Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Affiliated Managers Group (AMG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +37
Streak
4Q ▲
Buyers last Q
61%

Smart Money Signals — AMG

Based on 539 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
539 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 — +37% more funds vs a year ago

fund count last 6Q
+145 new funds entered over the past year (+37% 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 buyers than sellers — 61% buying

302 buying195 selling
Last quarter: 302 funds were net buyers (91 opened a brand new position + 211 added to an existing one). Only 195 were sellers (141 trimmed + 54 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 81 → 64 → 103 → 91. 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+) ■ 17% medium ■ 21% new
331 out of 539 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.
📈

Growing discovery — still being found

42 → 81 → 64 → 103 → 91 new funds/Q
New funds entering each quarter: 81 → 64 → 103 → 91. A growing number of institutions are discovering AMG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 23% newcomers

■ 69% veterans ■ 7% 1-2yr ■ 23% new
Entry-cohort mix of 548 holders: 379 (69%) are 2+ year veterans, 41 entered 1–2 years ago, and 128 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
55 of 537 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — AMG

In 2026 Q1, 302 hedge funds were net buyers of AMG (91 opened a new position, 211 added to an existing one), while 195 reduced or exited (141 trimmed, 54 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 36% of total institutional value in AMG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +37 funds (more new holders than closures). Total institutional holders: 539.

Hedge Fund Ownership: AMG

How many hedge funds hold AMG — quarterly history vs. share price
Quarterly hedge fund ownership of AMG vs. share price

Market Analysis: AMG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AMG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Affiliated Managers Group (AMG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AMG has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
AMG
+27.5%
XLF
+1220.3%

AMG outperformed XLF by -1192.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
AMG
+20.1%
XLF
+4.8%

Since the filing became public, AMG outperformed XLF by +15.3% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

29 top-rated funds 1 high-conviction
Consensus
6.4
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: AMG
536 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 536 502 6.77%
13F Shares 25M 26M -5.8%
Total Value $6.52B $7.45B -12.42%
New Positions 90 103 -13
Increased Positions 209 145 +64
Closed Positions 56 41 +15
Reduced Positions 137 162 -25
Total Calls 4 4 -
Total Puts 6 3 100.0%
PUT/CALL Ratio 1.5 0.75 Bearish

Statistics: AMG

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Financial Highlights

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Institutional Holders (2026 Q1)

536 + 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:
Top 25 AMG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kiltearn Partners LLP 14.53% 195,114 $54.0M
2 Bruni J V & Co /Co 7.22% 249,765 $69.1M
3 Clarkston Capital Partners, LLC 6.62% 313,708 $86.8M
4 Ariel Investments, LLC 3.30% 1,064,030 $294.4M
5 Channing Capital Management, LLC 2.14% 302,672 $83.7M
6 Lyrical Asset Management LP 2.12% 502,121 $138.9M
7 Wallace Capital Management Inc. 2.00% 62,874 $17.4M
8 Long Road Investment Counsel, LLC 1.69% 15,581 $4.3M
9 Goodman Financial Corp 1.55% 32,492 $9.0M
10 CWC Advisors, LLC. 1.49% 11,309 $3.1M
11 Kennondale Capital Management LLC 1.39% 6,976 $1.9M
12 Chase Investment Counsel Corp 1.34% 18,378 $5.1M
13 Traub Capital Management LLC 1.25% 4,551 $1.3M
14 Poehling Capital Management, INC. 1.06% 18,192 $5.0M
15 Williamson Legacy Group, LLC 1.06% 5,104 $1.4M
16 Nicola Wealth Management LTD. 0.96% 29,000 $8.0M
17 Oak Thistle LLC 0.86% 31,835 $8.8M
18 Citadel Investment Advisory, Inc. 0.85% 6,452 $1.8M
19 North Star Asset Management Inc 0.84% 70,191 $19.4M
20 Moody Aldrich Partners LLC 0.75% 15,111 $4.2M
21 Fuller & Thaler Asset Management, INC. 0.71% 760,213 $210.4M
22 Arbejdsmarkedets Tillaegspension 0.63% 91,949 $25.4M
23 Oliver Luxxe Assets LLC 0.54% 13,101 $3.6M
24 Bastion Asset Management Inc. 0.52% 6,101 $1.7M
25 Prana Capital Management, LP 0.52% 61,489 $17.0M
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 — 4 quarters in a row: For 4 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 buyers than sellers — 61% buying: Last quarter: 302 funds were net buyers (91 opened a brand new position + 211 added to an existing one). Only 195 were sellers (141 trimmed + 54 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for AMG holders?

Strong quality — 36% AUM from major funds: 55 of 537 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AMG?

61% of holders stayed for 2+ years: 331 out of 539 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.

Is it too late to buy Affiliated Managers Group (AMG) following the 2026 Q1 hedge fund 13F filings?

As of today, AMG has moved +20.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +15.3%. Since the quarter end (March 31, 2026), AMG has gained +27.5% vs +1220.3% for XLF. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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