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Affiliated Managers Group

421 hedge funds and large institutions have $5.04B invested in Affiliated Managers Group in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 143 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 40

10% more capital invested

Capital invested by funds: $4.57B → $5.04B (+$469M)

4% more funds holding

Funds holding: 405421 (+16)

3.25% more ownership

Funds ownership: 91.85%95.1% (+3.2%)

5% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 143

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

59% less call options, than puts

Call options by funds: $1.94M | Put options by funds: $4.78M

Holders
421
Holders Change
+16
Holders Change %
+3.95%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
59
Increased
150
Reduced
143
Closed
40
Calls
$1.94M
Puts
$4.78M
Net Calls
-$2.84M
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
201
Mackenzie Financial
Ontario, Canada
$923K -$82.7K -487 -9%
Federated Hermes
202
Federated Hermes
Pennsylvania
$843K -$139K -820 -15%
OIA
203
OneDigital Investment Advisors
Kansas
$838K +$15.3K +90 +2%
BBHC
204
Brown Brothers Harriman & Co
New York
$827K
EP
205
Edgestream Partners
New Jersey
$824K +$787K +4,634 New
Pictet Asset Management
206
Pictet Asset Management
Switzerland
$801K +$44K +259 +6%
RJT
207
Raymond James Trust
Florida
$784K -$629K -3,705 -46%
OSAM
208
O'Shaughnessy Asset Management
Connecticut
$776K +$93.9K +553 +16%
Mariner
209
Mariner
Kansas
$774K +$4.25K +25 +0.6%
Two Sigma Advisers
210
Two Sigma Advisers
New York
$765K +$67.9K +400 +10%
KCM
211
Kendall Capital Management
Maryland
$735K
AC
212
AXQ Capital
New Jersey
$725K -$351K -2,068 -34%
LWAM
213
Legacy Wealth Asset Management
Minnesota
$722K +$1.36K +8 +0.2%
GCP
214
GSA Capital Partners
United Kingdom
$690K -$461K -2,714 -41%
Janney Montgomery Scott
215
Janney Montgomery Scott
Pennsylvania
$683K -$406K -2,393 -38%
MWM
216
Mission Wealth Management
California
$677K +$647K +3,807 New
ASN
217
Advisory Services Network
Georgia
$673K
FP
218
Foundry Partners
Minnesota
$672K +$18.7K +110 +3%
CAPTRUST Financial Advisors
219
CAPTRUST Financial Advisors
North Carolina
$660K +$301K +1,773 +91%
SC
220
Schubert & Co
Texas
$658K +$628K +3,698 New
EI
221
Ethic Inc
New York
$657K +$2.72K +16 +0.4%
CWM
222
Congress Wealth Management
Massachusetts
$649K +$1.7K +10 +0.3%
WF
223
Welch & Forbes
Massachusetts
$649K
X
224
Xponance
Pennsylvania
$645K -$23.9K -141 -4%
RC
225
RBF Capital
California
$640K

AMG Hedge Fund Activity: Q3 2024 in Review

421 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2024, worth a combined $5.04B — up 10% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new AMG positions and 40 closed out — a net gain of 19 holders — while 150 added to existing stakes and 143 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26M. The largest seller was Fidelity Investments, cutting an estimated $52.9M.

  • 421 institutional investors held Affiliated Managers Group (AMG) as of Q3 2024, up from 405 in Q2 2024.
  • Funds reported $5.04B of Affiliated Managers Group stock for Q3 2024, up 10% quarter-over-quarter.
  • 59 funds opened new Affiliated Managers Group positions in Q3 2024 and 40 closed out, a net change of +19 holders.
  • The largest Affiliated Managers Group buyer in Q3 2024 was Morgan Stanley, an estimated $26M added.
  • The largest Affiliated Managers Group seller in Q3 2024 was Fidelity Investments, an estimated $52.9M sold.

Based on aggregated 13F filings for Q3 2024.