40
Voloridge Investment Management
Florida
$19.9M +$4.81M +28,321 +34%
Franklin Resources
41
Franklin Resources
California
$19.4M +$2.67M +15,746 +18%
Macquarie Group
42
Macquarie Group
Australia
$18.2M -$187K -1,100 -1%
NSAM
43
North Star Asset Management
Wisconsin
$18M +$225K +1,323 +1%
Los Angeles Capital Management
44
Los Angeles Capital Management
California
$17.8M +$7.03M +41,413 +71%
Renaissance Technologies
45
Renaissance Technologies
New York
$17.7M +$1.63M +9,600 +11%
Retirement Systems of Alabama
46
Retirement Systems of Alabama
Alabama
$17.5M -$529K -3,112 -3%
AG
47
Algert Global
California
$16.9M +$1.01M +5,973 +7%
PCM
48
Penn Capital Management
Pennsylvania
$16.1M +$827K +4,871 +6%
RP
49
Reinhart Partners
Wisconsin
$15.9M -$1.42M -8,376 -9%
Man Group
50
Man Group
United Kingdom
$15.9M -$7.51M -44,218 -33%

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.