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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
Walleye Capital
101
Walleye Capital
New York
$3.91M +$728K +5,088 +24%
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.82M -$234K -1,636 -6%
OAM
103
Oppenheimer Asset Management
New York
$3.67M -$202K -1,411 -5%
AG
104
Algert Global
California
$3.59M +$81.6K +570 +2%
AB
105
Amalgamated Bank
New York
$3.54M -$321K -2,242 -9%
Teacher Retirement System of Texas
106
Teacher Retirement System of Texas
Texas
$3.48M -$160K -1,119 -5%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$3.39M +$1.33M +9,301 +70%
Ensign Peak Advisors
108
Ensign Peak Advisors
Utah
$3.36M -$1.02M -7,120 -24%
CIC
109
Carnegie Investment Counsel
Ohio
$3.3M -$42.2K -295 -1%
State of Tennessee, Department of Treasury
110
State of Tennessee, Department of Treasury
Tennessee
$3.28M -$3.11M -21,724 -50%
IMPI
111
Ilmarinen Mutual Pension Insurance
Finland
$3.25M
MIM
112
MetLife Investment Management
New Jersey
$3.24M -$210K -1,466 -6%
MAM
113
Martingale Asset Management
Massachusetts
$3.14M -$35.9K -251 -1%
Renaissance Technologies
114
Renaissance Technologies
New York
$3.13M -$10.2M -71,200 -77%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$2.85M -$105M -736,287 -97%
PI
116
Putnam Investments
Massachusetts
$2.84M +$100K +702 +4%
Balyasny Asset Management
117
Balyasny Asset Management
Illinois
$2.82M +$2.69M +18,790 New
Grantham, Mayo, Van Otterloo & Co (GMO)
118
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.81M +$1.05M +7,349 +64%
Wellington Management Group
119
Wellington Management Group
Massachusetts
$2.77M -$1.08M -7,546 -29%
YCM
120
Yousif Capital Management
Michigan
$2.76M -$219K -1,530 -8%
PCM
121
Poehling Capital Management
Wisconsin
$2.68M -$102K -715 -4%
State of New Jersey Common Pension Fund D
122
State of New Jersey Common Pension Fund D
New Jersey
$2.65M -$510K -3,566 -17%
Janus Henderson Group
123
Janus Henderson Group
United Kingdom
$2.64M -$4.29K -30 -0.2%
COPPSERS
124
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.62M +$69.4K +485 +3%
VCA
125
Verdence Capital Advisors
Maryland
$2.6M -$16.3K -114 -0.7%

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.