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Affiliated Managers Group

408 hedge funds and large institutions have $5.21B invested in Affiliated Managers Group in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 171 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

3% more capital invested

Capital invested by funds: $5.04B → $5.21B (+$166M)

9% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 53

1.33% less ownership

Funds ownership: 95.1%93.76% (-1.3%)

3% less funds holding

Funds holding: 421408 (-13)

30% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 171

55% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $3.26M

Holders
408
Holders Change
-13
Holders Change %
-3.09%
% of All Funds
5.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
48
Increased
120
Reduced
171
Closed
53
Calls
$1.46M
Puts
$3.26M
Net Calls
-$1.79M
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
151
Cerity Partners
New York
$1.68M -$173K -926 -9%
FHB
152
First Hawaiian Bank
Hawaii
$1.68M -$232K -1,244 -12%
Two Sigma Advisers
153
Two Sigma Advisers
New York
$1.65M +$858K +4,600 +107%
ASRS
154
Arizona State Retirement System
Arizona
$1.6M -$98.5K -528 -6%
AIMCA
155
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.55M
LSERS
156
Louisiana State Employees Retirement System
Louisiana
$1.55M +$18.7K +100 +1%
DT
157
Diversified Trust
Tennessee
$1.53M -$1.12K -6 -0.1%
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$1.5M
Handelsbanken Fonder
159
Handelsbanken Fonder
Sweden
$1.48M +$168K +900 +13%
Mackenzie Financial
160
Mackenzie Financial
Ontario, Canada
$1.45M +$493K +2,642 +51%
CB
161
Commerce Bank
Missouri
$1.45M
RIM
162
Redwood Investment Management
Arizona
$1.43M -$288K -1,545 -17%
Wellington Management Group
163
Wellington Management Group
Massachusetts
$1.42M -$1.15M -6,137 -44%
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$1.37M +$71.3K +382 +5%
WCM
165
Wedge Capital Management
North Carolina
$1.35M -$122K -656 -8%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$1.33M -$27.1K -145 -2%
SOMRS
167
State of Michigan Retirement System
Michigan
$1.32M
Thrivent Financial for Lutherans
168
Thrivent Financial for Lutherans
Minnesota
$1.31M +$20.2K +108 +2%
Nomura Holdings
169
Nomura Holdings
Japan
$1.28M +$1.29M +6,911 New
RFC
170
Regions Financial Corp
Alabama
$1.25M -$5.22K -28 -0.4%
NMIMC
171
Northwestern Mutual Investment Management Company
Wisconsin
$1.24M +$19.2K +103 +2%
COPPSERS
172
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.23M +$19.2K +103 +2%
Holocene Advisors
173
Holocene Advisors
New York
$1.22M +$1.23M +6,616 New
NMERB
174
New Mexico Educational Retirement Board
New Mexico
$1.2M
Dodge & Cox
175
Dodge & Cox
California
$1.2M +$1.21M +6,500 New

AMG Hedge Fund Activity: Q4 2024 in Review

408 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2024, worth a combined $5.21B — up 3.3% from $5.04B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of AMG and 48 opened new positions — a net loss of 5 holders — while 171 trimmed existing stakes and 120 added.

The largest buyer was Boston Partners, adding an estimated $69.7M. The largest seller was Clarkston Capital Partners, cutting an estimated $37.9M.

  • 408 institutional investors held Affiliated Managers Group (AMG) as of Q4 2024, down from 421 in Q3 2024.
  • Funds reported $5.21B of Affiliated Managers Group stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q4 2024 and 53 closed out, a net change of -5 holders.
  • The largest Affiliated Managers Group buyer in Q4 2024 was Boston Partners, an estimated $69.7M added.
  • The largest Affiliated Managers Group seller in Q4 2024 was Clarkston Capital Partners, an estimated $37.9M sold.

Based on aggregated 13F filings for Q4 2024.