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Affiliated Managers Group
AMG

Overview Fund Activity

381 hedge funds and large institutions have $5.16B invested in Affiliated Managers Group in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 130 increasing their positions, 126 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+26
Holders Change %
+7.32%
% of All Funds
5.58%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
67
Increased
130
Reduced
126
Closed
35
Calls
$4.09M
Puts
$8.63M
Net Calls
-$4.54M
Net Calls Change
-$4.11M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$409M
2
CCM
Channing Capital Management
Illinois
+$62.7M
3
Marshall Wace
Marshall Wace
United Kingdom
+$51.3M
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$18.9M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$18.5M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
-$239M
2
State Street
State Street
Massachusetts
-$34.3M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$20.4M
4
Millennium Management
Millennium Management
New York
-$19.8M
5
PCM
Prana Capital Management
Connecticut
-$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$1.16M +$120K +793 +12%
Wealth Enhancement Advisory Services
177
Wealth Enhancement Advisory Services
Minnesota
$1.15M -$56.2K -371 -5%
NMIMC
178
Northwestern Mutual Investment Management Company
Wisconsin
$1.14M -$38.2K -252 -3%
Connor, Clark & Lunn Investment Management (CC&L)
179
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.13M -$27.7K -183 -2%
AIP
180
Ameritas Investment Partners
Nebraska
$1.13M -$59.8K -395 -5%
COPPSERS
181
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.13M +$55K +363 +5%
Janney Montgomery Scott
182
Janney Montgomery Scott
Pennsylvania
$1.1M +$76.9K +508 +8%
Mitsubishi UFJ Trust & Banking
183
Mitsubishi UFJ Trust & Banking
Japan
$1.1M +$143K +936 +15%
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$1.1M -$7.57K -50 -0.7%
AC
185
AXQ Capital
New Jersey
$1.08M +$500K +3,301 +86%
Handelsbanken Fonder
186
Handelsbanken Fonder
Sweden
$1.08M – – –
FRM
187
Fox Run Management
Connecticut
$1.05M +$558K +3,686 +114%
CastleKeep Investment Advisors
188
CastleKeep Investment Advisors
Connecticut
$1.05M +$1.05M +6,910 New
RFC
189
Regions Financial Corp
Alabama
$1.04M -$19.7K -130 -2%
CIC
190
Cornercap Investment Counsel
Georgia
$1.04M +$72.1K +476 +7%
SEC
191
Seven Eight Capital
New York
$1.04M +$1.04M +6,851 New
WCM
192
Wedge Capital Management
North Carolina
$1.03M +$123K +810 +13%
PMEF
193
Point72 Middle East FZE
United Arab Emirates
$1.03M +$1.03M +6,803 New
Federated Hermes
194
Federated Hermes
Pennsylvania
$942K -$71.5K -472 -7%
Tudor Investment Corp
195
Tudor Investment Corp
Connecticut
$934K +$934K +6,165 New
Mackenzie Financial
196
Mackenzie Financial
Ontario, Canada
$929K -$57.1K -377 -6%
URS
197
Utah Retirement Systems
Utah
$921K – – –
CIA
198
Citadel Investment Advisory
Ohio
$914K – – –
Impax Asset Management Group
199
Impax Asset Management Group
United Kingdom
$892K +$318K +2,100 +55%
DA
200
Duality Advisers
Florida
$868K -$20K -132 -2%
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