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MGRE

Affiliated Managers Group 6.750% Junior Subordinated Notes due 2064

3 hedge funds and large institutions have $3.33M invested in Affiliated Managers Group 6.750% Junior Subordinated Notes due 2064 in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding

Funds holding: 23 (+1)

41% more capital invested

Capital invested by funds: $2.36M → $3.33M (+$972K)

0.25% more ownership

Funds ownership: 0.55%0.79% (+0.25%)

Holders
3
Holders Change
+1
Holders Change %
+50%
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
SAM
Shikiar Asset Management
New York
+$1.04M

Top Sellers

No sellers this quarter

MGRE Hedge Fund Activity: Q2 2025 in Review

3 of the 7,612 institutional investors tracked by Wall St. Rank reported a position in Affiliated Managers Group 6.750% Junior Subordinated Notes due 2064 (MGRE) for Q2 2025, worth a combined $3.33M — up 41% from $2.36M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new MGRE positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Shikiar Asset Management, opening a new position worth an estimated $1.04M.

  • 3 institutional investors held Affiliated Managers Group 6.750% Junior Subordinated Notes due 2064 (MGRE) as of Q2 2025, up from 2 in Q1 2025.
  • Funds reported $3.33M of Affiliated Managers Group 6.750% Junior Subordinated Notes due 2064 stock for Q2 2025, up 41% quarter-over-quarter.
  • 1 fund opened new Affiliated Managers Group 6.750% Junior Subordinated Notes due 2064 positions in Q2 2025 and 0 closed out, a net change of +1 holder.
  • The largest Affiliated Managers Group 6.750% Junior Subordinated Notes due 2064 buyer in Q2 2025 was Shikiar Asset Management, an estimated $1.04M added.

Based on aggregated 13F filings for Q2 2025.