We are live on ! Find out more
AMG icon

Affiliated Managers Group

380 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, 112 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $3.48M | Put options by funds: $2.2M

1% more capital invested

Capital invested by funds: $4.92B → $4.94B (+$24.7M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 42

2% less funds holding

Funds holding: 386380 (-6)

5.42% less ownership

Funds ownership: 98.11%92.7% (-5.4%)

34% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 170

Holders
380
Holders Change
-6
Holders Change %
-1.55%
% of All Funds
5.97%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
38
Increased
112
Reduced
170
Closed
42
Calls
$3.48M
Puts
$2.2M
Net Calls
+$1.27M
Net Calls Change
-$334K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$573M +$660K +4,609 +0.1%
BlackRock
2
BlackRock
New York
$505M -$17.9M -124,796 -4%
EIG
3
EdgePoint Investment Group
Ontario, Canada
$396M -$34.1M -238,162 -8%
Morgan Stanley
4
Morgan Stanley
New York
$365M -$46M -321,430 -12%
CCP
5
Clarkston Capital Partners
Michigan
$340M +$250K +1,747 +0.1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$253M -$424K -2,961 -0.2%
State Street
7
State Street
Massachusetts
$189M -$4.06M -28,367 -2%
AI
8
Ariel Investments
Illinois
$160M -$3.58M -24,991 -2%
SAM
9
Southeastern Asset Management
Tennessee
$138M -$333K -2,323 -0.3%
KP
10
Kiltearn Partners
United Kingdom
$122M -$3.49M -24,400 -3%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$121M +$2.31M +16,118 +2%
LAM
12
Lyrical Asset Management
New York
$107M -$7.39M -51,594 -7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$88.6M +$8.83M +61,674 +12%
Norges Bank
14
Norges Bank
Norway
$60.3M +$43.1M +301,210 +297%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$59.7M -$1.24M -8,658 -2%
Northern Trust
16
Northern Trust
Illinois
$57.5M +$1.64M +11,475 +3%
SCM
17
Spyglass Capital Management
California
$55.4M -$4.48M -31,307 -8%
Charles Schwab
18
Charles Schwab
California
$51.6M -$1.82M -12,710 -4%
JVBC
19
J.V. Bruni & Co
Colorado
$47M -$37.9K -265 -0.1%
LCP
20
LGT Capital Partners
Switzerland
$40.8M -$7.01M -48,950 -15%
Allianz Asset Management
21
Allianz Asset Management
Germany
$37.9M +$6.19M +43,251 +21%
RJA
22
Raymond James & Associates
Florida
$37.8M +$1.07M +7,470 +3%
JCM
23
Junto Capital Management
New York
$37M +$6.69M +46,703 +23%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$31.2M -$7.94M -55,496 -21%
PCM
25
Prana Capital Management
Connecticut
$30.8M +$8.81M +61,547 +43%

AMG Hedge Fund Activity: Q2 2023 in Review

380 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2023, worth a combined $4.94B — up 0.5% from $4.92B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of AMG and 38 opened new positions — a net loss of 4 holders — while 170 trimmed existing stakes and 112 added.

The largest buyer was Norges Bank, adding an estimated $43.1M. The largest seller was Envestnet Asset Management, cutting an estimated $105M.

  • 380 institutional investors held Affiliated Managers Group (AMG) as of Q2 2023, down from 386 in Q1 2023.
  • Funds reported $4.94B of Affiliated Managers Group stock for Q2 2023, up 0.5% quarter-over-quarter.
  • 38 funds opened new Affiliated Managers Group positions in Q2 2023 and 42 closed out, a net change of -4 holders.
  • The largest Affiliated Managers Group buyer in Q2 2023 was Norges Bank, an estimated $43.1M added.
  • The largest Affiliated Managers Group seller in Q2 2023 was Envestnet Asset Management, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2023.