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Affiliated Managers Group

408 hedge funds and large institutions have $5.21B invested in Affiliated Managers Group in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 171 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

3% more capital invested

Capital invested by funds: $5.04B → $5.21B (+$166M)

9% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 53

1.33% less ownership

Funds ownership: 95.1%93.76% (-1.3%)

3% less funds holding

Funds holding: 421408 (-13)

30% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 171

55% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $3.26M

Holders
408
Holders Change
-13
Holders Change %
-3.09%
% of All Funds
5.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
48
Increased
120
Reduced
171
Closed
53
Calls
$1.46M
Puts
$3.26M
Net Calls
-$1.79M
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
201
Advisory Services Network
Georgia
$798K +$560 +3 +0.1%
KCM
202
Kendall Capital Management
Maryland
$742K -$23.3K -125 -3%
LWAM
203
Legacy Wealth Asset Management
Minnesota
$736K -$14.6K -78 -2%
CAM
204
Cresset Asset Management
Illinois
$725K -$1.17M -6,260 -61%
FP
205
Foundry Partners
Minnesota
$723K +$24.1K +129 +3%
EI
206
Ethic Inc
New York
$717K -$7.84K -42 -1%
BNP Paribas Financial Markets
207
BNP Paribas Financial Markets
France
$715K -$782K -4,190 -52%
Janney Montgomery Scott
208
Janney Montgomery Scott
Pennsylvania
$698K -$12.3K -66 -2%
X
209
Xponance
Pennsylvania
$695K +$24.6K +132 +4%
SC
210
Schubert & Co
Texas
$685K +$1.12K +6 +0.2%
Focus Partners Wealth
211
Focus Partners Wealth
Massachusetts
$683K +$690K +3,695 New
Mercer Global Advisors
212
Mercer Global Advisors
Colorado
$679K +$686K +3,674 New
HSBC Holdings
213
HSBC Holdings
United Kingdom
$676K -$935K -5,009 -58%
WF
214
Welch & Forbes
Massachusetts
$675K
KCM
215
Kathmere Capital Management
Pennsylvania
$654K -$460K -2,467 -41%
MWM
216
Mission Wealth Management
California
$639K -$65.1K -349 -9%
US Bancorp
217
US Bancorp
Minnesota
$632K -$31.5K -169 -5%
WGAM
218
Wilkinson Global Asset Management
New York
$629K
GAM
219
Guinness Asset Management
United Kingdom
$615K +$246K +1,319 +66%
CIC
220
Cornercap Investment Counsel
Georgia
$597K
Wealth Enhancement Advisory Services
221
Wealth Enhancement Advisory Services
Minnesota
$592K -$6.53K -35 -1%
Kovitz Investment Group Partners
222
Kovitz Investment Group Partners
Illinois
$575K -$1.31K -7 -0.2%
CIP
223
Cornerstone Investment Partners
Georgia
$575K -$16.2K -87 -3%
HIM
224
Hillsdale Investment Management
Ontario, Canada
$571K -$56K -300 -9%
RCM
225
Radnor Capital Management
Pennsylvania
$549K

AMG Hedge Fund Activity: Q4 2024 in Review

408 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2024, worth a combined $5.21B — up 3.3% from $5.04B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of AMG and 48 opened new positions — a net loss of 5 holders — while 171 trimmed existing stakes and 120 added.

The largest buyer was Boston Partners, adding an estimated $69.7M. The largest seller was Clarkston Capital Partners, cutting an estimated $37.9M.

  • 408 institutional investors held Affiliated Managers Group (AMG) as of Q4 2024, down from 421 in Q3 2024.
  • Funds reported $5.21B of Affiliated Managers Group stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q4 2024 and 53 closed out, a net change of -5 holders.
  • The largest Affiliated Managers Group buyer in Q4 2024 was Boston Partners, an estimated $69.7M added.
  • The largest Affiliated Managers Group seller in Q4 2024 was Clarkston Capital Partners, an estimated $37.9M sold.

Based on aggregated 13F filings for Q4 2024.