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Affiliated Managers Group
AMG

383 hedge funds and large institutions have $5.16B invested in Affiliated Managers Group in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 131 increasing their positions, 127 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 35

24% more capital invested

Capital invested by funds: $4.16B → $5.16B (+$1.01B)

10.13% more ownership

Funds ownership: 90.75% → 100.87% (+10%)

7% more funds holding

Funds holding: 357 → 383 (+26)

3% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 127

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

53% less call options, than puts

Call options by funds: $4.09M | Put options by funds: $8.63M

Holders
383
Holders Change
+26
Holders Change %
+7.28%
% of All Funds
5.58%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
67
Increased
131
Reduced
127
Closed
35
Calls
$4.09M
Puts
$8.63M
Net Calls
-$4.54M
Net Calls Change
-$4.11M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$363M
2
CCM
Channing Capital Management
Illinois
+$55.7M
3
Marshall Wace
Marshall Wace
United Kingdom
+$45.5M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$16.8M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$16.5M

Top Sellers

Rank Fund Capital Flow
1
EIG
EdgePoint Investment Group
Ontario, Canada
-$239M
2
State Street
State Street
Massachusetts
-$30.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$18.1M
4
Millennium Management
Millennium Management
New York
-$17.5M
5
PCM
Prana Capital Management
Connecticut
-$13.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
101
Canada Life
Manitoba, Canada
$4.04M +$35.3K +263 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
102
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.94M – – –
OAM
103
Oppenheimer Asset Management
New York
$3.8M +$180K +1,340 +6%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.78M +$150K +1,117 +5%
Amundi
105
Amundi
France
$3.77M -$377K -2,803 -10%
Holocene Advisors
106
Holocene Advisors
New York
$3.66M +$2.22M +16,555 +217%
QC
107
Quadrature Capital
United Kingdom
$3.6M +$3.19M +23,770 New
State of Tennessee, Department of Treasury
108
State of Tennessee, Department of Treasury
Tennessee
$3.47M -$98.1K -730 -3%
AB
109
Amalgamated Bank
New York
$3.45M -$329K -2,449 -10%
IMPI
110
Ilmarinen Mutual Pension Insurance
Finland
$3.29M – – –
PI
111
Putnam Investments
Massachusetts
$3.27M -$381K -2,835 -12%
BAMF
112
BI Asset Management Fondsmaeglerselskab
Denmark
$3.21M +$2.84M +21,163 New
MOACM
113
Mutual of America Capital Management
New York
$3.17M -$252K -1,876 -8%
State of New Jersey Common Pension Fund D
114
State of New Jersey Common Pension Fund D
New Jersey
$3M – – –
MIM
115
MetLife Investment Management
New Jersey
$2.89M -$137K -1,017 -5%
CIC
116
Carnegie Investment Counsel
Ohio
$2.89M -$31.6K -235 -1%
PCM
117
Poehling Capital Management
Wisconsin
$2.84M +$87.1K +648 +4%
SOADOR
118
State of Alaska Department of Revenue
Alaska
$2.83M -$69.2K -515 -3%
ECM
119
ExodusPoint Capital Management
New York
$2.77M +$1.14M +8,521 +87%
VCA
120
Verdence Capital Advisors
Maryland
$2.68M -$35.7K -266 -1%
Janus Henderson Group
121
Janus Henderson Group
United Kingdom
$2.66M -$4.57K -34 -0.2%
EGM
122
Engineers Gate Manager
New York
$2.65M +$2.14M +15,890 +968%
Allspring Global Investments
123
Allspring Global Investments
North Carolina
$2.65M -$1.29M -9,590 -35%
Wellington Management Group
124
Wellington Management Group
Massachusetts
$2.58M -$91.5K -681 -4%
HC
125
Henshaw Capital
Massachusetts
$2.57M +$134 +1 +0%
3 4
5
6 7

AMG Hedge Fund Activity: Q4 2023 in Review

383 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2023, worth a combined $5.16B — up 24% from $4.16B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new AMG positions and 35 closed out — a net gain of 32 holders — while 131 added to existing stakes and 127 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $363M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $239M sold.

  • 383 institutional investors held Affiliated Managers Group (AMG) as of Q4 2023, up from 357 in Q3 2023.
  • Funds reported $5.16B of Affiliated Managers Group stock for Q4 2023, up 24% quarter-over-quarter.
  • 67 funds opened new Affiliated Managers Group positions in Q4 2023 and 35 closed out, a net change of +32 holders.
  • The largest Affiliated Managers Group buyer in Q4 2023 was Morgan Stanley, an estimated $363M added.
  • The largest Affiliated Managers Group seller in Q4 2023 was EdgePoint Investment Group, an estimated $239M sold.

Based on aggregated 13F filings for Q4 2023.