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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
Treasurer of the State of North Carolina
76
Treasurer of the State of North Carolina
North Carolina
$7.02M +$1.91M +12,015 +36%
Ameriprise
77
Ameriprise
Minnesota
$6.93M -$406K -2,547 -5%
Deutsche Bank
78
Deutsche Bank
Germany
$6.69M -$13.7K -86 -0.2%
Nordea Investment Management
79
Nordea Investment Management
Sweden
$6.61M -$88.7K -557 -1%
CF
80
Corebridge Financial
Texas
$6.3M +$6.42M +40,304 New
SAM
81
Storebrand Asset Management
Norway
$6.28M -$31.8K -200 -0.5%
ECM
82
ExodusPoint Capital Management
New York
$6.26M +$4.76M +29,925 +295%
Axa
83
Axa
France
$6.25M
HSBC Holdings
84
HSBC Holdings
United Kingdom
$6.15M +$4.14M +25,998 +194%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$6.15M +$560K +3,518 +10%
DZ Bank
86
DZ Bank
Germany
$5.98M -$301K -1,892 -5%
Calamos Advisors
87
Calamos Advisors
Illinois
$5.54M
SFI
88
Susquehanna Fundamental Investments
Pennsylvania
$5.17M +$1.38M +8,660 +35%
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$5.01M -$341K -2,141 -6%
State of Wisconsin Investment Board
90
State of Wisconsin Investment Board
Wisconsin
$4.9M -$362K -2,271 -7%
MAM
91
Martingale Asset Management
Massachusetts
$4.61M +$774K +4,860 +20%
AssetMark Inc
92
AssetMark Inc
California
$4.42M +$28.5K +179 +0.6%
Truist Financial
93
Truist Financial
North Carolina
$4.41M -$1.61M -10,143 -26%
Canada Life
94
Canada Life
Manitoba, Canada
$4.37M +$101K +635 +2%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.18M -$324K -2,036 -7%
Prudential Financial
96
Prudential Financial
New Jersey
$4.13M +$623K +3,912 +17%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
97
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.06M
Grantham, Mayo, Van Otterloo & Co (GMO)
98
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.06M -$1.05M -6,619 -20%
AU
99
Algebris (UK)
United Kingdom
$3.91M +$2.06M +12,917 +93%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$3.69M -$3.42M -21,466 -48%

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.