Affiliated Managers Group (AMG) Hedge Fund Ownership (Q2 2026)

Affiliated Managers Group (AMG)

551 + Investors. Track Smart Money conviction in AMG. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — AMG

Based on 561 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added AMG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

561 hedge funds hold AMG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +32% more funds vs a year ago

fund count last 6Q

+136 new funds entered over the past year (+32% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟠

More sellers than buyers — 48% buying

248 buying274 selling

Last quarter: 274 funds reduced or exited vs 248 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 64 → 103 → 92 → 83. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 18% medium ■ 21% new

341 out of 561 hedge funds have held AMG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares +40%, value +24%

Value

+24%

+40%

Last quarter: funds added +40% more shares while total portfolio value only changed +24%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

➡️

Steady discovery — ~83 new funds/quarter

82 → 64 → 103 → 92 → 83 new funds/Q

New funds entering each quarter: 64 → 103 → 92 → 83. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 68% veterans vs 24% newcomers

■ 68% veterans ■ 8% 1-2yr ■ 24% new

Entry-cohort mix of 572 holders: 388 (68%) are 2+ year veterans, 47 entered 1–2 years ago, and 137 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds

60 of 558 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in AMG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	551	542	1.66%
13F Shares	25M	25M	0.93%
Total Value	$8.13B	$6.59B	23.5%
New Positions	80	92	-12
Increased Positions	160	210	-50
Closed Positions	68	53	+15
Reduced Positions	206	139	+67
Total Calls	7	4	75.0%
Total Puts	6	6	-
PUT/CALL Ratio	0.86	1.5	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

551

542

1.66%

13F Shares

25M

0.93%

Total Value

$8.13B

$6.59B

23.5%

New Positions

-12

Increased Positions

160

210

-50

Closed Positions

+15

Reduced Positions

206

139

+67

Total Calls

75.0%

Total Puts

PUT/CALL Ratio

0.86

1.5

Neutral

Institutional Holders (2026 Q2)

551 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AMG. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 AMG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Kiltearn Partners LLP	15.16%	184,586	$62.5M
2	Clarkston Capital Partners, LLC	6.54%	228,683	$77.4M
3	Bruni J V & Co /Co	6.49%	210,094	$71.1M
4	Altar Rock LLC	5.37%	15,542	$4.5M
5	Ariel Investments, LLC	3.37%	999,676	$338.3M
6	Channing Capital Management, LLC	2.36%	302,514	$102.4M
7	Wallace Capital Management Inc.	2.16%	58,334	$19.7M
8	Lyrical Asset Management LP	2.03%	472,886	$160.0M
9	Long Road Investment Counsel, LLC	1.93%	15,481	$5.2M
10	Capricorn Fund Managers Ltd	1.84%	69,045	$23.4M
11	Goodman Financial Corp	1.72%	32,962	$11.2M
12	CWC Advisors, LLC.	1.64%	10,932	$3.7M
13	Traub Capital Management LLC	1.37%	4,551	$1.5M
14	Poehling Capital Management, INC.	1.31%	18,047	$6.1M
15	Kennondale Capital Management LLC	1.20%	5,337	$1.8M
16	Nicola Wealth Management LTD.	1.13%	29,000	$9.8M
17	Citadel Investment Advisory, Inc.	0.99%	6,452	$2.2M
18	Moody Aldrich Partners LLC	0.92%	15,111	$5.1M
19	North Star Asset Management Inc	0.89%	66,968	$22.7M
20	Bannerstone Capital Management, LLC	0.86%	3,027	$1.0M
21	Fuller & Thaler Asset Management, INC.	0.79%	857,756	$290.3M
22	Strategic Global Advisors, LLC	0.71%	14,706	$5.0M
23	Arbejdsmarkedets Tillaegspension	0.65%	88,640	$30.0M
24	Amplius Wealth Advisors, LLC	0.54%	21,766	$7.4M
25	Oliver Luxxe Assets LLC	0.51%	10,344	$3.5M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Affiliated Managers Group (AMG)

What does the Smart Money Trend signal show for AMG?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added AMG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AMG?

More sellers than buyers — 48% buying: Last quarter: 274 funds reduced or exited vs 248 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for AMG holders?

Elite ownership — 50% AUM from top-100 funds: 60 of 558 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in AMG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AMG?

61% of holders stayed for 2+ years: 341 out of 561 hedge funds have held AMG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Affiliated Managers Group (AMG)

Smart Money Signals — AMG

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +32% more funds vs a year ago

More sellers than buyers — 48% buying

Fewer new buyers each quarter (-9 vs last Q)

61% of holders stayed for 2+ years

Buying through price weakness — shares +40%, value +24%

Steady discovery — ~83 new funds/quarter

Veteran-anchored — 68% veterans vs 24% newcomers

Elite ownership — 50% AUM from top-100 funds

Institutional Sentiment Summary — AMG

Hedge Fund Ownership: AMG

Market Analysis: AMG

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: AMG

Hedge Fund Positioning: AMG

Statistics: AMG

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Affiliated Managers Group (AMG)

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