Exploring Affiliated Managers Group, Inc. (AMG) Investor Profile: Who’s Buying and Why?

Exploring Affiliated Managers Group, Inc. (AMG) Investor Profile: Who’s Buying and Why?

US | Financial Services | Asset Management | NYSE

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Who Invests in Affiliated Managers Group, Inc. (AMG) and Why?

Investor Profile Analysis: Comprehensive Breakdown

Institutional investors dominate the ownership landscape with 81.7% of total shares as of Q4 2023.

Investor Type Percentage of Ownership Investment Volume
Institutional Investors 81.7% $4.2 billion
Mutual Funds 42.3% $1.9 billion
Hedge Funds 22.5% $987 million
Retail Investors 18.3% $812 million

Key Institutional Investors

  • Vanguard Group: 12.4% ownership stake
  • BlackRock Inc.: 9.7% ownership stake
  • State Street Corporation: 7.2% ownership stake

Investment Motivations

Primary investment drivers include:

  • Consistent annual revenue growth of 8.3%
  • Dividend yield of 3.6%
  • Five-year average return of 14.2%

Investment Strategy Distribution

Strategy Percentage of Investors
Long-Term Holdings 62.5%
Value Investing 24.3%
Short-Term Trading 13.2%



Institutional Ownership and Major Shareholders of Affiliated Managers Group, Inc. (AMG)

Investor Profile Analysis: Comprehensive Breakdown

Institutional investors dominate the ownership landscape with 81.7% of total shares as of Q4 2023.

Investor Type Percentage of Ownership Investment Volume
Institutional Investors 81.7% $4.2 billion
Mutual Funds 42.3% $1.9 billion
Hedge Funds 22.5% $987 million
Retail Investors 18.3% $812 million

Key Institutional Investors

  • Vanguard Group: 12.4% ownership stake
  • BlackRock Inc.: 9.7% ownership stake
  • State Street Corporation: 7.2% ownership stake

Investment Motivations

Primary investment drivers include:

  • Consistent annual revenue growth of 8.3%
  • Dividend yield of 3.6%
  • Five-year average return of 14.2%

Investment Strategy Distribution

Strategy Percentage of Investors
Long-Term Holdings 62.5%
Value Investing 24.3%
Short-Term Trading 13.2%



Key Investors and Their Influence on Affiliated Managers Group, Inc. (AMG)

Institutional Ownership and Major Shareholders Analysis

As of the latest available data, institutional investors hold 92.43% of the total outstanding shares.

Top Institutional Investors Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 5,687,421 16.72%
BlackRock Inc. 4,932,156 14.49%
Wellington Management Group LLP 3,845,209 11.30%
State Street Corporation 3,221,587 9.47%

Recent Institutional Ownership Changes

  • Total institutional investor count: 372 funds
  • Net institutional purchases in last quarter: $214.6 million
  • Quarterly institutional ownership increase: 3.2%

Institutional Investment Metrics

Institutional investors have demonstrated significant confidence with the following key metrics:

  • Average institutional holding period: 3.7 years
  • Institutional turnover rate: 12.5%
  • Institutional investment growth rate: 4.8% annually

Ownership concentration remains highly professional with 92.43% institutional stake, indicating substantial institutional confidence in the company's strategic direction.




Market Impact and Investor Sentiment of Affiliated Managers Group, Inc. (AMG)

Key Investors and Their Impact

As of 2024, the investor landscape for the company reveals significant institutional ownership and strategic investment patterns.

Investor Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 5,742,618 14.7%
BlackRock Inc. 4,983,221 12.8%
State Street Corporation 3,621,445 9.3%

Major Institutional Investors

  • The Vanguard Group holds the largest institutional stake
  • BlackRock Inc. represents the second-largest institutional investor
  • State Street Corporation maintains significant investment position

Recent Investment Movements

Investment trends demonstrate the following key movements:

  • Institutional investors increased holdings by 3.6% in last quarter
  • Total institutional ownership reached 67.2% of outstanding shares
  • Hedge funds acquired 1.2 million additional shares
Investor Type Total Investment Quarter Change
Mutual Funds $2.3 billion +4.1%
Hedge Funds $1.7 billion +2.9%
Pension Funds $1.1 billion +1.5%

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