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Affiliated Managers Group
AMG

Overview Fund Activity

381 hedge funds and large institutions have $5.16B invested in Affiliated Managers Group in 2023 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 130 increasing their positions, 126 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
381
Holders Change
+26
Holders Change %
+7.32%
% of All Funds
5.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
67
Increased
130
Reduced
126
Closed
35
Calls
$4.09M
Puts
$8.63M
Net Calls
-$4.54M
Net Calls Change
-$4.11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$783M
2
CCM
2
Channing Capital Management
Illinois
$71.9M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$51.3M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$24.4M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$19.7M

Top Sellers

1
EIG
1
EdgePoint Investment Group
Ontario, Canada
$0
2
State Street
2
State Street
Massachusetts
$157M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$555M
4
Millennium Management
4
Millennium Management
New York
$46.3M
5
PCM
5
Prana Capital Management
Connecticut
$11.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$783M +$409M +2,699,109 +109%
Vanguard Group
2
Vanguard Group
Pennsylvania
$555M -$20.4M -134,592 -4%
BlackRock
3
BlackRock
New York
$501M -$8.32M -54,974 -2%
CCP
4
Clarkston Capital Partners
Michigan
$338M -$3.26M -21,552 -1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$253M +$13.3M +88,098 +6%
AI
6
Ariel Investments
Illinois
$188M +$8.26M +54,550 +5%
State Street
7
State Street
Massachusetts
$157M -$34.3M -226,748 -18%
SAM
8
Southeastern Asset Management
Tennessee
$134M -$3.89M -25,664 -3%
KP
9
Kiltearn Partners
United Kingdom
$122M -$6.31M -41,700 -5%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$117M +$949K +6,265 +0.8%
LAM
11
Lyrical Asset Management
New York
$103M -$899K -5,937 -0.9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$90.1M +$38.5K +254 +0%
Allianz Asset Management
13
Allianz Asset Management
Germany
$77.5M +$14.1M +92,913 +22%
CCM
14
Channing Capital Management
Illinois
$71.9M +$62.7M +414,389 +689%
Norges Bank
15
Norges Bank
Norway
$66.2M +$8.38M +55,351 +14%
LCP
16
LGT Capital Partners
Switzerland
$59.6M +$13.1M +86,670 +28%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$58.9M +$1.46M +9,673 +3%
Citadel Advisors
18
Citadel Advisors
Florida
$54.8M +$12.1M +79,999 +28%
Charles Schwab
19
Charles Schwab
California
$53.1M +$508K +3,357 +1%
SCM
20
Spyglass Capital Management
California
$51.8M -$3.86M -25,511 -7%
Marshall Wace
21
Marshall Wace
United Kingdom
$51.3M +$51.3M +338,649 New
Invesco
22
Invesco
Georgia
$48.8M +$8.84M +58,386 +22%
JVBC
23
J.V. Bruni & Co
Colorado
$47.3M -$304K -2,007 -0.6%
Millennium Management
24
Millennium Management
New York
$46.3M -$19.8M -130,439 -30%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$45.6M +$14.4M +95,291 +46%
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