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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
LSERS
151
Louisiana State Employees Retirement System
Louisiana
$1.57M +$71.6K +500 +5%
OPERF
152
Oregon Public Employees Retirement Fund
Oregon
$1.56M -$85.9K -600 -5%
PFO
153
Pathstone Family Office
New Jersey
$1.55M -$11.5K -80 -0.8%
ASRS
154
Arizona State Retirement System
Arizona
$1.52M -$111K -774 -7%
HLCM
155
Hi-Line Capital Management
South Dakota
$1.51M +$7.16K +50 +0.5%
Arrowstreet Capital
156
Arrowstreet Capital
Massachusetts
$1.48M -$468K -3,268 -25%
MF
157
Magnetar Financial
Illinois
$1.46M -$401K -2,801 -22%
IMRF
158
Illinois Municipal Retirement Fund
Illinois
$1.41M +$621K +4,335 +85%
Neuberger Berman Group
159
Neuberger Berman Group
New York
$1.4M -$45.4K -317 -3%
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
$1.4M -$89.2K -623 -6%
VPIM
161
Vanguard Personalized Indexing Management
California
$1.4M +$75K +524 +6%
AIP
162
Ameritas Investment Partners
Nebraska
$1.35M -$82.2K -574 -6%
SOMRS
163
State of Michigan Retirement System
Michigan
$1.34M -$85.9K -600 -6%
OTPPB
164
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.33M +$512K +3,578 +67%
DFCM
165
Dark Forest Capital Management
Puerto Rico
$1.3M +$978K +6,829 +366%
IG
166
ING Group
Netherlands
$1.29M +$1.23M +8,600 New
Handelsbanken Fonder
167
Handelsbanken Fonder
Sweden
$1.27M -$85.9K -600 -7%
SC
168
Sepio Capital
Utah
$1.26M -$32.4K -226 -3%
Sumitomo Mitsui Trust Group
169
Sumitomo Mitsui Trust Group
Japan
$1.25M
RJT
170
Raymond James Trust
Florida
$1.22M +$18.2K +127 +2%
NMIMC
171
Northwestern Mutual Investment Management Company
Wisconsin
$1.2M -$47.7K -333 -4%
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$1.2M
Cerity Partners
173
Cerity Partners
New York
$1.19M +$173K +1,207 +18%
CB
174
Commerce Bank
Missouri
$1.17M -$16.6K -116 -1%
NMERB
175
New Mexico Educational Retirement Board
New Mexico
$1.15M +$129K +900 +13%

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.