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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
SC
176
Sepio Capital
Utah
$1.2M -$118K -633 -9%
SIA
177
SkyView Investment Advisors
New Jersey
$1.18M +$103K +552 +9%
Creative Planning
178
Creative Planning
Kansas
$1.18M +$4.29K +23 +0.4%
OPERF
179
Oregon Public Employees Retirement Fund
Oregon
$1.14M +$10.3K +55 +0.9%
AIP
180
Ameritas Investment Partners
Nebraska
$1.13M
CCA
181
Carrera Capital Advisors
Michigan
$1.1M +$1.11M +5,947 New
CIA
182
Citadel Investment Advisory
Ohio
$1.09M
CP
183
CenterBook Partners
Connecticut
$1.05M -$346K -1,854 -25%
EP
184
Edgestream Partners
New Jersey
$1.02M +$163K +876 +19%
Pacer Advisors
185
Pacer Advisors
Pennsylvania
$1.01M -$208K -1,115 -17%
I
186
INVST
Indiana
$981K +$20K +107 +2%
OSAM
187
O'Shaughnessy Asset Management
Connecticut
$941K +$187K +1,004 +25%
XT
188
XTX Topco
Cayman Islands
$937K +$946K +5,069 New
OIA
189
OneDigital Investment Advisors
Kansas
$925K +$54.1K +290 +6%
CIS
190
Custom Index Systems
New York
$914K -$47.8K -256 -5%
KCM
191
Kennondale Capital Management
Virginia
$905K +$913K +4,892 New
Federated Hermes
192
Federated Hermes
Pennsylvania
$898K +$22.2K +119 +3%
AC
193
AXQ Capital
New Jersey
$870K +$116K +624 +15%
KIM
194
Kestra Investment Management
Texas
$861K +$200K +1,071 +30%
BBHC
195
Brown Brothers Harriman & Co
New York
$860K
Mariner
196
Mariner
Kansas
$855K +$50.4K +270 +6%
Pictet Asset Management
197
Pictet Asset Management
Switzerland
$854K +$20.7K +111 +2%
Prudential Financial
198
Prudential Financial
New Jersey
$843K -$3.35M -17,950 -80%
LPL Financial
199
LPL Financial
California
$833K +$174K +933 +26%
BTI
200
Blue Trust Inc
Georgia
$823K +$493K +2,641 +146%

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.