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Affiliated Managers Group
AMG

Overview Fund Activity

355 hedge funds and large institutions have $4.15B invested in Affiliated Managers Group in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 119 increasing their positions, 152 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
355
Holders Change
-23
Holders Change %
-6.08%
% of All Funds
5.66%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
31
Increased
119
Reduced
152
Closed
51
Calls
$2.14M
Puts
$2.57M
Net Calls
-$431K
Net Calls Change
-$1.71M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$56.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$36.7M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$54.6M
4
AI
4
Ariel Investments
Illinois
$155M
5
Invesco
5
Invesco
Georgia
$34.4M

Top Sellers

1
EIG
1
EdgePoint Investment Group
Ontario, Canada
$239M
2
Comerica Bank
2
Comerica Bank
Texas
$2.01M
3
JCM
3
Junto Capital Management
New York
$0
4
Lazard Asset Management
4
Lazard Asset Management
New York
$610K
5
Man Group
5
Man Group
United Kingdom
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$496M -$2.52M -19,354 -0.5%
BlackRock
2
BlackRock
New York
$439M -$917K -7,039 -0.2%
Morgan Stanley
3
Morgan Stanley
New York
$323M +$5.36M +41,120 +2%
CCP
4
Clarkston Capital Partners
Michigan
$293M -$2.45M -18,768 -0.8%
EIG
5
EdgePoint Investment Group
Ontario, Canada
$239M -$106M -811,453 -31%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$206M -$14.1M -107,798 -6%
State Street
7
State Street
Massachusetts
$164M -$145K -1,110 -0.1%
AI
8
Ariel Investments
Illinois
$155M +$15.8M +120,977 +11%
SAM
9
Southeastern Asset Management
Tennessee
$118M -$1.69M -12,996 -1%
KP
10
Kiltearn Partners
United Kingdom
$110M +$4.5M +34,500 +4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$99.7M -$5.63M -43,169 -5%
LAM
12
Lyrical Asset Management
New York
$89.3M -$4.17M -31,991 -4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$77.5M +$525K +4,028 +0.7%
Millennium Management
14
Millennium Management
New York
$56.9M +$45.9M +352,364 +420%
Allianz Asset Management
15
Allianz Asset Management
Germany
$54.6M +$21.7M +166,274 +66%
Norges Bank
16
Norges Bank
Norway
$49.8M -$2.68M -20,559 -5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$49.5M -$2.45M -18,824 -5%
SCM
18
Spyglass Capital Management
California
$47.9M -$236K -1,807 -0.5%
Charles Schwab
19
Charles Schwab
California
$45.2M +$368K +2,824 +0.8%
JVBC
20
J.V. Bruni & Co
Colorado
$41M +$91.9K +705 +0.2%
Northern Trust
21
Northern Trust
Illinois
$40.2M -$9.77M -74,940 -20%
LCP
22
LGT Capital Partners
Switzerland
$40M +$4.48M +34,405 +13%
Citadel Advisors
23
Citadel Advisors
Florida
$36.7M +$36.4M +279,373 +11,343%
Invesco
24
Invesco
Georgia
$34.4M +$13.6M +104,507 +66%
RJA
25
Raymond James & Associates
Florida
$32.5M -$365K -2,799 -1%
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