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Affiliated Managers Group
AMG

Overview Fund Activity

400 hedge funds and large institutions have $5.09B invested in Affiliated Managers Group in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 118 increasing their positions, 151 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+19
Holders Change %
+4.99%
% of All Funds
5.8%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
60
Increased
118
Reduced
151
Closed
35
Calls
$4.15M
Puts
$2.53M
Net Calls
+$1.62M
Net Calls Change
+$6.17M

Top Buyers

1
Invesco
Invesco
Georgia
$87.4M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$41.1M
3
BCM
Basswood Capital Management
New York
$15.2M
4
AI
Ariel Investments
Illinois
$222M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
$13.5M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$418M
2
CCP
Clarkston Capital Partners
Michigan
$314M
3
Millennium Management
Millennium Management
New York
$16.2M
4
Citadel Advisors
Citadel Advisors
Florida
$36.7M
5
KP
Kiltearn Partners
United Kingdom
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$602M -$12.3M -73,363 -2%
BlackRock
2
BlackRock
New York
$542M -$12.5M -74,878 -2%
Morgan Stanley
3
Morgan Stanley
New York
$418M -$449M -2,679,285 -52%
CCP
4
Clarkston Capital Partners
Michigan
$314M -$58.9M -351,523 -16%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$281M +$833K +4,977 +0.3%
AI
6
Ariel Investments
Illinois
$222M +$14.1M +84,313 +7%
State Street
7
State Street
Massachusetts
$177M +$3.45M +20,584 +2%
SAM
8
Southeastern Asset Management
Tennessee
$140M -$7.45M -44,497 -5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$133M +$4.18M +24,960 +3%
LAM
10
Lyrical Asset Management
New York
$117M +$3.16M +18,843 +3%
KP
11
Kiltearn Partners
United Kingdom
$112M -$21.3M -128,600 -16%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$93M -$6.63M -39,571 -7%
Invesco
13
Invesco
Georgia
$87.4M +$33.5M +200,033 +62%
Allianz Asset Management
14
Allianz Asset Management
Germany
$83.1M -$2.66M -15,885 -3%
CCM
15
Channing Capital Management
Illinois
$72.6M -$6.89M -41,156 -9%
Norges Bank
16
Norges Bank
Norway
$68.2M -$5.03M -30,050 -7%
Charles Schwab
17
Charles Schwab
California
$59.9M +$1.24M +7,388 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$58.3M -$6.87M -41,027 -11%
LCP
19
LGT Capital Partners
Switzerland
$58M -$7.87M -47,000 -12%
SCM
20
Spyglass Capital Management
California
$55.1M -$2.24M -13,395 -4%
JVBC
21
J.V. Bruni & Co
Colorado
$51.7M -$586K -3,500 -1%
Northern Trust
22
Northern Trust
Illinois
$50.9M +$888K +5,300 +2%
Marshall Wace
23
Marshall Wace
United Kingdom
$47.9M -$8.78M -52,401 -15%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$41.1M +$18.5M +110,616 +82%
LSV Asset Management
25
LSV Asset Management
Illinois
$39.9M +$3.93M +23,454 +11%
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