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Affiliated Managers Group

421 hedge funds and large institutions have $5.04B invested in Affiliated Managers Group in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 143 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 40

10% more capital invested

Capital invested by funds: $4.57B → $5.04B (+$469M)

4% more funds holding

Funds holding: 405421 (+16)

3.25% more ownership

Funds ownership: 91.85%95.1% (+3.2%)

5% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 143

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

59% less call options, than puts

Call options by funds: $1.94M | Put options by funds: $4.78M

Holders
421
Holders Change
+16
Holders Change %
+3.95%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
59
Increased
150
Reduced
143
Closed
40
Calls
$1.94M
Puts
$4.78M
Net Calls
-$2.84M
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
LRIC
126
Long Road Investment Counsel
Michigan
$2.58M
Janus Henderson Group
127
Janus Henderson Group
United Kingdom
$2.58M
AB
128
Amalgamated Bank
New York
$2.51M -$999K -5,883 -29%
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$2.47M +$1.15M +6,764 +95%
Wellington Management Group
130
Wellington Management Group
Massachusetts
$2.45M -$202K -1,188 -8%
Corient Private Wealth
131
Corient Private Wealth
Florida
$2.45M +$285K +1,679 +14%
DTL
132
Dynamic Technology Lab
Singapore
$2.36M +$1.91M +11,247 +554%
State of Tennessee, Department of Treasury
133
State of Tennessee, Department of Treasury
Tennessee
$2.35M -$1.42M -8,380 -39%
Comerica Bank
134
Comerica Bank
Texas
$2.34M -$272K -1,599 -11%
EAM
135
Eagle Asset Management
Florida
$2.3M +$358K +2,106 +20%
Natixis Advisors
136
Natixis Advisors
Massachusetts
$2.29M +$65.1K +383 +3%
CCM
137
Callodine Capital Management
Massachusetts
$2.22M +$2.12M +12,500 New
William Blair & Company
138
William Blair & Company
Illinois
$2.22M -$70K -412 -3%
AU
139
Algebris (UK)
United Kingdom
$2.2M -$2.22M -13,058 -49%
A
140
AlphaQuest
New York
$2.18M +$1.09M +6,424 +110%
VPIM
141
Vanguard Personalized Indexing Management
California
$2.15M +$325K +1,911 +19%
QCM
142
Quantinno Capital Management
New York
$2.15M +$1.07M +6,284 +109%
WAM
143
Weiss Asset Management
Massachusetts
$2.13M +$2.03M +11,980 New
TRSOTSOK
144
Teachers Retirement System of the State of Kentucky
Kentucky
$2.1M -$47.6K -280 -2%
IMPI
145
Ilmarinen Mutual Pension Insurance
Finland
$2.09M
YCM
146
Yousif Capital Management
Michigan
$2.07M -$405K -2,384 -17%
SO
147
STRS Ohio
Ohio
$2.04M -$102K -599 -5%
State of New Jersey Common Pension Fund D
148
State of New Jersey Common Pension Fund D
New Jersey
$2.03M -$51.1K -301 -3%
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$2.02M +$1.4M +8,222 +260%
TC
150
TwinBeech Capital
New York
$1.93M +$1.84M +10,831 New

AMG Hedge Fund Activity: Q3 2024 in Review

421 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2024, worth a combined $5.04B — up 10% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new AMG positions and 40 closed out — a net gain of 19 holders — while 150 added to existing stakes and 143 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26M. The largest seller was Fidelity Investments, cutting an estimated $52.9M.

  • 421 institutional investors held Affiliated Managers Group (AMG) as of Q3 2024, up from 405 in Q2 2024.
  • Funds reported $5.04B of Affiliated Managers Group stock for Q3 2024, up 10% quarter-over-quarter.
  • 59 funds opened new Affiliated Managers Group positions in Q3 2024 and 40 closed out, a net change of +19 holders.
  • The largest Affiliated Managers Group buyer in Q3 2024 was Morgan Stanley, an estimated $26M added.
  • The largest Affiliated Managers Group seller in Q3 2024 was Fidelity Investments, an estimated $52.9M sold.

Based on aggregated 13F filings for Q3 2024.