Also trades as: MGR (NYSE) · $vol 1M · MGRE (NYSE) · $vol 1M · MGRB (NYSE) · $vol 0M · MGRD (NYSE) · $vol 0M
AMG Institutional Ownership
Affiliated Managers Group, Inc.
1W: -0.6%
1M: +4.2%
3M: +4.2%
YTD: +28.6%
1Y: +60.8%
3Y: +181.5%
5Y: +137.8%
$371.43
-0.52 (-0.14%)
Weekly Expected Move ±3.4%
$346
$359
$371
$384
$397
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Balance Sheet
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Institutions
ETF Exposure
Dark Pool
Short Interest
Institutional Ownership — AMG
624
Institutional Holders
+29 vs prior quarter
0.0%
Ownership
+0.00pp
$8B
Total Invested
81
New Positions
160
Increased
271
Reduced
53
Closed
0.88
Put/Call Ratio
Ownership Trends
Top Institutional Holders (664 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 2,772,736 | $1.0B | -94,929 | -3.3% | 8Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,487,219 | $$552M | -245,293 | -14.2% | 60Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,391,836 | $$517M | +32,043 | +2.4% | 2Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1,151,085 | $$428M | -23,661 | -2.0% | 2Q | SEC ↗ |
| 5 | Boston Partners | 1,001,967 | $$372M | +30,720 | +3.2% | 9Q | SEC ↗ |
| 6 | ARIEL INVESTMENTS, LLC | 999,676 | $$371M | -64,354 | -6.0% | 32Q | SEC ↗ |
| 7 | STATE STREET CORP | 883,323 | $$328M | -43,410 | -4.7% | 43Q | SEC ↗ |
| 8 | MILLENNIUM MANAGEMENT LLC | 875,116 | $$325M | +869,748 | +16202.5% | 36Q | SEC ↗ |
| 9 | FULLER & THALER ASSET MANAGEMENT, INC. | 857,756 | $$319M | +97,543 | +12.8% | 9Q | SEC ↗ |
| 10 | DIMENSIONAL FUND ADVISORS LP | 670,195 | $$249M | -48,118 | -6.7% | 102Q | SEC ↗ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 590,757 | $$219M | -45,021 | -7.1% | 92Q | SEC ↗ |
| 12 | LSV ASSET MANAGEMENT | 533,611 | $$198M | +56,800 | +11.9% | 31Q | SEC ↗ |
| 13 | LYRICAL ASSET MANAGEMENT LP | 472,886 | $$176M | -29,235 | -5.8% | 38Q | SEC ↗ |
| 14 | Allianz Asset Management GmbH | 453,989 | $$169M | -34,753 | -7.1% | 41Q | SEC ↗ |
| 15 | BANK OF AMERICA CORP /DE | 432,420 | $$161M | +22,842 | +5.6% | 15Q | SEC ↗ |
| 16 | Invesco Ltd. | 380,623 | $$141M | +64,133 | +20.3% | 77Q | SEC ↗ |
| 17 | NORGES BANK NEW | 361,473 | $$134M | — | +0.0% | 1Q | SEC ↗ |
| 18 | NORTHERN TRUST CORP | 322,670 | $$120M | -26,212 | -7.5% | 110Q | SEC ↗ |
| 19 | JANE STREET GROUP, LLC | 309,134 | $$115M | +56,629 | +22.4% | 6Q | SEC ↗ |
| 20 | Channing Capital Management, LLC | 302,514 | $$112M | -158 | -0.1% | 23Q | SEC ↗ |
| 21 | Sixth Street Partners Management Compa NEW | 287,795 | $$107M | — | +0.0% | 1Q | SEC ↗ |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 287,795 | $$107M | -20,236 | -6.6% | 15Q | SEC ↗ |
| 23 | Bank of New York Mellon Corp | 281,967 | $$105M | -18,298 | -6.1% | 76Q | SEC ↗ |
| 24 | Qube Research & Technologies Ltd | 268,737 | $$100M | +114,504 | +74.2% | 3Q | SEC ↗ |
| 25 | GOLDMAN SACHS GROUP INC | 258,331 | $$96M | +72,974 | +39.4% | 15Q | SEC ↗ |
| 26 | Fisher Asset Management, LLC | 246,463 | $$92M | -6,800 | -2.7% | 56Q | SEC ↗ |
| 27 | RAYMOND JAMES FINANCIAL INC | 239,235 | $$89M | +7,774 | +3.4% | 7Q | SEC ↗ |
| 28 | Clarkston Capital Partners, LLC | 228,683 | $$85M | -85,025 | -27.1% | 31Q | SEC ↗ |
| 29 | BRUNI J V & CO /CO | 210,094 | $$78M | -39,671 | -15.9% | 110Q | SEC ↗ |
| 30 | CITADEL ADVISORS LLC | 198,492 | $$74M | -48,728 | -19.7% | 27Q | SEC ↗ |
| 31 | ALLIANCEBERNSTEIN L.P. | 189,739 | $$70M | -16,364 | -7.9% | 63Q | SEC ↗ |
| 32 | Kiltearn Partners LLP | 184,586 | $$69M | -10,528 | -5.4% | 31Q | SEC ↗ |
| 33 | Caisse de depot et placement du Quebec | 182,041 | $$68M | -38,846 | -17.6% | 6Q | SEC ↗ |
| 34 | FMR LLC | 177,576 | $$66M | -2,399 | -1.3% | 90Q | SEC ↗ |
| 35 | UBS Group AG | 175,776 | $$65M | +46,655 | +36.1% | 47Q | SEC ↗ |
| 36 | PRICE T ROWE ASSOCIATES INC /MD | 166,559 | $$62M | -17,062 | -9.3% | 16Q | SEC ↗ |
| 37 | VANGUARD FIDUCIARY TRUST CO | 165,842 | $$62M | -6,417 | -3.7% | 2Q | SEC ↗ |
| 38 | LORD, ABBETT & CO. LLC | 164,477 | $$61M | +9,807 | +6.3% | 3Q | SEC ↗ |
| 39 | JPMORGAN CHASE & CO | 129,402 | $$48M | -11,138 | -7.9% | 101Q | SEC ↗ |
| 40 | RENAISSANCE TECHNOLOGIES LLC | 117,440 | $$44M | +7,690 | +7.0% | 18Q | SEC ↗ |
| 41 | SEI INVESTMENTS CO | 117,142 | $$44M | +9,488 | +8.8% | 15Q | SEC ↗ |
| 42 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 116,158 | $$43M | +14,422 | +14.2% | 3Q | SEC ↗ |
| 43 | Treasurer of the State of North Caroli | 113,578 | $$42M | +10,050 | +9.7% | 34Q | SEC ↗ |
| 44 | Quantinno Capital Management LP | 108,737 | $$40M | +13,679 | +14.4% | 13Q | SEC ↗ |
| 45 | LOOMIS SAYLES & CO L P | 103,094 | $$38M | +17,149 | +20.0% | 3Q | SEC ↗ |
| 46 | WELLS FARGO & COMPANY/MN | 93,544 | $$35M | +3,351 | +3.7% | 101Q | SEC ↗ |
| 47 | FIRST TRUST ADVISORS LP | 90,253 | $$34M | +34,011 | +60.5% | 24Q | SEC ↗ |
| 48 | NEW YORK STATE COMMON RETIREMENT FUND | 89,089 | $$33M | -2,309 | -2.5% | 82Q | SEC ↗ |
| 49 | Arbejdsmarkedets Tillaegspension | 88,640 | $$33M | -3,309 | -3.6% | 3Q | SEC ↗ |
| 50 | Polar Capital Holdings Plc | 85,359 | $$32M | -1,919 | -2.2% | 23Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 361,473 | $$134M |
| Sixth Street Partners Management Co | 287,795 | $$107M |
| Zurich Insurance Group Ltd/FI | 71,322 | $$26M |
| Capricorn Fund Managers Ltd | 69,045 | $$26M |
| CAPITAL FUND MANAGEMENT S.A. | 30,813 | $$11M |
| PEAK6 LLC | 29,555 | $$11M |
| VAN ECK ASSOCIATES CORP | 20,250 | $$8M |
| Strategic Global Advisors, LLC | 14,706 | $$5M |
| Fulcrum Asset Management LLP | 14,166 | $$5M |
| Jupiter Topco LLC | 10,930 | $$4M |
| NATIXIS ADVISORS, LLC | 10,292 | $$4M |
| Militia Capital Management LLC | 10,052 | $$4M |
| HRT FINANCIAL LP | 8,250 | $$3M |
| Anfield Capital Management, LLC | 6,226 | $$2M |
| DELPHI MANAGEMENT INC /MA | 3,965 | $$1M |
| MISSION WEALTH MANAGEMENT, LP | 3,864 | $$1M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 3,760 | $$1M |
| Alyeska Investment Group, L.P. | 3,386 | $$1M |
| Bannerstone Capital Management, LLC | 3,027 | $$1M |
| Assenagon Asset Management S.A. | 3,011 | $$1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Balyasny Asset Management L.P. | 231,675 | $$86M |
| Holocene Advisors, LP | 184,010 | $$68M |
| Artisan Partners Limited Partnershi | 173,595 | $$64M |
| Woodline Partners LP | 145,879 | $$54M |
| Aerodigm Wealth, LLC | 88,749 | $$33M |
| Prana Capital Management, LP | 61,489 | $$23M |
| Freestone Grove Partners LP | 57,832 | $$21M |
| Point72 Asset Management, L.P. | 44,273 | $$16M |
| ExodusPoint Capital Management, LP | 37,845 | $$14M |
| BW Gestao de Investimentos Ltda. | 33,000 | $$12M |
| Longaeva Partners L.P. | 26,553 | $$10M |
| Informed Momentum Co LLC | 19,138 | $$7M |
| Karl Kapital LLC | 14,898 | $$6M |
| Aquatic Capital Management LLC | 13,678 | $$5M |
| Ilmarinen Mutual Pension Insurance | 11,745 | $$4M |
| Grantham, Mayo, Van Otterloo & Co. | 11,259 | $$4M |
| Convergence Investment Partners, LL | 11,152 | $$4M |
| Candriam S.C.A. | 9,228 | $$3M |
| Skandinaviska Enskilda Banken AB (p | 8,463 | $$3M |
| DIVERSIFIED TRUST CO | 7,898 | $$3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | +869,748 | +16202.5% | 875,116 |
| Qube Research & Technologies Ltd | +114,504 | +74.2% | 268,737 |
| FULLER & THALER ASSET MANAGEMENT, I | +97,543 | +12.8% | 857,756 |
| GOLDMAN SACHS GROUP INC | +72,974 | +39.4% | 258,331 |
| Invesco Ltd. | +64,133 | +20.3% | 380,623 |
| LSV ASSET MANAGEMENT | +56,800 | +11.9% | 533,611 |
| JANE STREET GROUP, LLC | +56,629 | +22.4% | 309,134 |
| UBS Group AG | +46,655 | +36.1% | 175,776 |
| STRS OHIO | +41,629 | +6375.0% | 42,282 |
| BNP PARIBAS FINANCIAL MARKETS | +34,113 | +1049.3% | 37,364 |
| FIRST TRUST ADVISORS LP | +34,011 | +60.5% | 90,253 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +32,043 | +2.4% | 1,391,836 |
| Engineers Gate Manager LP | +32,023 | +161.4% | 51,861 |
| Zurcher Kantonalbank (Zurich Canton | +31,325 | +315.0% | 41,269 |
| Boston Partners | +30,720 | +3.2% | 1,001,967 |
| BANK OF AMERICA CORP /DE | +22,842 | +5.6% | 432,420 |
| Moran Wealth Management, LLC | +22,261 | +96.0% | 45,453 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | +22,197 | +180.4% | 34,501 |
| MARSHALL WACE, LLP | +20,998 | +874.9% | 23,398 |
| LOOMIS SAYLES & CO L P | +17,149 | +20.0% | 103,094 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -245,293 | -14.2% | 1,487,219 |
| BlackRock, Inc. | -94,929 | -3.3% | 2,772,736 |
| Clarkston Capital Partners, LLC | -85,025 | -27.1% | 228,683 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | -76,778 | -58.7% | 54,070 |
| Man Group plc | -66,505 | -73.4% | 24,043 |
| ARIEL INVESTMENTS, LLC | -64,354 | -6.0% | 999,676 |
| Russell Investments Group, Ltd. | -62,421 | -67.6% | 29,925 |
| CITADEL ADVISORS LLC | -48,728 | -19.7% | 198,492 |
| DIMENSIONAL FUND ADVISORS LP | -48,118 | -6.7% | 670,195 |
| GEODE CAPITAL MANAGEMENT, LLC | -45,021 | -7.1% | 590,757 |
| STATE STREET CORP | -43,410 | -4.7% | 883,323 |
| BRUNI J V & CO /CO | -39,671 | -15.9% | 210,094 |
| Schonfeld Strategic Advisors LLC | -39,541 | -59.7% | 26,713 |
| Caisse de depot et placement du Que | -38,846 | -17.6% | 182,041 |
| FRANKLIN RESOURCES INC | -36,423 | -30.5% | 83,192 |
| Allianz Asset Management GmbH | -34,753 | -7.1% | 453,989 |
| LYRICAL ASSET MANAGEMENT LP | -29,235 | -5.8% | 472,886 |
| UBS AM, a distinct business unit of | -28,602 | -27.6% | 74,871 |
| Oak Thistle LLC | -26,729 | -84.0% | 5,106 |
| NORTHERN TRUST CORP | -26,212 | -7.5% | 322,670 |