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Affiliated Managers Group

408 hedge funds and large institutions have $5.21B invested in Affiliated Managers Group in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 171 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

3% more capital invested

Capital invested by funds: $5.04B → $5.21B (+$166M)

9% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 53

1.33% less ownership

Funds ownership: 95.1%93.76% (-1.3%)

3% less funds holding

Funds holding: 421408 (-13)

30% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 171

55% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $3.26M

Holders
408
Holders Change
-13
Holders Change %
-3.09%
% of All Funds
5.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
48
Increased
120
Reduced
171
Closed
53
Calls
$1.46M
Puts
$3.26M
Net Calls
-$1.79M
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Universal-Beteiligungs- und Servicegesellschaft
76
Universal-Beteiligungs- und Servicegesellschaft
Germany
$8.12M +$8.19M +43,898 New
Nordea Investment Management
77
Nordea Investment Management
Sweden
$8.01M +$457K +2,448 +6%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$7.62M -$898K -4,811 -10%
AllianceBernstein
79
AllianceBernstein
Tennessee
$7.31M -$1.97M -10,560 -21%
SAM
80
Storebrand Asset Management
Norway
$7.13M -$194K -1,038 -3%
Ameriprise
81
Ameriprise
Minnesota
$6.99M -$597K -3,199 -8%
Calamos Advisors
82
Calamos Advisors
Illinois
$6.55M
CF
83
Corebridge Financial
Texas
$6.32M -$200K -1,074 -3%
Ohio Public Employees Retirement System (OPERS)
84
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.19M +$6.25M +33,465 New
State of Wisconsin Investment Board
85
State of Wisconsin Investment Board
Wisconsin
$5.52M -$248K -1,330 -4%
SG Americas Securities
86
SG Americas Securities
New York
$5.47M +$4.31M +23,111 +358%
AssetMark Inc
87
AssetMark Inc
California
$5.31M +$39K +209 +0.7%
Canada Life
88
Canada Life
Manitoba, Canada
$5.16M -$85.5K -458 -2%
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$5.15M -$505K -2,706 -9%
NRCM
90
North Reef Capital Management
California
$5.06M +$5.11M +27,386 New
SCM
91
Sterling Capital Management
North Carolina
$4.9M +$79.5K +426 +2%
Schroder Investment Management Group
92
Schroder Investment Management Group
United Kingdom
$4.63M +$4.66M +24,989 New
Arrowstreet Capital
93
Arrowstreet Capital
Massachusetts
$4.6M
Grantham, Mayo, Van Otterloo & Co (GMO)
94
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.48M +$102K +547 +2%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.44M -$25.8K -138 -0.6%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$4.35M -$13.1K -70 -0.3%
Citigroup
97
Citigroup
New York
$4.25M +$116K +622 +3%
NWM
98
Nicola Wealth Management
British Columbia, Canada
$4.25M +$2.99M +16,000 New
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$4.14M +$1.59M +8,498 +61%
Two Sigma Investments
100
Two Sigma Investments
New York
$3.99M +$615K +3,295 +18%

AMG Hedge Fund Activity: Q4 2024 in Review

408 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2024, worth a combined $5.21B — up 3.3% from $5.04B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of AMG and 48 opened new positions — a net loss of 5 holders — while 171 trimmed existing stakes and 120 added.

The largest buyer was Boston Partners, adding an estimated $69.7M. The largest seller was Clarkston Capital Partners, cutting an estimated $37.9M.

  • 408 institutional investors held Affiliated Managers Group (AMG) as of Q4 2024, down from 421 in Q3 2024.
  • Funds reported $5.21B of Affiliated Managers Group stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q4 2024 and 53 closed out, a net change of -5 holders.
  • The largest Affiliated Managers Group buyer in Q4 2024 was Boston Partners, an estimated $69.7M added.
  • The largest Affiliated Managers Group seller in Q4 2024 was Clarkston Capital Partners, an estimated $37.9M sold.

Based on aggregated 13F filings for Q4 2024.