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Affiliated Managers Group

421 hedge funds and large institutions have $5.04B invested in Affiliated Managers Group in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 143 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 40

10% more capital invested

Capital invested by funds: $4.57B → $5.04B (+$469M)

4% more funds holding

Funds holding: 405421 (+16)

3.25% more ownership

Funds ownership: 91.85%95.1% (+3.2%)

5% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 143

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

59% less call options, than puts

Call options by funds: $1.94M | Put options by funds: $4.78M

Holders
421
Holders Change
+16
Holders Change %
+3.95%
% of All Funds
6.05%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
59
Increased
150
Reduced
143
Closed
40
Calls
$1.94M
Puts
$4.78M
Net Calls
-$2.84M
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$565M -$49.8M -293,028 -8%
BlackRock
2
BlackRock
New York
$519M -$27.5M -161,813 -5%
Morgan Stanley
3
Morgan Stanley
New York
$421M +$26M +152,796 +7%
CCP
4
Clarkston Capital Partners
Michigan
$316M -$9.03M -53,137 -3%
AI
5
Ariel Investments
Illinois
$258M +$1.59M +9,344 +0.6%
State Street
6
State Street
Massachusetts
$180M -$3.22M -18,931 -2%
Boston Partners
7
Boston Partners
Massachusetts
$144M +$15.2M +89,646 +12%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$139M -$7.49M -44,072 -5%
SAM
9
Southeastern Asset Management
Tennessee
$129M -$12M -70,420 -9%
LAM
10
Lyrical Asset Management
New York
$111M -$7.54M -44,403 -7%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$99.3M +$24.4M +143,494 +35%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$93.6M -$2.83M -16,634 -3%
CCM
13
Channing Capital Management
Illinois
$86.8M +$6.93M +40,809 +9%
KP
14
Kiltearn Partners
United Kingdom
$82.6M -$15.2M -89,500 -16%
Citadel Advisors
15
Citadel Advisors
Florida
$75.2M -$5.29M -31,115 -7%
Norges Bank
16
Norges Bank
Norway
$68.4M -$84.4K -497 -0.1%
Allianz Asset Management
17
Allianz Asset Management
Germany
$63M -$2.03M -11,925 -3%
Charles Schwab
18
Charles Schwab
California
$58.5M -$2.42M -14,221 -4%
Northern Trust
19
Northern Trust
Illinois
$57.4M +$990K +5,829 +2%
LCP
20
LGT Capital Partners
Switzerland
$56.5M -$2.12M -12,500 -4%
JVBC
21
J.V. Bruni & Co
Colorado
$53.9M -$767K -4,516 -1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$52.2M -$8.09M -47,609 -14%
Invesco
23
Invesco
Georgia
$45.9M +$8.42M +49,601 +24%
LSV Asset Management
24
LSV Asset Management
Illinois
$42.1M -$645K -3,800 -2%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$40.4M -$52.9M -311,618 -58%

AMG Hedge Fund Activity: Q3 2024 in Review

421 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q3 2024, worth a combined $5.04B — up 10% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new AMG positions and 40 closed out — a net gain of 19 holders — while 150 added to existing stakes and 143 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $26M. The largest seller was Fidelity Investments, cutting an estimated $52.9M.

  • 421 institutional investors held Affiliated Managers Group (AMG) as of Q3 2024, up from 405 in Q2 2024.
  • Funds reported $5.04B of Affiliated Managers Group stock for Q3 2024, up 10% quarter-over-quarter.
  • 59 funds opened new Affiliated Managers Group positions in Q3 2024 and 40 closed out, a net change of +19 holders.
  • The largest Affiliated Managers Group buyer in Q3 2024 was Morgan Stanley, an estimated $26M added.
  • The largest Affiliated Managers Group seller in Q3 2024 was Fidelity Investments, an estimated $52.9M sold.

Based on aggregated 13F filings for Q3 2024.