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Affiliated Managers Group

366 hedge funds and large institutions have $5.38B invested in Affiliated Managers Group in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

33% more capital invested

Capital invested by funds: $4.05B → $5.38B (+$1.34B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more funds holding

Funds holding: 329366 (+37)

9% more call options, than puts

Call options by funds: $9.93M | Put options by funds: $9.11M

4% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 117

2.06% less ownership

Funds ownership: 94.94%92.88% (-2.1%)

Holders
366
Holders Change
+37
Holders Change %
+11.25%
% of All Funds
5.88%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
73
Increased
122
Reduced
117
Closed
32
Calls
$9.93M
Puts
$9.11M
Net Calls
+$823K
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
OPERF
151
Oregon Public Employees Retirement Fund
Oregon
$1.77M
SC
152
Sepio Capital
Utah
$1.75M -$51.6K -365 -3%
ASRS
153
Arizona State Retirement System
Arizona
$1.71M +$39K +276 +3%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$1.68M +$507K +3,582 +52%
AIP
155
Ameritas Investment Partners
Nebraska
$1.61M -$14.9K -105 -1%
LSERS
156
Louisiana State Employees Retirement System
Louisiana
$1.6M -$14.1K -100 -1%
Thrivent Financial for Lutherans
157
Thrivent Financial for Lutherans
Minnesota
$1.59M -$11.7K -83 -0.8%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$1.59M +$7.92K +56 +0.6%
Grantham, Mayo, Van Otterloo & Co (GMO)
159
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.58M +$863K +6,100 +156%
GAM
160
Gotham Asset Management
New York
$1.57M -$320K -2,262 -19%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$1.55M -$3.54K -25 -0.3%
SOMRS
162
State of Michigan Retirement System
Michigan
$1.52M
RIM
163
Redwood Investment Management
Arizona
$1.47M -$279K -1,969 -18%
BCM
164
Bayesian Capital Management
New York
$1.4M +$707K +5,000 +129%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
165
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.36M -$4.61M -32,589 -79%
RJT
166
Raymond James Trust
Florida
$1.31M +$360K +2,542 +44%
National Bank of Canada
167
National Bank of Canada
Quebec, Canada
$1.3M +$1.13M +7,959 +3,184%
Sumitomo Mitsui Trust Group
168
Sumitomo Mitsui Trust Group
Japan
$1.3M -$19.1K -135 -2%
SOADOR
169
State of Alaska Department of Revenue
Alaska
$1.3M +$707 +5 +0.1%
HSBC Holdings
170
HSBC Holdings
United Kingdom
$1.28M -$2.02M -14,260 -64%
CB
171
Commerce Bank
Missouri
$1.26M
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$1.26M
Janus Henderson Group
173
Janus Henderson Group
United Kingdom
$1.26M +$198K +1,400 +21%
Jane Street
174
Jane Street
New York
$1.25M +$335K +2,371 +43%
SO
175
STRS Ohio
Ohio
$1.24M +$36.6K +259 +3%

AMG Hedge Fund Activity: Q4 2022 in Review

366 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2022, worth a combined $5.38B — up 33% from $4.05B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AMG positions and 32 closed out — a net gain of 41 holders — while 122 added to existing stakes and 117 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $353M. The largest seller was EdgePoint Investment Group, cutting an estimated $163M.

  • 366 institutional investors held Affiliated Managers Group (AMG) as of Q4 2022, up from 329 in Q3 2022.
  • Funds reported $5.38B of Affiliated Managers Group stock for Q4 2022, up 33% quarter-over-quarter.
  • 73 funds opened new Affiliated Managers Group positions in Q4 2022 and 32 closed out, a net change of +41 holders.
  • The largest Affiliated Managers Group buyer in Q4 2022 was Morgan Stanley, an estimated $353M added.
  • The largest Affiliated Managers Group seller in Q4 2022 was EdgePoint Investment Group, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2022.