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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
YCM
126
Yousif Capital Management
Michigan
$2.5M -$66.1K -492 -3%
Teacher Retirement System of Texas
127
Teacher Retirement System of Texas
Texas
$2.46M -$788K -5,866 -27%
APF
128
Alaska Permanent Fund
Alaska
$2.41M +$31K +231 +1%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$2.35M +$31.2K +232 +2%
SG Americas Securities
130
SG Americas Securities
New York
$2.31M +$860K +6,402 +72%
AWA
131
Amplius Wealth Advisors
Pennsylvania
$2.31M – – –
FAM
132
Fred Alger Management
New York
$2.31M -$2.3M -17,134 -53%
Stifel Financial
133
Stifel Financial
Missouri
$2.3M -$82.4K -613 -4%
Comerica Bank
134
Comerica Bank
Texas
$2.28M -$51.6K -384 -2%
LRIC
135
Long Road Investment Counsel
Michigan
$2.27M +$67.2K +500 +3%
SCM
136
Seascape Capital Management
New Hampshire
$2.13M +$101K +749 +6%
Bank of Nova Scotia
137
Bank of Nova Scotia
Ontario, Canada
$2.07M +$1.84M +13,700 New
Capital Fund Management (CFM)
138
Capital Fund Management (CFM)
France
$2.03M +$1.8M +13,433 New
CCFP
139
Charles Carroll Financial Partners
Massachusetts
$1.99M +$679K +5,050 +62%
ACM
140
Aquatic Capital Management
Illinois
$1.98M +$564K +4,200 +47%
IMRF
141
Illinois Municipal Retirement Fund
Illinois
$1.98M +$487K +3,625 +38%
William Blair & Company
142
William Blair & Company
Illinois
$1.95M -$43.7K -325 -2%
QT
143
Quantbot Technologies
New York
$1.83M +$1.58M +11,764 +3,380%
TRSOTSOK
144
Teachers Retirement System of the State of Kentucky
Kentucky
$1.83M -$80.6K -600 -5%
Natixis Advisors
145
Natixis Advisors
Massachusetts
$1.82M +$95.5K +711 +6%
Pathstone Holdings
146
Pathstone Holdings
New Jersey
$1.8M +$1.6M +11,903 New
VPIM
147
Vanguard Personalized Indexing Management
California
$1.79M +$312K +2,322 +24%
Citigroup
148
Citigroup
New York
$1.77M +$139K +1,038 +10%
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$1.64M +$186K +1,381 +15%
CP
150
CenterBook Partners
Connecticut
$1.58M -$143K -1,062 -9%
4 5
6
7 8

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.