We are live on ! Find out more
AMG icon

Affiliated Managers Group

329 hedge funds and large institutions have $4.05B invested in Affiliated Managers Group in 2022 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 114 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 24

6% more funds holding

Funds holding: 309329 (+20)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.82% less ownership

Funds ownership: 95.76%94.94% (-0.82%)

6% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 114

6% less capital invested

Capital invested by funds: $4.31B → $4.05B (-$260M)

38% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $1.96M

Holders
329
Holders Change
+20
Holders Change %
+6.47%
% of All Funds
5.67%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
46
Increased
107
Reduced
114
Closed
24
Calls
$1.21M
Puts
$1.96M
Net Calls
-$748K
Net Calls Change
-$841K
Name Holding Trade Value Shares
Change
Change in
Stake
EIG
1
EdgePoint Investment Group
Ontario, Canada
$474M -$88.7M -706,714 -14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$424M +$5.45M +43,391 +1%
BlackRock
3
BlackRock
New York
$382M +$4.13M +32,947 +1%
ACM
4
Atlanta Capital Management
Georgia
$273M +$1.27M +10,116 +0.4%
CCP
5
Clarkston Capital Partners
Michigan
$232M +$6.17M +49,201 +2%
SAM
6
Southeastern Asset Management
Tennessee
$181M -$16.9M -134,723 -8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$175M -$2.36M -18,809 -1%
State Street
8
State Street
Massachusetts
$142M -$4.61M -36,724 -3%
KP
9
Kiltearn Partners
United Kingdom
$136M -$1.89M -15,100 -1%
AI
10
Ariel Investments
Illinois
$128M +$4.43M +35,304 +3%
LAM
11
Lyrical Asset Management
New York
$91.7M -$10.6M -84,530 -9%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$86.9M +$2.32M +18,467 +2%
SCM
13
Spyglass Capital Management
California
$62.5M -$25.8M -205,959 -27%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$55.1M -$1.01M -8,066 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$46.2M -$2.39M -19,069 -4%
Citadel Advisors
16
Citadel Advisors
Florida
$43M +$21M +167,315 +77%
Victory Capital Management
17
Victory Capital Management
Texas
$40.7M +$55K +438 +0.1%
Norges Bank
18
Norges Bank
Norway
$40.2M +$1.02M +8,128 +2%
Northern Trust
19
Northern Trust
Illinois
$39.3M -$1.2M -9,527 -3%
Charles Schwab
20
Charles Schwab
California
$39.1M +$1.23M +9,839 +3%
LCP
21
LGT Capital Partners
Switzerland
$37.8M +$13.1M +104,330 +45%
JVBC
22
J.V. Bruni & Co
Colorado
$35.2M +$24.5K +195 +0.1%
Millennium Management
23
Millennium Management
New York
$33.7M +$26.4M +210,063 +231%
Morgan Stanley
24
Morgan Stanley
New York
$30.8M +$4.88M +38,916 +16%
Goldman Sachs
25
Goldman Sachs
New York
$25.8M -$3.96M -31,523 -12%

AMG Hedge Fund Activity: Q3 2022 in Review

329 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2022, worth a combined $4.05B — down 6% from $4.31B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new AMG positions and 24 closed out — a net gain of 22 holders — while 107 added to existing stakes and 114 trimmed.

The largest buyer was Millennium Management, adding an estimated $26.4M. The largest seller was EdgePoint Investment Group, cutting an estimated $88.7M.

  • 329 institutional investors held Affiliated Managers Group (AMG) as of Q3 2022, up from 309 in Q2 2022.
  • Funds reported $4.05B of Affiliated Managers Group stock for Q3 2022, down 6% quarter-over-quarter.
  • 46 funds opened new Affiliated Managers Group positions in Q3 2022 and 24 closed out, a net change of +22 holders.
  • The largest Affiliated Managers Group buyer in Q3 2022 was Millennium Management, an estimated $26.4M added.
  • The largest Affiliated Managers Group seller in Q3 2022 was EdgePoint Investment Group, an estimated $88.7M sold.

Based on aggregated 13F filings for Q3 2022.