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Affiliated Managers Group

408 hedge funds and large institutions have $5.21B invested in Affiliated Managers Group in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 171 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

3% more capital invested

Capital invested by funds: $5.04B → $5.21B (+$166M)

9% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 53

1.33% less ownership

Funds ownership: 95.1%93.76% (-1.3%)

3% less funds holding

Funds holding: 421408 (-13)

30% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 171

55% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $3.26M

Holders
408
Holders Change
-13
Holders Change %
-3.09%
% of All Funds
5.37%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
48
Increased
120
Reduced
171
Closed
53
Calls
$1.46M
Puts
$3.26M
Net Calls
-$1.79M
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$594M +$5.85M +31,343 +1%
BlackRock
2
BlackRock
New York
$549M +$9.82M +52,647 +2%
Morgan Stanley
3
Morgan Stanley
New York
$422M -$16.3M -87,581 -4%
CCP
4
Clarkston Capital Partners
Michigan
$291M -$37.9M -203,063 -11%
AI
5
Ariel Investments
Illinois
$263M -$5.27M -28,234 -2%
Boston Partners
6
Boston Partners
Massachusetts
$219M +$69.7M +373,696 +46%
State Street
7
State Street
Massachusetts
$189M +$1.92M +10,265 +1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$141M -$3.89M -20,853 -3%
SAM
9
Southeastern Asset Management
Tennessee
$130M -$4.17M -22,342 -3%
LAM
10
Lyrical Asset Management
New York
$114M -$1.32M -7,090 -1%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$102M -$766K -4,106 -0.7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$96.5M -$847K -4,539 -0.9%
CCM
13
Channing Capital Management
Illinois
$95.2M +$4.97M +26,654 +5%
LSV Asset Management
14
LSV Asset Management
Illinois
$78.4M +$35M +187,290 +79%
KP
15
Kiltearn Partners
United Kingdom
$70.4M -$15.6M -83,700 -18%
Norges Bank
16
Norges Bank
Norway
$68.7M -$2.52M -13,478 -4%
Citadel Advisors
17
Citadel Advisors
Florida
$64.9M -$13.4M -71,669 -17%
Northern Trust
18
Northern Trust
Illinois
$64.7M +$5.04M +26,990 +8%
Allianz Asset Management
19
Allianz Asset Management
Germany
$63.6M -$2.04M -10,905 -3%
Charles Schwab
20
Charles Schwab
California
$61.2M +$422K +2,264 +0.7%
Millennium Management
21
Millennium Management
New York
$56.5M +$30.9M +165,544 +118%
JVBC
22
J.V. Bruni & Co
Colorado
$55.8M -$196K -1,050 -0.3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$52M -$2.4M -12,882 -4%
LCP
24
LGT Capital Partners
Switzerland
$50.7M -$8.19M -43,912 -14%
Invesco
25
Invesco
Georgia
$49.5M +$1.8M +9,625 +4%

AMG Hedge Fund Activity: Q4 2024 in Review

408 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group (AMG) for Q4 2024, worth a combined $5.21B — up 3.3% from $5.04B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of AMG and 48 opened new positions — a net loss of 5 holders — while 171 trimmed existing stakes and 120 added.

The largest buyer was Boston Partners, adding an estimated $69.7M. The largest seller was Clarkston Capital Partners, cutting an estimated $37.9M.

  • 408 institutional investors held Affiliated Managers Group (AMG) as of Q4 2024, down from 421 in Q3 2024.
  • Funds reported $5.21B of Affiliated Managers Group stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 48 funds opened new Affiliated Managers Group positions in Q4 2024 and 53 closed out, a net change of -5 holders.
  • The largest Affiliated Managers Group buyer in Q4 2024 was Boston Partners, an estimated $69.7M added.
  • The largest Affiliated Managers Group seller in Q4 2024 was Clarkston Capital Partners, an estimated $37.9M sold.

Based on aggregated 13F filings for Q4 2024.