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Affiliated Managers Group

405 hedge funds and large institutions have $5.2B invested in Affiliated Managers Group in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 168 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
-12
Holders Change %
-2.88%
% of All Funds
5.39%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
49
Increased
119
Reduced
168
Closed
53
Calls
$1.46M
Puts
$3.26M
Net Calls
-$1.8M
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$594M +$5.8M +31,343 +1%
BlackRock
2
BlackRock
New York
$549M +$9.74M +52,647 +2%
Morgan Stanley
3
Morgan Stanley
New York
$422M -$16.2M -87,581 -4%
CCP
4
Clarkston Capital Partners
Michigan
$291M -$37.6M -203,063 -11%
AI
5
Ariel Investments
Illinois
$263M -$5.22M -28,234 -2%
Boston Partners
6
Boston Partners
Massachusetts
$219M +$69.1M +373,696 +46%
State Street
7
State Street
Massachusetts
$189M +$1.9M +10,265 +1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$141M -$3.86M -20,853 -3%
SAM
9
Southeastern Asset Management
Tennessee
$130M -$4.13M -22,342 -3%
LAM
10
Lyrical Asset Management
New York
$114M -$1.31M -7,090 -1%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$102M -$759K -4,106 -0.7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$96.5M -$840K -4,539 -0.9%
CCM
13
Channing Capital Management
Illinois
$95.2M +$4.93M +26,654 +5%
LSV Asset Management
14
LSV Asset Management
Illinois
$78.4M +$34.6M +187,290 +79%
KP
15
Kiltearn Partners
United Kingdom
$70.4M -$15.5M -83,700 -18%
Norges Bank
16
Norges Bank
Norway
$68.7M +$68.7M +371,422 New
Citadel Advisors
17
Citadel Advisors
Florida
$64.9M -$13.3M -71,669 -17%
Northern Trust
18
Northern Trust
Illinois
$64.7M +$4.99M +26,990 +8%
Allianz Asset Management
19
Allianz Asset Management
Germany
$63.6M -$2.02M -10,905 -3%
Charles Schwab
20
Charles Schwab
California
$61.2M +$419K +2,264 +0.7%
Millennium Management
21
Millennium Management
New York
$56.5M +$30.6M +165,544 +118%
JVBC
22
J.V. Bruni & Co
Colorado
$55.8M -$194K -1,050 -0.3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$52M -$2.38M -12,882 -4%
LCP
24
LGT Capital Partners
Switzerland
$50.7M -$8.12M -43,912 -14%
Invesco
25
Invesco
Georgia
$49.5M +$1.78M +9,625 +4%