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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
VIA
126
Vident Investment Advisory
Georgia
$2.6M -$81.6K -570 -3%
HC
127
Henshaw Capital
Massachusetts
$2.55M +$143 +1 +0%
HF
128
HRT Financial
New York
$2.51M -$975K -6,808 -29%
FAM
129
Fred Alger Management
New York
$2.45M -$70.4K -492 -3%
Stifel Financial
130
Stifel Financial
Missouri
$2.45M -$88.3K -617 -4%
VRS
131
Virginia Retirement Systems
Virginia
$2.38M -$658K -4,600 -22%
APF
132
Alaska Permanent Fund
Alaska
$2.35M +$2.25M +15,700 New
RGI
133
River Global Investors
United Kingdom
$2.33M -$8.59K -60 -0.4%
AWA
134
Amplius Wealth Advisors
Pennsylvania
$2.28M +$1.9M +13,282 +679%
ECM
135
ExodusPoint Capital Management
New York
$2.25M -$6.72M -46,939 -76%
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$2.25M +$290K +2,029 +16%
LRIC
137
Long Road Investment Counsel
Michigan
$2.22M
CSS
138
Cubist Systematic Strategies
Connecticut
$2.15M -$683K -4,770 -25%
WCM
139
Wedge Capital Management
North Carolina
$2.05M +$1.74M +12,182 +816%
Two Sigma Advisers
140
Two Sigma Advisers
New York
$2.01M -$11.1M -77,400 -85%
Citigroup
141
Citigroup
New York
$2M -$53.1K -371 -3%
William Blair & Company
142
William Blair & Company
Illinois
$1.99M -$92.5K -646 -5%
SCM
143
Seascape Capital Management
New Hampshire
$1.96M +$7.87K +55 +0.4%
DA
144
Duality Advisers
Florida
$1.92M +$655K +4,573 +55%
Jacobs Levy Equity Management
145
Jacobs Levy Equity Management
New Jersey
$1.91M -$1.08M -7,545 -37%
SG Americas Securities
146
SG Americas Securities
New York
$1.85M +$834K +5,827 +89%
Natixis Advisors
147
Natixis Advisors
Massachusetts
$1.81M -$226K -1,582 -12%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$1.75M -$1.22M -8,522 -42%
RIM
149
Redwood Investment Management
Arizona
$1.64M -$12.7K -89 -0.8%
SO
150
STRS Ohio
Ohio
$1.62M -$199K -1,389 -11%

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.