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Affiliated Managers Group
AMG

Overview Fund Activity

378 hedge funds and large institutions have $4.94B invested in Affiliated Managers Group in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 170 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-5
Holders Change %
-1.31%
% of All Funds
5.96%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
38
Increased
111
Reduced
170
Closed
41
Calls
$3.48M
Puts
$2.2M
Net Calls
+$1.28M
Net Calls Change
-$334K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$60.3M
2
Man Group
2
Man Group
United Kingdom
$15.6M
3
Invesco
3
Invesco
Georgia
$23.9M
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$88.6M
5
PCM
5
Prana Capital Management
Connecticut
$30.8M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.85M
2
Morgan Stanley
2
Morgan Stanley
New York
$365M
3
EIG
3
EdgePoint Investment Group
Ontario, Canada
$396M
4
Deutsche Bank
4
Deutsche Bank
Germany
$12M
5
Millennium Management
5
Millennium Management
New York
$12.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$573M +$691K +4,609 +0.1%
BlackRock
2
BlackRock
New York
$505M -$18.7M -124,796 -4%
EIG
3
EdgePoint Investment Group
Ontario, Canada
$396M -$35.7M -238,162 -8%
Morgan Stanley
4
Morgan Stanley
New York
$365M -$48.2M -321,430 -12%
CCP
5
Clarkston Capital Partners
Michigan
$340M +$262K +1,747 +0.1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$253M -$444K -2,961 -0.2%
State Street
7
State Street
Massachusetts
$189M -$4.25M -28,367 -2%
AI
8
Ariel Investments
Illinois
$160M -$3.75M -24,991 -2%
SAM
9
Southeastern Asset Management
Tennessee
$138M -$348K -2,323 -0.3%
KP
10
Kiltearn Partners
United Kingdom
$122M -$3.66M -24,400 -3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$121M +$2.42M +16,118 +2%
LAM
12
Lyrical Asset Management
New York
$107M -$7.73M -51,594 -7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$88.6M +$9.24M +61,674 +12%
Norges Bank
14
Norges Bank
Norway
$60.3M +$45.1M +301,210 +297%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$59.7M -$1.3M -8,658 -2%
Northern Trust
16
Northern Trust
Illinois
$57.5M +$1.72M +11,475 +3%
SCM
17
Spyglass Capital Management
California
$55.4M -$4.69M -31,307 -8%
Charles Schwab
18
Charles Schwab
California
$51.6M -$1.91M -12,710 -4%
JVBC
19
J.V. Bruni & Co
Colorado
$47M -$39.7K -265 -0.1%
LCP
20
LGT Capital Partners
Switzerland
$40.8M -$7.34M -48,950 -15%
Allianz Asset Management
21
Allianz Asset Management
Germany
$37.9M +$6.48M +43,251 +21%
RJA
22
Raymond James & Associates
Florida
$37.8M +$1.12M +7,470 +3%
JCM
23
Junto Capital Management
New York
$37M +$7M +46,703 +23%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$31.2M -$8.32M -55,496 -21%
PCM
25
Prana Capital Management
Connecticut
$30.8M +$9.23M +61,547 +43%
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