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Affiliated Managers Group

380 hedge funds and large institutions have $4.94B invested in Affiliated Managers Group in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $3.48M | Put options by funds: $2.2M

1% more capital invested

Capital invested by funds: $4.92B → $4.94B (+$24.7M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 42

2% less funds holding

Funds holding: 386380 (-6)

5.42% less ownership

Funds ownership: 98.11%92.7% (-5.4%)

34% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 170

Holders
380
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
38
Increased
112
Reduced
170
Closed
42
Calls
$3.48M
Puts
$2.2M
Net Calls
+$1.27M
Net Calls Change
-$334K
Name Holding Trade Value Shares
Change
Change in
Stake
E
201
Ergoteles
New York
$761K +$727K +5,079 New
GAM
202
Gotham Asset Management
New York
$747K -$654K -4,572 -48%
TWD
203
True Wealth Design
Ohio
$743K +$7.01K +49 +1%
PAMS
204
Pictet Asset Management (Switzerland)
Switzerland
$679K
KCM
205
Kendall Capital Management
Maryland
$666K +$67.3K +470 +12%
X
206
Xponance
Pennsylvania
$664K -$78.4K -548 -11%
WG
207
Winton Group
United Kingdom
$654K -$965K -6,741 -61%
SIA
208
SkyView Investment Advisors
New Jersey
$645K +$53.1K +371 +9%
Assenagon Asset Management
209
Assenagon Asset Management
Luxembourg
$643K -$12.9M -90,030 -95%
QCM
210
Qsemble Capital Management
New York
$630K +$71.6K +500 +14%
XT
211
XTX Topco
Cayman Islands
$628K +$600K +4,193 New
DT
212
Diversified Trust
Tennessee
$626K +$218K +1,524 +58%
OIA
213
OneDigital Investment Advisors
Kansas
$618K -$6.73K -47 -1%
RSWM
214
Robertson Stephens Wealth Management
California
$615K -$573 -4 -0.1%
WGAM
215
Wilkinson Global Asset Management
New York
$615K
CRC
216
Curi RMB Capital
Illinois
$600K -$229K -1,600 -29%
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$592K -$8.16K -57 -1%
KFP
218
KB Financial Partners
New Jersey
$588K +$45.8K +320 +9%
ESCM
219
Echo Street Capital Management
New York
$582K -$258K -1,801 -32%
Impax Asset Management Group
220
Impax Asset Management Group
United Kingdom
$579K
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$572K -$237K -1,656 -30%
OTL
222
Oak Thistle LLC
New York
$571K +$308K +2,150 +129%
WF
223
Welch & Forbes
Massachusetts
$547K
RC
224
RBF Capital
California
$540K
LWAM
225
Legacy Wealth Asset Management
Minnesota
$538K +$35.5K +248 +7%

AMG Hedge Fund Activity: Q2 2023 in Review

380 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2023, worth a combined $4.94B — up 0.5% from $4.92B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of AMG and 38 opened new positions — a net loss of 4 holders — while 170 trimmed existing stakes and 112 added.

The largest buyer was Norges Bank, adding an estimated $43.1M. The largest seller was Envestnet Asset Management, cutting an estimated $105M.

  • 380 institutional investors held Affiliated Managers Group (AMG) as of Q2 2023, down from 386 in Q1 2023.
  • Funds reported $4.94B of Affiliated Managers Group stock for Q2 2023, up 0.5% quarter-over-quarter.
  • 38 funds opened new Affiliated Managers Group positions in Q2 2023 and 42 closed out, a net change of -4 holders.
  • The largest Affiliated Managers Group buyer in Q2 2023 was Norges Bank, an estimated $43.1M added.
  • The largest Affiliated Managers Group seller in Q2 2023 was Envestnet Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2023.