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Affiliated Managers Group

405 hedge funds and large institutions have $4.57B invested in Affiliated Managers Group in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 126 increasing their positions, 160 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 48

0% more funds holding

Funds holding: 403405 (+2)

1.09% less ownership

Funds ownership: 92.94%91.85% (-1.1%)

10% less capital invested

Capital invested by funds: $5.1B → $4.57B (-$529M)

21% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 160

77% less call options, than puts

Call options by funds: $1.2M | Put options by funds: $5.3M

Holders
405
Holders Change
+2
Holders Change %
+0.5%
% of All Funds
5.85%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
57
Increased
126
Reduced
160
Closed
48
Calls
$1.2M
Puts
$5.3M
Net Calls
-$4.1M
Net Calls Change
-$5.73M
Name Holding Trade Value Shares
Change
Change in
Stake
NRD
201
Nebula Research & Development
New York
$789K +$578K +3,630 +255%
SG Americas Securities
202
SG Americas Securities
New York
$751K -$885K -5,559 -54%
TRCT
203
Tower Research Capital (TRC)
New York
$751K +$548K +3,441 +252%
Pacer Advisors
204
Pacer Advisors
Pennsylvania
$744K -$277K -1,739 -27%
OTL
205
Oak Thistle LLC
New York
$741K +$756K +4,746 New
BBHC
206
Brown Brothers Harriman & Co
New York
$726K +$23.9K +150 +3%
OIA
207
OneDigital Investment Advisors
Kansas
$722K +$72.9K +458 +11%
PTC
208
Petrus Trust Company
Texas
$694K -$171K -1,077 -20%
Stifel Financial
209
Stifel Financial
Missouri
$685K -$23.4K -147 -3%
Mariner
210
Mariner
Kansas
$676K +$14K +88 +2%
ASN
211
Advisory Services Network
Georgia
$673K +$4.78K +30 +0.7%
Pictet Asset Management
212
Pictet Asset Management
Switzerland
$664K -$14.6K -92 -2%
Focus Partners Wealth
213
Focus Partners Wealth
Massachusetts
$647K -$3.5K -22 -0.5%
KCM
214
Kendall Capital Management
Maryland
$646K +$15.9K +100 +2%
FHB
215
First Hawaiian Bank
Hawaii
$644K +$656K +4,121 New
FCM
216
FJ Capital Management
Virginia
$636K +$648K +4,070 New
LWAM
217
Legacy Wealth Asset Management
Minnesota
$633K +$43K +270 +7%
SGI
218
Summit Global Investments
Utah
$618K +$630K +3,956 New
NYLIM
219
New York Life Investment Management
New York
$616K -$308K -1,935 -33%
EI
220
Ethic Inc
New York
$610K -$2.55K -16 -0.4%
Two Sigma Advisers
221
Two Sigma Advisers
New York
$609K -$47.8K -300 -7%
BFM
222
Boothbay Fund Management
New York
$597K +$608K +3,819 New
X
223
Xponance
Pennsylvania
$589K -$141K -884 -19%
Wealth Enhancement Advisory Services
224
Wealth Enhancement Advisory Services
Minnesota
$588K -$568K -3,570 -49%
HIM
225
Hillsdale Investment Management
Ontario, Canada
$584K

AMG Hedge Fund Activity: Q2 2024 in Review

405 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2024, worth a combined $4.57B — down 10% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AMG positions and 48 closed out — a net gain of 9 holders — while 126 added to existing stakes and 160 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $181M.

  • 405 institutional investors held Affiliated Managers Group (AMG) as of Q2 2024, up from 403 in Q1 2024.
  • Funds reported $4.57B of Affiliated Managers Group stock for Q2 2024, down 10% quarter-over-quarter.
  • 57 funds opened new Affiliated Managers Group positions in Q2 2024 and 48 closed out, a net change of +9 holders.
  • The largest Affiliated Managers Group buyer in Q2 2024 was Boston Partners, an estimated $115M added.
  • The largest Affiliated Managers Group seller in Q2 2024 was Fidelity Investments, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2024.