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Affiliated Managers Group

366 hedge funds and large institutions have $5.38B invested in Affiliated Managers Group in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

33% more capital invested

Capital invested by funds: $4.05B → $5.38B (+$1.34B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more funds holding

Funds holding: 329366 (+37)

9% more call options, than puts

Call options by funds: $9.93M | Put options by funds: $9.11M

4% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 117

2.06% less ownership

Funds ownership: 94.94%92.88% (-2.1%)

Holders
366
Holders Change
+37
Holders Change %
+11.25%
% of All Funds
5.88%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
73
Increased
122
Reduced
117
Closed
32
Calls
$9.93M
Puts
$9.11M
Net Calls
+$823K
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
101
Oppenheimer Asset Management
New York
$4.3M -$294K -2,080 -7%
MAM
102
Martingale Asset Management
Massachusetts
$4.23M +$78.7K +556 +2%
CCM
103
Cinctive Capital Management
New York
$4.22M +$3.77M +26,621 New
AG
104
Algert Global
California
$4.07M
TPSF
105
Texas Permanent School Fund
Texas
$4.01M -$307K -2,170 -8%
Victory Capital Management
106
Victory Capital Management
Texas
$3.95M -$47.9M -338,533 -93%
Ensign Peak Advisors
107
Ensign Peak Advisors
Utah
$3.9M -$1.64M -11,590 -32%
MIM
108
MetLife Investment Management
New Jersey
$3.76M -$118K -832 -3%
JMPWA
109
JP Morgan Private Wealth Advisors
California
$3.71M -$435K -3,074 -12%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$3.64M +$1.89M +13,374 +139%
CIC
111
Carnegie Investment Counsel
Ohio
$3.61M -$76.8K -543 -2%
Jacobs Levy Equity Management
112
Jacobs Levy Equity Management
New Jersey
$3.44M -$187K -1,322 -6%
IMPI
113
Ilmarinen Mutual Pension Insurance
Finland
$3.44M
WMSA
114
Weiss Multi-Strategy Advisers
New York
$3.38M -$8.66M -61,240 -74%
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$3.37M +$136K +960 +5%
PFO
116
Pathstone Family Office
New Jersey
$3.36M +$58.9K +416 +2%
BA
117
Bridgewater Associates
Connecticut
$3.34M -$4.44M -31,414 -60%
VRS
118
Virginia Retirement Systems
Virginia
$3.33M -$84.9K -600 -3%
PI
119
Putnam Investments
Massachusetts
$3.26M +$2.91M +20,572 New
RGI
120
River Global Investors
United Kingdom
$3.25M -$2.27M -16,038 -44%
HC
121
Henshaw Capital
Massachusetts
$3.24M +$141 +1 +0%
YCM
122
Yousif Capital Management
Michigan
$3.2M -$82.5K -583 -3%
T. Rowe Price Associates
123
T. Rowe Price Associates
Maryland
$3.19M +$6.08K +43 +0.2%
VIA
124
Vident Investment Advisory
Georgia
$3.11M +$2.78M +19,641 New
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.11M +$85.2K +602 +3%

AMG Hedge Fund Activity: Q4 2022 in Review

366 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2022, worth a combined $5.38B — up 33% from $4.05B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AMG positions and 32 closed out — a net gain of 41 holders — while 122 added to existing stakes and 117 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $353M. The largest seller was EdgePoint Investment Group, cutting an estimated $163M.

  • 366 institutional investors held Affiliated Managers Group (AMG) as of Q4 2022, up from 329 in Q3 2022.
  • Funds reported $5.38B of Affiliated Managers Group stock for Q4 2022, up 33% quarter-over-quarter.
  • 73 funds opened new Affiliated Managers Group positions in Q4 2022 and 32 closed out, a net change of +41 holders.
  • The largest Affiliated Managers Group buyer in Q4 2022 was Morgan Stanley, an estimated $353M added.
  • The largest Affiliated Managers Group seller in Q4 2022 was EdgePoint Investment Group, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2022.