CONGRESS ASSET MANAGEMENT CO - AFFILIATED MANAGERS GROUP ownership

AFFILIATED MANAGERS GROUP's ticker is AMG and the CUSIP is 008252108. A total of 400 filers reported holding AFFILIATED MANAGERS GROUP in Q2 2024. The put-call ratio across all filers is 4.40 and the average weighting 0.1%.

About AFFILIATED MANAGERS GROUP

Affiliated Managers Group (AMG) is a global asset management company that provides investment management services to institutional clients and high net worth individuals. The company operates through a multi-boutique model, which allows it to offer a diverse range of investment strategies across various asset classes.

AMG's business model is unique in the asset management industry, as it partners with leading boutique investment firms and provides them with access to its global distribution network, operational infrastructure, and risk management expertise. This approach has allowed AMG to build a diversified portfolio of high-quality investment affiliates, which has helped it to generate strong investment performance and attract new clients.

The company's investment affiliates include some of the most respected names in the industry, such as AQR Capital Management, Pantheon, and Tweedy, Browne Company. These affiliates offer a range of investment strategies, including equities, fixed income, alternatives, and multi-asset solutions.

AMG's strong investment performance has helped it to attract a loyal client base, which has driven its growth over the years. The company has a strong balance sheet, with a debt-to-equity ratio of just 0.2, which gives it the financial flexibility to pursue growth opportunities.

In conclusion, AMG's unique business model, diversified portfolio of investment affiliates, and strong investment performance make it an attractive investment opportunity for investors looking to gain exposure to the asset management industry.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
CONGRESS ASSET MANAGEMENT CO ownership history of AFFILIATED MANAGERS GROUP
ValueSharesWeighting
Q3 2018$4,598,000
-4.0%
33,631
+4.4%
0.06%
-10.6%
Q2 2018$4,791,000
-27.9%
32,226
-8.0%
0.07%
-29.0%
Q1 2018$6,643,000
+2.4%
35,038
+10.8%
0.09%
-2.1%
Q4 2017$6,489,000
+8.2%
31,613
+0.0%
0.10%
+2.2%
Q3 2017$5,998,000
+17.9%
31,599
+3.0%
0.09%
+2.2%
Q2 2017$5,088,000
+0.3%
30,678
-0.9%
0.09%
-6.2%
Q1 2017$5,073,000
+12.3%
30,944
-0.4%
0.10%
+2.1%
Q4 2016$4,516,000
+0.1%
31,078
-0.3%
0.10%
-4.0%
Q3 2016$4,510,00031,1680.10%
Other shareholders
AFFILIATED MANAGERS GROUP shareholders Q2 2024
NameSharesValueWeighting ↓
BRUNI J V & CO /CO 227,600$46,715,0007.89%
EdgePoint Investment Group Inc. 1,912,841$392,611,0005.61%
BARR E S & CO 151,085$31,010,0003.15%
LYRICAL ASSET MANAGEMENT LP 1,167,853$239,702,0002.93%
Poehling Capital Management, INC. 15,893$3,262,0002.77%
ATLANTA CAPITAL MANAGEMENT CO L L C 2,052,330$421,240,0002.21%
Long Road Investment Counsel, LLC 15,110$3,101,0002.14%
ARCADIA INVESTMENT MANAGEMENT CORP/MI 37,023$7,599,0002.13%
SIRIOS CAPITAL MANAGEMENT L P 202,681$41,600,0002.06%
Weil Company, Inc. 10,483$2,152,0001.97%
View complete list of AFFILIATED MANAGERS GROUP shareholders