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Affiliated Managers Group

405 hedge funds and large institutions have $4.57B invested in Affiliated Managers Group in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 126 increasing their positions, 160 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 48

0% more funds holding

Funds holding: 403405 (+2)

1.09% less ownership

Funds ownership: 92.94%91.85% (-1.1%)

10% less capital invested

Capital invested by funds: $5.1B → $4.57B (-$529M)

21% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 160

77% less call options, than puts

Call options by funds: $1.2M | Put options by funds: $5.3M

Holders
405
Holders Change
+2
Holders Change %
+0.5%
% of All Funds
5.85%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
57
Increased
126
Reduced
160
Closed
48
Calls
$1.2M
Puts
$5.3M
Net Calls
-$4.1M
Net Calls Change
-$5.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$543M -$19.3M -121,152 -3%
BlackRock
2
BlackRock
New York
$481M -$24.8M -155,932 -5%
Morgan Stanley
3
Morgan Stanley
New York
$346M -$44.5M -279,684 -11%
CCP
4
Clarkston Capital Partners
Michigan
$286M -$7.81M -49,070 -3%
AI
5
Ariel Investments
Illinois
$225M +$18.4M +115,808 +9%
State Street
6
State Street
Massachusetts
$161M -$3.8M -23,875 -2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$129M +$4.79M +30,059 +4%
SAM
8
Southeastern Asset Management
Tennessee
$124M -$6.79M -42,629 -5%
Boston Partners
9
Boston Partners
Massachusetts
$113M +$115M +720,788 New
LAM
10
Lyrical Asset Management
New York
$105M -$4.49M -28,207 -4%
KP
11
Kiltearn Partners
United Kingdom
$86.6M -$19.3M -121,200 -18%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$84.8M -$2.04M -12,839 -2%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$84.2M -$181M -1,136,301 -68%
Citadel Advisors
14
Citadel Advisors
Florida
$70.9M +$37.4M +234,850 +107%
CCM
15
Channing Capital Management
Illinois
$69.9M +$2.19M +13,731 +3%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$64.8M +$66M +414,721 New
Norges Bank
17
Norges Bank
Norway
$60.2M -$3.49M -21,900 -5%
Allianz Asset Management
18
Allianz Asset Management
Germany
$57.3M -$20.6M -129,558 -26%
Charles Schwab
19
Charles Schwab
California
$53.6M -$2.34M -14,709 -4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$53.3M -$1.07M -6,751 -2%
LCP
21
LGT Capital Partners
Switzerland
$51.6M -$2.53M -15,900 -5%
Northern Trust
22
Northern Trust
Illinois
$49.5M +$2.05M +12,852 +4%
JVBC
23
J.V. Bruni & Co
Colorado
$48M -$216K -1,357 -0.4%
LSV Asset Management
24
LSV Asset Management
Illinois
$37.6M +$318K +2,000 +0.8%
RJA
25
Raymond James & Associates
Florida
$36.7M +$3.27M +20,514 +10%

AMG Hedge Fund Activity: Q2 2024 in Review

405 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q2 2024, worth a combined $4.57B — down 10% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new AMG positions and 48 closed out — a net gain of 9 holders — while 126 added to existing stakes and 160 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $115M. The largest seller was Fidelity Investments, cutting an estimated $181M.

  • 405 institutional investors held Affiliated Managers Group (AMG) as of Q2 2024, up from 403 in Q1 2024.
  • Funds reported $4.57B of Affiliated Managers Group stock for Q2 2024, down 10% quarter-over-quarter.
  • 57 funds opened new Affiliated Managers Group positions in Q2 2024 and 48 closed out, a net change of +9 holders.
  • The largest Affiliated Managers Group buyer in Q2 2024 was Boston Partners, an estimated $115M added.
  • The largest Affiliated Managers Group seller in Q2 2024 was Fidelity Investments, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2024.