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Affiliated Managers Group

421 hedge funds and large institutions have $5.04B invested in Affiliated Managers Group in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 143 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 40

10% more capital invested

Capital invested by funds: $4.57B → $5.04B (+$469M)

4% more funds holding

Funds holding: 405421 (+16)

3.25% more ownership

Funds ownership: 91.85%95.1% (+3.2%)

5% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 143

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

59% less call options, than puts

Call options by funds: $1.94M | Put options by funds: $4.78M

Holders
421
Holders Change
+16
Holders Change %
+3.95%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
59
Increased
150
Reduced
143
Closed
40
Calls
$1.94M
Puts
$4.78M
Net Calls
-$2.84M
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$8.25M +$1.2M +7,051 +18%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$8.18M -$462K -2,719 -6%
Treasurer of the State of North Carolina
78
Treasurer of the State of North Carolina
North Carolina
$7.98M -$11.2K -66 -0.1%
UBS AM
79
UBS AM
Illinois
$7.76M -$15.1M -89,010 -67%
Ameriprise
80
Ameriprise
Minnesota
$7.28M -$564K -3,321 -7%
Axa
81
Axa
France
$7.27M +$144K +850 +2%
Nordea Investment Management
82
Nordea Investment Management
Sweden
$7.13M -$267K -1,573 -4%
SAM
83
Storebrand Asset Management
Norway
$7.04M -$101K -592 -1%
Calamos Advisors
84
Calamos Advisors
Illinois
$6.3M
CF
85
Corebridge Financial
Texas
$6.27M -$855K -5,035 -12%
CCIA
86
Campbell & Co Investment Adviser
Maryland
$5.64M +$1.75M +10,298 +48%
State of Wisconsin Investment Board
87
State of Wisconsin Investment Board
Wisconsin
$5.55M -$28.4K -167 -0.5%
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$5.43M -$254K -1,494 -5%
MAM
89
Martingale Asset Management
Massachusetts
$5.33M +$77.8K +458 +2%
AssetMark Inc
90
AssetMark Inc
California
$5.07M +$40.6K +239 +0.8%
Canada Life
91
Canada Life
Manitoba, Canada
$5.04M +$53K +312 +1%
EGM
92
Engineers Gate Manager
New York
$4.78M -$4.21M -24,786 -48%
ECM
93
ExodusPoint Capital Management
New York
$4.75M -$2.26M -13,327 -33%
CI
94
CX Institutional
Indiana
$4.66M +$4.45M +26,224 New
SCM
95
Sterling Capital Management
North Carolina
$4.64M +$4.43M +26,095 New
Arrowstreet Capital
96
Arrowstreet Capital
Massachusetts
$4.42M -$3.59M -21,150 -46%
Amundi
97
Amundi
France
$4.36M +$693K +4,079 +20%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.29M -$445K -2,620 -10%
Grantham, Mayo, Van Otterloo & Co (GMO)
99
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.21M -$395K -2,324 -9%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$4.2M

AMG Hedge Fund Activity: Q3 2024 in Review

421 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2024, worth a combined $5.04B — up 10% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new AMG positions and 40 closed out — a net gain of 19 holders — while 150 added to existing stakes and 143 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26M. The largest seller was Fidelity Investments, cutting an estimated $52.9M.

  • 421 institutional investors held Affiliated Managers Group (AMG) as of Q3 2024, up from 405 in Q2 2024.
  • Funds reported $5.04B of Affiliated Managers Group stock for Q3 2024, up 10% quarter-over-quarter.
  • 59 funds opened new Affiliated Managers Group positions in Q3 2024 and 40 closed out, a net change of +19 holders.
  • The largest Affiliated Managers Group buyer in Q3 2024 was Morgan Stanley, an estimated $26M added.
  • The largest Affiliated Managers Group seller in Q3 2024 was Fidelity Investments, an estimated $52.9M sold.

Based on aggregated 13F filings for Q3 2024.