Affiliated Managers Group, Inc. (AMG) Bundle
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% |
Affiliated Managers Group, Inc. (AMG) DCF Excel Template
5-Year Financial Model
40+ Charts & Metrics
DCF & Multiple Valuation
Free Email Support
Disclaimer
All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.
We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.
All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.