undamentalytics Newsletter

Affiliated Managers Group, Inc.: which funds bought and sold

Institutions that bought and sold Affiliated Managers Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 233 institutions that filed 13F reports for both quarters added to or opened positions in Affiliated Managers Group, and 267 cut or closed them. Together they added a net 75K shares, +0.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 270K shares (+4.5%); index fund managers were net sellers of 232K shares (−2.9%). 74 opened a new position and 52 sold out entirely.

Bought, Q2 2026 233 institutions, 74 of them new holders Sold, Q2 2026 267 institutions, 52 of them sold out
Net change, all compared +75K shares (+0.3%)
Net change, active managers +270K shares (+4.5%), 28 bought, 36 sold

Buyers versus sellers

institutions compared, 607
Active managers and hedge funds 28 bought · 36 sold · +270K
Index fund managers 2 bought · 9 sold · −232K
Other institutions 203 bought · 222 sold · +37K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Millennium Management LLC Hedge fund +870K +16202.5% 875K $296M
Qube Research & Technologies Ltd Hedge fund +115K +74.2% 269K $90.9M
Fuller & Thaler Asset Management, Inc. +98K +12.8% 858K $290M
Goldman Sachs Group Inc +73K +39.4% 258K $87.4M
Zurich Insurance Group Ltd +71K New position 71K $24.1M
Capricorn Fund Managers Ltd +69K New position 69K $23.4M
Invesco Ltd. +64K +20.3% 381K $129M
LSV Asset Management Active manager +57K +11.9% 534K $181M
Jane Street Group, LLC +57K +22.4% 309K $105M
UBS Group AG +47K +36.1% 176K $59.5M
Strs Ohio +42K +6375.0% 42K $14.3M
BNP Paribas Financial Markets +34K +1049.3% 37K $12.6M
First Trust Advisors LP +34K +60.5% 90K $30.5M
Vanguard Portfolio Management LLC Index funds +32K +2.4% 1.4M $471M
Engineers Gate Manager LP Hedge fund +32K +161.4% 52K $17.5M
Zurcher Kantonalbank (Zurich Cantonalbank) +31K +315.0% 41K $14M
Capital Fund Management S.A. Hedge fund +31K New position 31K $10.4M
Boston Partners Active manager +31K +3.2% 1.0M $339M
Peak6 LLC +30K New position 30K $10M
Bank Of America Corp +23K +5.6% 432K $146M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Morgan Stanley −245K −14.2% 1.5M $503M
Artisan Partners Limited Partnership Active manager −174K Sold out 0 —
Woodline Partners LP Hedge fund −146K Sold out 0 —
Blackrock, Inc. Index funds −95K −3.3% 2.8M $938M
Clarkston Capital Partners, LLC −85K −27.1% 229K $77.4M
Voloridge Investment Management, LLC Hedge fund −77K −58.7% 54K $18.3M
Man Group PLC Hedge fund −67K −73.4% 24K $8.1M
Ariel Investments, LLC Active manager −64K −6.0% 1000K $338M
Russell Investments Group, Ltd. −62K −67.6% 30K $10.1M
Prana Capital Management, LP Hedge fund −61K Sold out 0 —
Freestone Grove Partners LP Hedge fund −58K Sold out 0 —
Citadel Advisors LLC Hedge fund −49K −19.7% 198K $67.2M
Dimensional Fund Advisors LP −48K −6.7% 670K $227M
Geode Capital Management, LLC Index funds −45K −7.1% 591K $200M
Point72 Asset Management, L.P. Hedge fund −44K Sold out 0 —
State Street Corp Index funds −43K −4.7% 883K $299M
Bruni J V & Co −40K −15.9% 210K $71.1M
Schonfeld Strategic Advisors LLC Hedge fund −40K −59.7% 27K $9M
Caisse De Depot Et Placement Du Quebec −39K −17.6% 182K $61.6M
Franklin Resources Inc Active manager −36K −30.5% 83K $28.2M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Zurich Insurance Group Ltd 71K $24.1M
Capricorn Fund Managers Ltd 69K $23.4M
Capital Fund Management S.A.Hedge fund 31K $10.4M
Peak6 LLC 30K $10M
Van Eck Associates Corp 20K $6.9M
Strategic Global Advisors, LLC 15K $5M
Fulcrum Asset Management LLP 14K $4.9M
Natixis Advisors, LLC 10K $3.5M
Militia Capital Management LLC 10K $3.4M
HRT Financial LP 8,250 $2.8M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Artisan Partners Limited PartnershipActive manager 174K $48M
Woodline Partners LPHedge fund 146K $40.4M
Prana Capital Management, LPHedge fund 61K $17M
Freestone Grove Partners LPHedge fund 58K $16M
Point72 Asset Management, L.P.Hedge fund 44K $12.3M
Bw Gestao De Investimentos Ltda. 33K $9.1M
Aquatic Capital Management LLC 14K $3.8M
Convergence Investment Partners, LLC 11K $3.1M
Candriam S.C.A. 9,228 $2.6M
Entropy Technologies, LP 7,832 $2.2M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
563
Ten largest holders
47.9%
of 13F-reported shares
Index fund managers
30.3%
of 13F-reported shares
Active managers and hedge funds
24.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 28 36 5 9 +270K +4.5%
Index fund managers 2 9 0 0 −232K −2.9%
Other institutions 203 222 69 43 +37K +0.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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