Affiliated Managers Group
386 hedge funds and large institutions have $4.92B invested in Affiliated Managers Group in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 130 increasing their positions, 138 reducing their positions, and 42 closing their positions.
57% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 42
34% more call options, than puts
Call options by funds: $6.39M | Put options by funds: $4.79M
5% more funds holding
Funds holding: 366 → 386 (+20)
5.24% more ownership
Funds ownership: 92.88% → 98.11% (+5.2%)
6% less repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 138
9% less capital invested
Capital invested by funds: $5.38B → $4.92B (-$463M)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$117M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$32.6M |
| 3 |
JCM
Junto Capital Management
New York
|
+$31.6M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$25.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$58.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$56.4M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$41.4M |
| 4 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$32.7M |
| 5 |
Millennium Management
New York
|
-$25.4M |
AMG Hedge Fund Activity: Q1 2023 in Review
386 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2023, worth a combined $4.92B — down 8.6% from $5.38B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new AMG positions and 42 closed out — a net gain of 24 holders — while 130 added to existing stakes and 138 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $117M. The largest seller was Norges Bank, cutting an estimated $58.7M.
- 386 institutional investors held Affiliated Managers Group (AMG) as of Q1 2023, up from 366 in Q4 2022.
- Funds reported $4.92B of Affiliated Managers Group stock for Q1 2023, down 8.6% quarter-over-quarter.
- 66 funds opened new Affiliated Managers Group positions in Q1 2023 and 42 closed out, a net change of +24 holders.
- The largest Affiliated Managers Group buyer in Q1 2023 was Envestnet Asset Management, an estimated $117M added.
- The largest Affiliated Managers Group seller in Q1 2023 was Norges Bank, an estimated $58.7M sold.
Based on aggregated 13F filings for Q1 2023.