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Affiliated Managers Group

366 hedge funds and large institutions have $5.38B invested in Affiliated Managers Group in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

33% more capital invested

Capital invested by funds: $4.05B → $5.38B (+$1.34B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more funds holding

Funds holding: 329366 (+37)

9% more call options, than puts

Call options by funds: $9.93M | Put options by funds: $9.11M

4% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 117

2.06% less ownership

Funds ownership: 94.94%92.88% (-2.1%)

Holders
366
Holders Change
+37
Holders Change %
+11.25%
% of All Funds
5.88%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
73
Increased
122
Reduced
117
Closed
32
Calls
$9.93M
Puts
$9.11M
Net Calls
+$823K
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
201
ProShare Advisors
Maryland
$824K +$76.5K +541 +12%
BBHC
202
Brown Brothers Harriman & Co
New York
$808K +$42.7K +302 +6%
IMRF
203
Illinois Municipal Retirement Fund
Illinois
$806K
EMG
204
ETF Managers Group
New Jersey
$799K +$26K +184 +4%
X
205
Xponance
Pennsylvania
$784K +$62.5K +442 +10%
PAMS
206
Pictet Asset Management (Switzerland)
Switzerland
$765K +$273K +1,928 +66%
FC
207
FORA Capital
Florida
$764K +$682K +4,820 New
TWD
208
True Wealth Design
Ohio
$762K +$680K +4,809 New
AWM
209
AE Wealth Management
Kansas
$759K +$37.8K +267 +6%
WG
210
Winton Group
United Kingdom
$745K -$24.5K -173 -4%
WF
211
Welch & Forbes
Massachusetts
$737K +$106K +750 +19%
SG Americas Securities
212
SG Americas Securities
New York
$723K +$138K +977 +27%
Mercer Global Advisors
213
Mercer Global Advisors
Colorado
$719K +$642K +4,539 New
TC
214
TwinBeech Capital
New York
$663K +$592K +4,185 New
RSWM
215
Robertson Stephens Wealth Management
California
$650K
WGAM
216
Wilkinson Global Asset Management
New York
$650K
SIA
217
SkyView Investment Advisors
New Jersey
$616K -$11.7K -83 -2%
Impax Asset Management Group
218
Impax Asset Management Group
United Kingdom
$612K -$21.5K -152 -4%
CGH
219
Crossmark Global Holdings
Texas
$592K +$91.5K +647 +21%
KFP
220
KB Financial Partners
New Jersey
$575K -$16K -113 -3%
RC
221
RBF Capital
California
$570K
SAM
222
Securian Asset Management
Minnesota
$559K
NMIMC
223
Northwestern Mutual Investment Management Company
Wisconsin
$552K -$288K -2,034 -37%
IIC
224
Ironwood Investment Counsel
Arizona
$551K +$79.9K +565 +19%
TCM
225
Teza Capital Management
Illinois
$545K +$487K +3,442 New

AMG Hedge Fund Activity: Q4 2022 in Review

366 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2022, worth a combined $5.38B — up 33% from $4.05B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AMG positions and 32 closed out — a net gain of 41 holders — while 122 added to existing stakes and 117 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $353M. The largest seller was EdgePoint Investment Group, cutting an estimated $163M.

  • 366 institutional investors held Affiliated Managers Group (AMG) as of Q4 2022, up from 329 in Q3 2022.
  • Funds reported $5.38B of Affiliated Managers Group stock for Q4 2022, up 33% quarter-over-quarter.
  • 73 funds opened new Affiliated Managers Group positions in Q4 2022 and 32 closed out, a net change of +41 holders.
  • The largest Affiliated Managers Group buyer in Q4 2022 was Morgan Stanley, an estimated $353M added.
  • The largest Affiliated Managers Group seller in Q4 2022 was EdgePoint Investment Group, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2022.