We are live on ! Find out more
AMG icon

Affiliated Managers Group

408 hedge funds and large institutions have $5.21B invested in Affiliated Managers Group in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 171 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

3% more capital invested

Capital invested by funds: $5.04B → $5.21B (+$166M)

9% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 53

1.33% less ownership

Funds ownership: 95.1%93.76% (-1.3%)

3% less funds holding

Funds holding: 421408 (-13)

30% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 171

55% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $3.26M

Holders
408
Holders Change
-13
Holders Change %
-3.09%
% of All Funds
5.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
48
Increased
120
Reduced
171
Closed
53
Calls
$1.46M
Puts
$3.26M
Net Calls
-$1.79M
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$42M +$27.6M +148,079 +187%
First Trust Advisors
27
First Trust Advisors
Illinois
$40.2M +$16.7M +89,395 +70%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$39.5M -$2.63M -14,101 -6%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$35.6M +$1.38M +7,377 +4%
Bank of America
30
Bank of America
North Carolina
$34.4M -$1.32M -7,072 -4%
Jacobs Levy Equity Management
31
Jacobs Levy Equity Management
New Jersey
$31.7M +$501K +2,685 +2%
JP Morgan Chase
32
JP Morgan Chase
New York
$30.3M -$2.35M -12,614 -7%
Fisher Asset Management
33
Fisher Asset Management
Washington
$28.9M +$13.3M +71,458 +84%
Raymond James Financial
34
Raymond James Financial
Florida
$28.8M +$29.1M +155,839 New
UBS Group
35
UBS Group
Switzerland
$25.8M +$13.2M +70,579 +102%
UBS AM
36
UBS AM
Illinois
$25.1M +$17.1M +91,819 +210%
BCM
37
Basswood Capital Management
New York
$23M -$1.44M -7,740 -6%
Victory Capital Management
38
Victory Capital Management
Texas
$21.9M +$1.01M +5,436 +5%
Goldman Sachs
39
Goldman Sachs
New York
$20.7M -$4.43M -23,730 -17%
GLA
40
Great Lakes Advisors
Illinois
$20.3M -$712K -3,815 -3%
AG
41
Algert Global
California
$19.3M +$1.7M +9,112 +10%
N
42
Nuveen
North Carolina
$18.9M -$4.46M -23,884 -19%
NSAM
43
North Star Asset Management
Wisconsin
$18.8M +$109K +583 +0.6%
Retirement Systems of Alabama
44
Retirement Systems of Alabama
Alabama
$18.4M +$99.8K +535 +0.5%
Barclays
45
Barclays
United Kingdom
$16.6M +$2.49M +13,326 +17%
Macquarie Group
46
Macquarie Group
Australia
$16.4M -$2.6M -13,950 -14%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$15.8M -$439K -2,352 -3%
Franklin Resources
48
Franklin Resources
California
$15.3M -$3.61M -19,370 -19%
GF
49
Goodman Financial
Texas
$14.7M +$106K +568 +0.7%
PCM
50
Penn Capital Management
Pennsylvania
$14.7M -$1.99M -10,638 -12%

AMG Hedge Fund Activity: Q4 2024 in Review

408 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2024, worth a combined $5.21B — up 3.3% from $5.04B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of AMG and 48 opened new positions — a net loss of 5 holders — while 171 trimmed existing stakes and 120 added.

The largest buyer was Boston Partners, adding an estimated $69.7M. The largest seller was Clarkston Capital Partners, cutting an estimated $37.9M.

  • 408 institutional investors held Affiliated Managers Group (AMG) as of Q4 2024, down from 421 in Q3 2024.
  • Funds reported $5.21B of Affiliated Managers Group stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q4 2024 and 53 closed out, a net change of -5 holders.
  • The largest Affiliated Managers Group buyer in Q4 2024 was Boston Partners, an estimated $69.7M added.
  • The largest Affiliated Managers Group seller in Q4 2024 was Clarkston Capital Partners, an estimated $37.9M sold.

Based on aggregated 13F filings for Q4 2024.