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Affiliated Managers Group

405 hedge funds and large institutions have $4.57B invested in Affiliated Managers Group in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 126 increasing their positions, 160 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 48

0% more funds holding

Funds holding: 403405 (+2)

1.09% less ownership

Funds ownership: 92.94%91.85% (-1.1%)

10% less capital invested

Capital invested by funds: $5.1B → $4.57B (-$529M)

21% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 160

77% less call options, than puts

Call options by funds: $1.2M | Put options by funds: $5.3M

Holders
405
Holders Change
+2
Holders Change %
+0.5%
% of All Funds
5.85%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
57
Increased
126
Reduced
160
Closed
48
Calls
$1.2M
Puts
$5.3M
Net Calls
-$4.1M
Net Calls Change
-$5.73M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
101
VOYA Investment Management
Georgia
$3.62M -$1.69M -10,586 -31%
Citigroup
102
Citigroup
New York
$3.61M +$2.2M +13,797 +148%
CP
103
CenterBook Partners
Connecticut
$3.51M -$285K -1,787 -7%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.44M -$153K -964 -4%
OAM
105
Oppenheimer Asset Management
New York
$3.39M -$320K -2,010 -8%
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
$3.37M -$468K -2,942 -12%
CCIA
107
Campbell & Co Investment Adviser
Maryland
$3.34M +$563K +3,534 +20%
Barclays
108
Barclays
United Kingdom
$3.31M -$3.08M -19,336 -48%
APF
109
Alaska Permanent Fund
Alaska
$3.22M +$124K +779 +5%
Amundi
110
Amundi
France
$3.21M -$368K -2,310 -10%
AB
111
Amalgamated Bank
New York
$3.12M -$509K -3,198 -14%
PCM
112
Poehling Capital Management
Wisconsin
$2.93M
SOADOR
113
State of Alaska Department of Revenue
Alaska
$2.88M -$29.5K -185 -1%
Lazard Asset Management
114
Lazard Asset Management
New York
$2.86M -$36.5K -229 -1%
Teacher Retirement System of Texas
115
Teacher Retirement System of Texas
Texas
$2.86M +$307K +1,926 +12%
MOACM
116
Mutual of America Capital Management
New York
$2.85M -$303K -1,900 -9%
VCA
117
Verdence Capital Advisors
Maryland
$2.8M +$118K +742 +4%
AP
118
Advisors Preferred
Maryland
$2.79M +$2.86M +17,987 New
Mitsubishi UFJ Trust & Banking
119
Mitsubishi UFJ Trust & Banking
Japan
$2.72M +$1.26M +7,936 +84%
CIC
120
Carnegie Investment Counsel
Ohio
$2.7M -$191K -1,200 -7%
AWA
121
Amplius Wealth Advisors
Pennsylvania
$2.69M -$275K -1,730 -9%
IMRF
122
Illinois Municipal Retirement Fund
Illinois
$2.66M +$630K +3,959 +30%
HC
123
Henshaw Capital
Massachusetts
$2.65M +$159 +1 +0%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$2.64M +$616K +3,867 +31%
MIM
125
MetLife Investment Management
New Jersey
$2.62M -$284K -1,786 -10%

AMG Hedge Fund Activity: Q2 2024 in Review

405 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2024, worth a combined $4.57B — down 10% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AMG positions and 48 closed out — a net gain of 9 holders — while 126 added to existing stakes and 160 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $181M.

  • 405 institutional investors held Affiliated Managers Group (AMG) as of Q2 2024, up from 403 in Q1 2024.
  • Funds reported $4.57B of Affiliated Managers Group stock for Q2 2024, down 10% quarter-over-quarter.
  • 57 funds opened new Affiliated Managers Group positions in Q2 2024 and 48 closed out, a net change of +9 holders.
  • The largest Affiliated Managers Group buyer in Q2 2024 was Boston Partners, an estimated $115M added.
  • The largest Affiliated Managers Group seller in Q2 2024 was Fidelity Investments, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2024.