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Affiliated Managers Group

357 hedge funds and large institutions have $4.16B invested in Affiliated Managers Group in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 120 increasing their positions, 153 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.95% less ownership

Funds ownership: 92.7%90.75% (-2%)

6% less funds holding

Funds holding: 380357 (-23)

16% less capital invested

Capital invested by funds: $4.94B → $4.16B (-$788M)

17% less call options, than puts

Call options by funds: $2.14M | Put options by funds: $2.57M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

22% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 153

39% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 51

Holders
357
Holders Change
-23
Holders Change %
-6.05%
% of All Funds
5.67%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
31
Increased
120
Reduced
153
Closed
51
Calls
$2.14M
Puts
$2.57M
Net Calls
-$431K
Net Calls Change
-$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
COPPSERS
176
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$925K -$1.45M -10,354 -59%
Handelsbanken Fonder
177
Handelsbanken Fonder
Sweden
$925K -$196K -1,400 -16%
RFC
178
Regions Financial Corp
Alabama
$915K +$140 +1 +0%
Zurich Cantonal Bank
179
Zurich Cantonal Bank
Switzerland
$892K +$114K +816 +14%
XT
180
XTX Topco
Cayman Islands
$883K +$361K +2,584 +62%
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
$880K +$512K +3,661 +119%
Federated Hermes
182
Federated Hermes
Pennsylvania
$872K -$110K -783 -10%
CIC
183
Cornercap Investment Counsel
Georgia
$834K -$7.55K -54 -0.8%
Mackenzie Financial
184
Mackenzie Financial
Ontario, Canada
$827K +$140K +1,003 +18%
Mitsubishi UFJ Trust & Banking
185
Mitsubishi UFJ Trust & Banking
Japan
$818K +$109K +777 +14%
URS
186
Utah Retirement Systems
Utah
$792K
CIA
187
Citadel Investment Advisory
Ohio
$787K +$845K +6,039 New
TRCT
188
Tower Research Capital (TRC)
New York
$783K +$400K +2,862 +91%
WCM
189
Wedge Capital Management
North Carolina
$782K -$1.07M -7,674 -56%
DA
190
Duality Advisers
Florida
$764K -$973K -6,955 -54%
Two Sigma Advisers
191
Two Sigma Advisers
New York
$756K -$1.06M -7,600 -57%
CCIA
192
Campbell & Co Investment Adviser
Maryland
$732K +$383K +2,740 +95%
AIMCA
193
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$717K
YIH
194
Y-Intercept (HK)
Hong Kong
$705K +$318K +2,274 +72%
BBHC
195
Brown Brothers Harriman & Co
New York
$691K
CAM
196
Cresset Asset Management
Illinois
$682K -$4.2K -30 -0.6%
TWD
197
True Wealth Design
Ohio
$669K +$24.8K +177 +4%
DFCM
198
Dark Forest Capital Management
Puerto Rico
$667K -$501K -3,578 -41%
TC
199
TwinBeech Capital
New York
$635K +$681K +4,869 New
Corient Private Wealth
200
Corient Private Wealth
Florida
$626K -$251K -1,791 -27%

AMG Hedge Fund Activity: Q3 2023 in Review

357 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2023, worth a combined $4.16B — down 16% from $4.94B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of AMG and 31 opened new positions — a net loss of 20 holders — while 153 trimmed existing stakes and 120 added.

The largest buyer was Millennium Management, adding an estimated $49.3M. The largest seller was EdgePoint Investment Group, cutting an estimated $114M.

  • 357 institutional investors held Affiliated Managers Group (AMG) as of Q3 2023, down from 380 in Q2 2023.
  • Funds reported $4.16B of Affiliated Managers Group stock for Q3 2023, down 16% quarter-over-quarter.
  • 31 funds opened new Affiliated Managers Group positions in Q3 2023 and 51 closed out, a net change of -20 holders.
  • The largest Affiliated Managers Group buyer in Q3 2023 was Millennium Management, an estimated $49.3M added.
  • The largest Affiliated Managers Group seller in Q3 2023 was EdgePoint Investment Group, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2023.