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Affiliated Managers Group
AMG

Overview Fund Activity

405 hedge funds and large institutions have $5.2B invested in Affiliated Managers Group in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 168 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
-12
Holders Change %
-2.88%
% of All Funds
5.39%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
49
Increased
119
Reduced
168
Closed
53
Calls
$1.46M
Puts
$3.26M
Net Calls
-$1.8M
Net Calls Change
+$1.04M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$219M
2
LSV Asset Management
LSV Asset Management
Illinois
$78.4M
3
Millennium Management
Millennium Management
New York
$56.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$42M
5
UBS AM
UBS AM
Illinois
$25.1M

Top Sellers

1
CCP
Clarkston Capital Partners
Michigan
$291M
2
Morgan Stanley
Morgan Stanley
New York
$422M
3
KP
Kiltearn Partners
United Kingdom
$70.4M
4
Jane Street
Jane Street
New York
$0
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$9.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWAM
201
Legacy Wealth Asset Management
Minnesota
$736K -$14.4K -78 -2%
CAM
202
Cresset Asset Management
Illinois
$725K -$1.16M -6,260 -61%
FP
203
Foundry Partners
Minnesota
$723K +$23.9K +129 +3%
EI
204
Ethic Inc
New York
$717K -$7.77K -42 -1%
BNP Paribas Financial Markets
205
BNP Paribas Financial Markets
France
$715K -$775K -4,190 -52%
Janney Montgomery Scott
206
Janney Montgomery Scott
Pennsylvania
$698K -$12.2K -66 -2%
X
207
Xponance
Pennsylvania
$695K +$24.4K +132 +4%
SC
208
Schubert & Co
Texas
$685K +$1.11K +6 +0.2%
Focus Partners Wealth
209
Focus Partners Wealth
Massachusetts
$683K +$683K +3,695 New
Mercer Global Advisors
210
Mercer Global Advisors
Colorado
$679K +$679K +3,674 New
HSBC Holdings
211
HSBC Holdings
United Kingdom
$676K -$927K -5,009 -58%
WF
212
Welch & Forbes
Massachusetts
$675K – – –
KCM
213
Kathmere Capital Management
Pennsylvania
$654K -$456K -2,467 -41%
MWM
214
Mission Wealth Management
California
$639K -$64.5K -349 -9%
US Bancorp
215
US Bancorp
Minnesota
$632K -$31.3K -169 -5%
WGAM
216
Wilkinson Global Asset Management
New York
$629K – – –
GAM
217
Guinness Asset Management
United Kingdom
$615K +$244K +1,319 +66%
CIC
218
Cornercap Investment Counsel
Georgia
$597K – – –
Wealth Enhancement Advisory Services
219
Wealth Enhancement Advisory Services
Minnesota
$592K -$6.47K -35 -1%
Kovitz Investment Group Partners
220
Kovitz Investment Group Partners
Illinois
$575K -$1.3K -7 -0.2%
CIP
221
Cornerstone Investment Partners
Georgia
$575K -$16.1K -87 -3%
HIM
222
Hillsdale Investment Management
Ontario, Canada
$571K -$55.5K -300 -9%
RCM
223
Radnor Capital Management
Pennsylvania
$549K – – –
Stifel Financial
224
Stifel Financial
Missouri
$541K -$12.8K -69 -2%
Cetera Investment Advisers
225
Cetera Investment Advisers
Illinois
$536K +$12.9K +70 +2%
7 8
9
10 11