Affiliated Managers Group
383 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, 131 increasing their positions, 127 reducing their positions, and 35 closing their positions.
91% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 35
24% more capital invested
Capital invested by funds: $4.16B → $5.16B (+$1.01B)
10.13% more ownership
Funds ownership: 90.75% → 100.87% (+10%)
7% more funds holding
Funds holding: 357 → 383 (+26)
3% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 127
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
53% less call options, than puts
Call options by funds: $4.09M | Put options by funds: $8.63M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$363M |
| 2 |
CCM
Channing Capital Management
Chicago,
Illinois
|
+$55.7M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$45.5M |
| 4 |
New York State Common Retirement Fund
Albany,
New York
|
+$16.8M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$239M |
| 2 |
State Street
Boston,
Massachusetts
|
-$30.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$18.1M |
| 4 |
Millennium Management
New York
|
-$17.5M |
| 5 |
PCM
Prana Capital Management
Greenwich,
Connecticut
|
-$13.5M |
AMG Hedge Fund Activity: Q4 2023 in Review
383 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2023, worth a combined $5.16B — up 24% from $4.16B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new AMG positions and 35 closed out — a net gain of 32 holders — while 131 added to existing stakes and 127 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $363M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $239M sold.
- 383 institutional investors held Affiliated Managers Group (AMG) as of Q4 2023, up from 357 in Q3 2023.
- Funds reported $5.16B of Affiliated Managers Group stock for Q4 2023, up 24% quarter-over-quarter.
- 67 funds opened new Affiliated Managers Group positions in Q4 2023 and 35 closed out, a net change of +32 holders.
- The largest Affiliated Managers Group buyer in Q4 2023 was Morgan Stanley, an estimated $363M added.
- The largest Affiliated Managers Group seller in Q4 2023 was EdgePoint Investment Group, an estimated $239M sold.
Based on aggregated 13F filings for Q4 2023.