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Affiliated Managers Group
AMG

Overview Fund Activity

417 hedge funds and large institutions have $4.96B invested in Affiliated Managers Group in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 148 increasing their positions, 141 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
417
Holders Change
+14
Holders Change %
+3.47%
% of All Funds
6.03%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
59
Increased
148
Reduced
141
Closed
42
Calls
$1.94M
Puts
$4.78M
Net Calls
-$2.84M
Net Calls Change
+$1.27M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$421M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$99.3M
3
GLA
3
Great Lakes Advisors
Illinois
$20.2M
4
Boston Partners
4
Boston Partners
Massachusetts
$144M
5
GF
5
Goodman Financial
Texas
$14M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$40.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$565M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
BlackRock
4
BlackRock
New York
$519M
5
KP
5
Kiltearn Partners
United Kingdom
$82.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$565M -$52.1M -293,028 -8%
BlackRock
2
BlackRock
New York
$519M -$28.8M -161,813 -5%
Morgan Stanley
3
Morgan Stanley
New York
$421M +$27.2M +152,796 +7%
CCP
4
Clarkston Capital Partners
Michigan
$316M -$9.45M -53,137 -3%
AI
5
Ariel Investments
Illinois
$258M +$1.66M +9,344 +0.6%
State Street
6
State Street
Massachusetts
$180M -$3.37M -18,931 -2%
Boston Partners
7
Boston Partners
Massachusetts
$144M +$15.9M +89,646 +12%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$139M -$7.84M -44,072 -5%
SAM
9
Southeastern Asset Management
Tennessee
$129M -$12.5M -70,420 -9%
LAM
10
Lyrical Asset Management
New York
$111M -$7.89M -44,403 -7%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$99.3M +$25.5M +143,494 +35%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$93.6M -$2.96M -16,634 -3%
CCM
13
Channing Capital Management
Illinois
$86.8M +$7.26M +40,809 +9%
KP
14
Kiltearn Partners
United Kingdom
$82.6M -$15.9M -89,500 -16%
Citadel Advisors
15
Citadel Advisors
Florida
$75.2M -$5.53M -31,115 -7%
Allianz Asset Management
16
Allianz Asset Management
Germany
$63M -$2.12M -11,925 -3%
Charles Schwab
17
Charles Schwab
California
$58.5M -$2.53M -14,221 -4%
Northern Trust
18
Northern Trust
Illinois
$57.4M +$1.04M +5,829 +2%
LCP
19
LGT Capital Partners
Switzerland
$56.5M -$2.22M -12,500 -4%
JVBC
20
J.V. Bruni & Co
Colorado
$53.9M -$803K -4,516 -1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$52.2M -$8.46M -47,609 -14%
Invesco
22
Invesco
Georgia
$45.9M +$8.82M +49,601 +24%
LSV Asset Management
23
LSV Asset Management
Illinois
$42.1M -$676K -3,800 -2%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$40.4M -$55.4M -311,618 -58%
Bank of America
25
Bank of America
North Carolina
$34.3M +$4.56M +25,651 +15%
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