We are live on ! Find out more
AMG icon

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
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$1.14M -$7.3K -51 -0.7%
Asset Management One
177
Asset Management One
Japan
$1.14M +$84.3K +589 +8%
Federated Hermes
178
Federated Hermes
Pennsylvania
$1.12M -$20.5K -143 -2%
SOADOR
179
State of Alaska Department of Revenue
Alaska
$1.1M -$102K -714 -9%
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$1.07M -$42.9K -300 -4%
RFC
181
Regions Financial Corp
Alabama
$1.05M
TRSOTSOK
182
Teachers Retirement System of the State of Kentucky
Kentucky
$1.01M +$90K +629 +10%
Squarepoint
183
Squarepoint
New York
$999K -$5.01M -34,966 -84%
Corient Private Wealth
184
Corient Private Wealth
Florida
$989K +$300K +2,097 +47%
EGM
185
Engineers Gate Manager
New York
$968K -$1.59M -11,104 -63%
CIC
186
Cornercap Investment Counsel
Georgia
$967K
Pacer Advisors
187
Pacer Advisors
Pennsylvania
$944K +$902K +6,300 New
Two Sigma Investments
188
Two Sigma Investments
New York
$929K -$3.75M -26,226 -81%
LS
189
Livforsakringsbolaget Skandia
Sweden
$914K -$85.9K -600 -9%
URS
190
Utah Retirement Systems
Utah
$911K -$71.6K -500 -8%
Zurich Cantonal Bank
191
Zurich Cantonal Bank
Switzerland
$903K +$38.4K +268 +5%
CP
192
CenterBook Partners
Connecticut
$888K +$134K +936 +19%
Allspring Global Investments
193
Allspring Global Investments
North Carolina
$846K +$523K +3,653 +183%
MC
194
Maverick Capital
Texas
$834K +$456K +3,189 +134%
Mackenzie Financial
195
Mackenzie Financial
Ontario, Canada
$830K -$996K -6,957 -56%
AG
196
AIA Group
Hong Kong
$827K +$790K +5,517 New
AIMCA
197
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$824K
Mitsubishi UFJ Trust & Banking
198
Mitsubishi UFJ Trust & Banking
Japan
$824K +$103K +719 +15%
BBHC
199
Brown Brothers Harriman & Co
New York
$794K
CAM
200
Cresset Asset Management
Illinois
$788K +$318K +2,219 +73%

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.