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Affiliated Managers Group

366 hedge funds and large institutions have $5.38B invested in Affiliated Managers Group in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 122 increasing their positions, 117 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 32

33% more capital invested

Capital invested by funds: $4.05B → $5.38B (+$1.34B)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

11% more funds holding

Funds holding: 329366 (+37)

9% more call options, than puts

Call options by funds: $9.93M | Put options by funds: $9.11M

4% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 117

2.06% less ownership

Funds ownership: 94.94%92.88% (-2.1%)

Holders
366
Holders Change
+37
Holders Change %
+11.25%
% of All Funds
5.88%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
73
Increased
122
Reduced
117
Closed
32
Calls
$9.93M
Puts
$9.11M
Net Calls
+$823K
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$614M +$11.8M +83,743 +2%
BlackRock
2
BlackRock
New York
$555M +$13.3M +93,673 +3%
EIG
3
EdgePoint Investment Group
Ontario, Canada
$489M -$163M -1,148,824 -27%
Morgan Stanley
4
Morgan Stanley
New York
$439M +$353M +2,497,690 +907%
CCP
5
Clarkston Capital Partners
Michigan
$354M +$22.6M +159,710 +8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$248M -$247K -1,746 -0.1%
State Street
7
State Street
Massachusetts
$199M -$1.91M -13,530 -1%
AI
8
Ariel Investments
Illinois
$179M -$2.4M -16,947 -1%
SAM
9
Southeastern Asset Management
Tennessee
$148M -$97.1M -686,331 -42%
KP
10
Kiltearn Partners
United Kingdom
$134M -$51.9M -366,622 -30%
LAM
11
Lyrical Asset Management
New York
$89.4M -$2.96M -20,932 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$80.4M +$2.14M +15,141 +3%
Norges Bank
13
Norges Bank
Norway
$74.9M +$16M +113,338 +32%
Citadel Advisors
14
Citadel Advisors
Florida
$73.8M +$11.4M +80,786 +21%
SCM
15
Spyglass Capital Management
California
$66.5M -$19.8M -139,690 -25%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$64.4M -$988K -6,985 -2%
Millennium Management
17
Millennium Management
New York
$63.3M +$14M +98,723 +33%
Northern Trust
18
Northern Trust
Illinois
$58.1M +$2.08M +14,707 +4%
Charles Schwab
19
Charles Schwab
California
$56.6M +$1.07M +7,567 +2%
JVBC
20
J.V. Bruni & Co
Colorado
$50M +$143K +1,012 +0.3%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$41.4M +$36.9M +261,136 New
RJA
22
Raymond James & Associates
Florida
$40.2M +$13.5M +95,362 +60%
LCP
23
LGT Capital Partners
Switzerland
$37.9M -$13.9M -98,435 -29%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$34.1M +$18.8M +132,562 +160%
Goldman Sachs
25
Goldman Sachs
New York
$33M -$3.21M -22,670 -10%

AMG Hedge Fund Activity: Q4 2022 in Review

366 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2022, worth a combined $5.38B — up 33% from $4.05B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AMG positions and 32 closed out — a net gain of 41 holders — while 122 added to existing stakes and 117 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $353M. The largest seller was EdgePoint Investment Group, cutting an estimated $163M.

  • 366 institutional investors held Affiliated Managers Group (AMG) as of Q4 2022, up from 329 in Q3 2022.
  • Funds reported $5.38B of Affiliated Managers Group stock for Q4 2022, up 33% quarter-over-quarter.
  • 73 funds opened new Affiliated Managers Group positions in Q4 2022 and 32 closed out, a net change of +41 holders.
  • The largest Affiliated Managers Group buyer in Q4 2022 was Morgan Stanley, an estimated $353M added.
  • The largest Affiliated Managers Group seller in Q4 2022 was EdgePoint Investment Group, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2022.