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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
Acadian Asset Management
76
Acadian Asset Management
Massachusetts
$6.1M -$1.99M -13,887 -25%
WMSA
77
Weiss Multi-Strategy Advisers
New York
$6.03M +$5.76M +40,208 New
AssetMark Inc
78
AssetMark Inc
California
$6.01M -$1.64M -11,431 -22%
Axa
79
Axa
France
$5.92M +$5.11M +35,700 +939%
Victory Capital Management
80
Victory Capital Management
Texas
$5.83M +$625K +4,368 +13%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$5.68M -$1.02M -7,157 -16%
VOYA Investment Management
82
VOYA Investment Management
Georgia
$5.42M -$1.17M -8,161 -18%
Calamos Advisors
83
Calamos Advisors
Illinois
$5.31M
Jane Street
84
Jane Street
New York
$5.23M +$4.57M +31,913 +1,082%
Canada Pension Plan Investment Board
85
Canada Pension Plan Investment Board
Ontario, Canada
$5.22M +$272K +1,900 +6%
BGIM
86
Brandywine Global Investment Management
Pennsylvania
$5.11M +$3.48M +24,293 +247%
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$5.04M +$1.81M +12,642 +60%
BA
88
Bridgewater Associates
Connecticut
$4.93M -$13.6K -95 -0.3%
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$4.92M -$256K -1,789 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
90
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.84M +$4.53M +31,644 +5,063%
MCM
91
Maltese Capital Management
New York
$4.8M +$1M +7,000 +28%
Treasurer of the State of North Carolina
92
Treasurer of the State of North Carolina
North Carolina
$4.78M +$76.2K +532 +2%
TPSF
93
Texas Permanent School Fund
Texas
$4.76M -$286K -1,995 -6%
Barclays
94
Barclays
United Kingdom
$4.36M +$2.69M +18,792 +183%
Amundi
95
Amundi
France
$4.28M -$4.44K -31 -0.1%
HSBC Holdings
96
HSBC Holdings
United Kingdom
$4.25M +$1.27M +8,877 +46%
Prudential Financial
97
Prudential Financial
New Jersey
$4.25M +$1.15M +8,000 +39%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.03M -$325K -2,273 -8%
Canada Life
99
Canada Life
Manitoba, Canada
$3.96M -$582K -4,067 -13%
MOACM
100
Mutual of America Capital Management
New York
$3.94M -$574K -4,010 -13%

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.