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Affiliated Managers Group

403 hedge funds and large institutions have $5.1B invested in Affiliated Managers Group in 2024 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 119 increasing their positions, 151 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 35

64% more call options, than puts

Call options by funds: $4.15M | Put options by funds: $2.53M

5% more funds holding

Funds holding: 383403 (+20)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $5.16B → $5.1B (-$63.4M)

7.94% less ownership

Funds ownership: 100.87%92.94% (-7.9%)

21% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 151

Holders
403
Holders Change
+20
Holders Change %
+5.22%
% of All Funds
5.81%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
61
Increased
119
Reduced
151
Closed
35
Calls
$4.15M
Puts
$2.53M
Net Calls
+$1.62M
Net Calls Change
+$6.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$602M -$11.4M -73,363 -2%
BlackRock
2
BlackRock
New York
$542M -$11.6M -74,878 -2%
Morgan Stanley
3
Morgan Stanley
New York
$418M -$417M -2,679,285 -52%
CCP
4
Clarkston Capital Partners
Michigan
$314M -$54.6M -351,523 -16%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$281M +$774K +4,977 +0.3%
AI
6
Ariel Investments
Illinois
$222M +$13.1M +84,313 +7%
State Street
7
State Street
Massachusetts
$177M +$3.2M +20,584 +2%
SAM
8
Southeastern Asset Management
Tennessee
$140M -$6.92M -44,497 -5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$133M +$3.88M +24,960 +3%
LAM
10
Lyrical Asset Management
New York
$117M +$2.93M +18,843 +3%
KP
11
Kiltearn Partners
United Kingdom
$112M -$20M -128,600 -16%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$93M -$6.15M -39,571 -7%
Invesco
13
Invesco
Georgia
$87.4M +$31.1M +200,033 +62%
Allianz Asset Management
14
Allianz Asset Management
Germany
$83.1M -$2.47M -15,885 -3%
CCM
15
Channing Capital Management
Illinois
$72.6M -$6.4M -41,156 -9%
Norges Bank
16
Norges Bank
Norway
$68.2M -$4.67M -30,050 -7%
Charles Schwab
17
Charles Schwab
California
$59.9M +$1.15M +7,388 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$58.3M -$6.38M -41,027 -11%
LCP
19
LGT Capital Partners
Switzerland
$58M -$7.31M -47,000 -12%
SCM
20
Spyglass Capital Management
California
$55.1M -$2.08M -13,395 -4%
JVBC
21
J.V. Bruni & Co
Colorado
$51.7M -$544K -3,500 -1%
Northern Trust
22
Northern Trust
Illinois
$50.9M +$824K +5,300 +2%
Marshall Wace
23
Marshall Wace
United Kingdom
$47.9M -$8.15M -52,401 -15%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$41.1M +$17.2M +110,616 +82%
LSV Asset Management
25
LSV Asset Management
Illinois
$39.9M +$3.65M +23,454 +11%

AMG Hedge Fund Activity: Q1 2024 in Review

403 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q1 2024, worth a combined $5.1B — down 1.2% from $5.16B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AMG positions and 35 closed out — a net gain of 26 holders — while 119 added to existing stakes and 151 trimmed.

The largest buyer was Invesco, adding an estimated $31.1M. The largest seller was Morgan Stanley, cutting an estimated $417M.

  • 403 institutional investors held Affiliated Managers Group (AMG) as of Q1 2024, up from 383 in Q4 2023.
  • Funds reported $5.1B of Affiliated Managers Group stock for Q1 2024, down 1.2% quarter-over-quarter.
  • 61 funds opened new Affiliated Managers Group positions in Q1 2024 and 35 closed out, a net change of +26 holders.
  • The largest Affiliated Managers Group buyer in Q1 2024 was Invesco, an estimated $31.1M added.
  • The largest Affiliated Managers Group seller in Q1 2024 was Morgan Stanley, an estimated $417M sold.

Based on aggregated 13F filings for Q1 2024.