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Affiliated Managers Group

309 hedge funds and large institutions have $4.31B invested in Affiliated Managers Group in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 101 increasing their positions, 127 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $1.12M

0.68% more ownership

Funds ownership: 95.08%95.76% (+0.68%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

7% less funds holding

Funds holding: 334309 (-25)

18% less capital invested

Capital invested by funds: $5.28B → $4.31B (-$972M)

20% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 127

39% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 49

Holders
309
Holders Change
-25
Holders Change %
-7.49%
% of All Funds
5.21%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
30
Increased
101
Reduced
127
Closed
49
Calls
$1.21M
Puts
$1.12M
Net Calls
+$93K
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
EIG
1
EdgePoint Investment Group
Ontario, Canada
$577M -$15.8M -122,494 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$437M +$13.1M +102,048 +3%
BlackRock
3
BlackRock
New York
$394M -$15.4M -119,676 -3%
ACM
4
Atlanta Capital Management
Georgia
$283M +$4.72M +36,648 +2%
CCP
5
Clarkston Capital Partners
Michigan
$236M +$45.4M +353,109 +21%
SAM
6
Southeastern Asset Management
Tennessee
$204M -$2.88M -22,395 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$185M -$4.96M -38,554 -2%
State Street
8
State Street
Massachusetts
$153M -$5.67M -44,018 -3%
KP
9
Kiltearn Partners
United Kingdom
$143M -$8.78M -68,194 -5%
AI
10
Ariel Investments
Illinois
$129M +$22.2M +172,726 +18%
LAM
11
Lyrical Asset Management
New York
$105M +$461K +3,579 +0.4%
SCM
12
Spyglass Capital Management
California
$89.2M -$44.2M -343,362 -31%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$88.4M +$994K +7,726 +1%
JP Morgan Chase
14
JP Morgan Chase
New York
$80.7M +$6.84M +53,161 +8%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$58.4M -$3.28M -25,497 -5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$50.4M -$1.98M -15,378 -3%
Victory Capital Management
17
Victory Capital Management
Texas
$42.3M +$118K +914 +0.3%
Northern Trust
18
Northern Trust
Illinois
$42.1M -$2.95M -22,914 -6%
Norges Bank
19
Norges Bank
Norway
$41M -$681K -5,295 -1%
Charles Schwab
20
Charles Schwab
California
$39.6M -$2.11M -16,391 -5%
JVBC
21
J.V. Bruni & Co
Colorado
$36.7M +$71K +552 +0.2%
Amundi
22
Amundi
France
$30.7M -$11.5M -89,642 -25%
Goldman Sachs
23
Goldman Sachs
New York
$30.6M +$4.02M +31,235 +14%
JAM
24
Jupiter Asset Management
United Kingdom
$28M -$14.5M -112,917 -32%
Morgan Stanley
25
Morgan Stanley
New York
$27.6M +$26.4M +205,123 +657%

AMG Hedge Fund Activity: Q2 2022 in Review

309 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2022, worth a combined $4.31B — down 18% from $5.28B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of AMG and 30 opened new positions — a net loss of 19 holders — while 127 trimmed existing stakes and 101 added.

The largest buyer was Clarkston Capital Partners, adding an estimated $45.4M. The largest seller was Spyglass Capital Management, cutting an estimated $44.2M.

  • 309 institutional investors held Affiliated Managers Group (AMG) as of Q2 2022, down from 334 in Q1 2022.
  • Funds reported $4.31B of Affiliated Managers Group stock for Q2 2022, down 18% quarter-over-quarter.
  • 30 funds opened new Affiliated Managers Group positions in Q2 2022 and 49 closed out, a net change of -19 holders.
  • The largest Affiliated Managers Group buyer in Q2 2022 was Clarkston Capital Partners, an estimated $45.4M added.
  • The largest Affiliated Managers Group seller in Q2 2022 was Spyglass Capital Management, an estimated $44.2M sold.

Based on aggregated 13F filings for Q2 2022.