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Affiliated Managers Group

380 hedge funds and large institutions have $4.94B invested in Affiliated Managers Group in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $3.48M | Put options by funds: $2.2M

1% more capital invested

Capital invested by funds: $4.92B → $4.94B (+$24.7M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 42

2% less funds holding

Funds holding: 386380 (-6)

5.42% less ownership

Funds ownership: 98.11%92.7% (-5.4%)

34% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 170

Holders
380
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
38
Increased
112
Reduced
170
Closed
42
Calls
$3.48M
Puts
$2.2M
Net Calls
+$1.27M
Net Calls Change
-$334K
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
51
Wallace Capital Management
Texas
$11.8M -$190K -1,330 -2%
Swiss National Bank
52
Swiss National Bank
Switzerland
$11.8M -$386K -2,700 -3%
UBS AM
53
UBS AM
Illinois
$11.8M
Wells Fargo
54
Wells Fargo
California
$10.7M -$852K -5,952 -8%
Fisher Asset Management
55
Fisher Asset Management
Washington
$9.82M +$3.73M +26,043 +66%
Nordea Investment Management
56
Nordea Investment Management
Sweden
$9.82M +$784K +5,476 +9%
CS
57
Credit Suisse
Switzerland
$8.53M +$1.21M +8,475 +17%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$8.45M -$329K -2,296 -4%
Franklin Resources
59
Franklin Resources
California
$8.34M +$3.21M +22,441 +68%
AllianceBernstein
60
AllianceBernstein
Tennessee
$8.29M -$268K -1,871 -3%
Legal & General Group
61
Legal & General Group
United Kingdom
$8.19M -$337K -2,351 -4%
AIG
62
American International Group
New York
$8.16M -$525K -3,670 -6%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$8.02M -$198K -1,386 -3%
Ameriprise
64
Ameriprise
Minnesota
$7.84M -$435K -3,037 -5%
CCM
65
Channing Capital Management
Illinois
$7.76M -$2.23M -15,610 -23%
PL
66
Parkwood LLC
Ohio
$7.62M -$375K -2,617 -5%
Los Angeles Capital Management
67
Los Angeles Capital Management
California
$7.61M
CIM
68
Cambria Investment Management
California
$7.55M -$231K -1,616 -3%
UBS Group
69
UBS Group
Switzerland
$6.98M +$239K +1,668 +4%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$6.61M -$480K -3,353 -7%
Truist Financial
71
Truist Financial
North Carolina
$6.59M -$442K -3,090 -7%
SEI Investments
72
SEI Investments
Pennsylvania
$6.45M +$99.1K +692 +2%
JAM
73
Jupiter Asset Management
United Kingdom
$6.41M -$4.96M -34,632 -45%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$6.26M -$85.3K -596 -1%
SAM
75
Storebrand Asset Management
Norway
$6.12M

AMG Hedge Fund Activity: Q2 2023 in Review

380 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2023, worth a combined $4.94B — up 0.5% from $4.92B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of AMG and 38 opened new positions — a net loss of 4 holders — while 170 trimmed existing stakes and 112 added.

The largest buyer was Norges Bank, adding an estimated $43.1M. The largest seller was Envestnet Asset Management, cutting an estimated $105M.

  • 380 institutional investors held Affiliated Managers Group (AMG) as of Q2 2023, down from 386 in Q1 2023.
  • Funds reported $4.94B of Affiliated Managers Group stock for Q2 2023, up 0.5% quarter-over-quarter.
  • 38 funds opened new Affiliated Managers Group positions in Q2 2023 and 42 closed out, a net change of -4 holders.
  • The largest Affiliated Managers Group buyer in Q2 2023 was Norges Bank, an estimated $43.1M added.
  • The largest Affiliated Managers Group seller in Q2 2023 was Envestnet Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2023.