Is Affiliated Managers Group (NYSE:AMG) Attracting Institutional Interest?

3 min read | February 07, 2025 03:28 AM PST | By Team Kalkine Media

Highlights

  • Retirement Systems of Alabama increased its position in Affiliated Managers Group (NYSE:AMG) in the fourth quarter, adding 535 shares.

  • Several institutional firms adjusted their holdings in the company, including Creative Planning, SG Americas Securities LLC, and CWM LLC.

  • Institutional ownership in Affiliated Managers Group remains significant, with large firms controlling a major portion of the shares.

Institutional Holdings in Affiliated Managers Group

Affiliated Managers Group (NYSE:AMG) operates within the asset management sector, overseeing a diverse range of investment strategies through its affiliated firms. Institutional investors continue to adjust their holdings in the company, reflecting ongoing engagement within the sector.

Retirement Systems of Alabama increased its stake in Affiliated Managers Group during the fourth quarter, according to recent filings. The firm now owns 99,237 shares after acquiring an additional 535 shares. This adjustment brought the total valuation of its holdings to $18,351,000 as per its latest report.

Adjustments by Institutional Firms

Several institutional firms recently modified their stakes in Affiliated Managers Group. Creative Planning expanded its holdings by 4.5% in the second quarter, acquiring an additional 281 shares. This brought its total to 6,483 shares, valued at $1,013,000 at the time.

Similarly, SG Americas Securities LLC increased its position in the asset management company by 34.2% in the third quarter, reaching a total of 6,447 shares. The firm acquired 1,642 additional shares, bringing its valuation to approximately $1,146,000.

Another notable firm, CWM LLC, expanded its stake significantly in the third quarter. The company boosted its position by 169.2%, acquiring 4,602 additional shares, bringing its total to 7,322 shares, valued at $1,302,000.

New Investments and Increased Stakes

In addition to increased holdings, new institutional investors also entered the scene. Sanctuary Advisors LLC acquired a new position in Affiliated Managers Group during the second quarter, reflecting the firm’s interest in the company’s trajectory. The value of this new stake was approximately $818,000.

GAMMA Investing LLC also significantly expanded its position in the third quarter, increasing its stake by 103.6%. The firm now holds 794 shares, valued at $141,000, following an addition of 404 shares during the period.

Institutional Ownership Overview

Institutional investors currently control approximately 95.30% of Affiliated Managers Group. This level of institutional engagement underscores the company’s role within the asset management sector. Adjustments by major firms indicate continued activity in the company’s shares, reflecting broader trends within institutional investing strategies.

As institutional activity continues, holdings in Affiliated Managers Group remain under close observation, with key adjustments shaping ownership trends within the company.

 


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