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Affiliated Managers Group

421 hedge funds and large institutions have $5.04B invested in Affiliated Managers Group in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 143 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 40

10% more capital invested

Capital invested by funds: $4.57B → $5.04B (+$469M)

4% more funds holding

Funds holding: 405421 (+16)

3.25% more ownership

Funds ownership: 91.85%95.1% (+3.2%)

5% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 143

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

59% less call options, than puts

Call options by funds: $1.94M | Put options by funds: $4.78M

Holders
421
Holders Change
+16
Holders Change %
+3.95%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
59
Increased
150
Reduced
143
Closed
40
Calls
$1.94M
Puts
$4.78M
Net Calls
-$2.84M
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
176
Centiva Capital
New York
$1.31M +$1.25M +7,345 New
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$1.3M +$782K +4,602 +169%
SOMRS
178
State of Michigan Retirement System
Michigan
$1.27M -$102K -600 -8%
SC
179
Sepio Capital
Utah
$1.26M -$679 -4 -0.1%
Handelsbanken Fonder
180
Handelsbanken Fonder
Sweden
$1.26M
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$1.25M
Thrivent Financial for Lutherans
182
Thrivent Financial for Lutherans
Minnesota
$1.25M -$118K -695 -9%
ACM
183
Aquatic Capital Management
Illinois
$1.21M -$1.44M -8,500 -56%
RFC
184
Regions Financial Corp
Alabama
$1.2M -$15.3K -90 -1%
NMIMC
185
Northwestern Mutual Investment Management Company
Wisconsin
$1.18M -$84.6K -498 -7%
Pacer Advisors
186
Pacer Advisors
Pennsylvania
$1.17M +$309K +1,821 +38%
HLCM
187
Hi-Line Capital Management
South Dakota
$1.17M -$579K -3,409 -34%
COPPSERS
188
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.17M -$83.2K -490 -7%
NMERB
189
New Mexico Educational Retirement Board
New Mexico
$1.16M
SG Americas Securities
190
SG Americas Securities
New York
$1.15M +$279K +1,642 +34%
Creative Planning
191
Creative Planning
Kansas
$1.13M -$24.8K -146 -2%
Verition Fund Management
192
Verition Fund Management
Connecticut
$1.12M +$754K +4,440 +240%
AIP
193
Ameritas Investment Partners
Nebraska
$1.09M -$112K -660 -10%
OPERF
194
Oregon Public Employees Retirement Fund
Oregon
$1.08M -$92.9K -547 -8%
KCM
195
Kathmere Capital Management
Pennsylvania
$1.07M +$1.02M +6,002 New
QT
196
Quantbot Technologies
New York
$1.06M +$1.02M +5,982 New
CIA
197
Citadel Investment Advisory
Ohio
$1.05M -$25.5K -150 -2%
SIA
198
SkyView Investment Advisors
New Jersey
$1.03M +$23.3K +137 +2%
I
199
INVST
Indiana
$924K -$1.53K -9 -0.2%
CIS
200
Custom Index Systems
New York
$924K +$392K +2,307 +80%

AMG Hedge Fund Activity: Q3 2024 in Review

421 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2024, worth a combined $5.04B — up 10% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new AMG positions and 40 closed out — a net gain of 19 holders — while 150 added to existing stakes and 143 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26M. The largest seller was Fidelity Investments, cutting an estimated $52.9M.

  • 421 institutional investors held Affiliated Managers Group (AMG) as of Q3 2024, up from 405 in Q2 2024.
  • Funds reported $5.04B of Affiliated Managers Group stock for Q3 2024, up 10% quarter-over-quarter.
  • 59 funds opened new Affiliated Managers Group positions in Q3 2024 and 40 closed out, a net change of +19 holders.
  • The largest Affiliated Managers Group buyer in Q3 2024 was Morgan Stanley, an estimated $26M added.
  • The largest Affiliated Managers Group seller in Q3 2024 was Fidelity Investments, an estimated $52.9M sold.

Based on aggregated 13F filings for Q3 2024.