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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
Franklin Resources
51
Franklin Resources
California
$13.5M +$2M +12,585 +17%
PCM
52
Penn Capital Management
Pennsylvania
$13.4M +$752K +4,723 +6%
Voloridge Investment Management
53
Voloridge Investment Management
Florida
$13M +$11M +69,089 +484%
Russell Investments Group
54
Russell Investments Group
United Kingdom
$11.9M -$299K -1,876 -2%
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$11.9M +$1.03M +6,461 +9%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$11.7M +$315K +1,978 +3%
CIM
57
Cambria Investment Management
California
$11.3M -$85.8K -539 -0.7%
Fisher Asset Management
58
Fisher Asset Management
Washington
$11.1M +$608K +3,821 +6%
WCM
59
Wallace Capital Management
Texas
$10.9M -$71K -446 -0.6%
PCH
60
Polar Capital Holdings
United Kingdom
$10.2M -$99.8K -627 -0.9%
UBS Group
61
UBS Group
Switzerland
$10M +$2.5M +15,695 +32%
Wells Fargo
62
Wells Fargo
California
$10M -$645K -4,049 -6%
Swiss National Bank
63
Swiss National Bank
Switzerland
$9.98M -$446K -2,800 -4%
BA
64
Bridgewater Associates
Connecticut
$9.89M -$10.2M -64,151 -50%
HF
65
HRT Financial
New York
$9.71M +$9.47M +59,488 +2,223%
Los Angeles Capital Management
66
Los Angeles Capital Management
California
$9.16M +$1.05M +6,616 +13%
AllianceBernstein
67
AllianceBernstein
Tennessee
$8.9M -$815K -5,119 -8%
Assenagon Asset Management
68
Assenagon Asset Management
Luxembourg
$8.72M -$9.49M -59,601 -52%
PCM
69
Prana Capital Management
Connecticut
$8.23M -$2.92M -18,342 -26%
EGM
70
Engineers Gate Manager
New York
$8.07M +$6.43M +40,375 +358%
Legal & General Group
71
Legal & General Group
United Kingdom
$7.9M -$281K -1,766 -3%
BGIM
72
Brandywine Global Investment Management
Pennsylvania
$7.86M +$333K +2,092 +4%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$7.61M -$505K -3,173 -6%
Arrowstreet Capital
74
Arrowstreet Capital
Massachusetts
$7.19M +$6.31M +39,605 +619%
SEI Investments
75
SEI Investments
Pennsylvania
$7.05M -$486K -3,053 -6%

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.