affiliated managers group, inc. (nyse: amg) is a global asset management company with equity investments in leading boutique investment management firms (our “affiliates”). for two decades, we have partnered with the highest quality investment management firms using direct equity ownership in a framework that closely aligns our interests with those of our affiliate partners. while providing our affiliates with continued operational autonomy, we also help them to leverage the benefits of amg’s global scale in product distribution, operations and technology to enhance their growth and capabilities. as of june 30, 2015, the aggregate assets under management of amg’s affiliates were approximately $650 billion, pro forma for a pending investment, in more than 500 investment products across a broad range of investment styles, asset classes and distribution channels.
Company profile
Ticker
AMG, MGRB, MGRD, MGRE, MGR
Exchange
Website
CEO
Jay Horgen
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
AFFILIATED MANAGERS GROUP INC
SEC CIK
Corporate docs
Subsidiaries
Abacos Atlantic Holdings Ltd. • Abacus Capital Group LLC • Abax Investments Proprietary Limited, a limited • Affiliated Managers Group (Asia) Limited • Affiliated Managers Group (Europe) Limited • Affiliated Managers Group • Affiliated Managers Group Korea LLC • Affiliated Managers Group Limited, a limited company incorporated • Affiliated Managers Group Pty Ltd, a limited company incorporated in Australia • AMG 2014 Capital LLC ...
IRS number
43218510
AMG stock data
Latest filings (excl ownership)
ARS
2023 FY
Annual report to shareholders
12 Apr 24
DEFA14A
Additional proxy soliciting materials
12 Apr 24
DEF 14A
Definitive proxy
12 Apr 24
8-K
AMG Names Thomas M. Wojcik as Chief Operating Officer and Dava E. Ritchea as Chief Financial Officer
25 Mar 24
CERT
Certification of approval for exchange listing
22 Mar 24
8-A12B
Registration of securities on exchange
20 Mar 24
8-K
Entry into a Material Definitive Agreement
20 Mar 24
424B5
Prospectus supplement for primary offering
15 Mar 24
FWP
Free writing prospectus
14 Mar 24
424B3
Prospectus supplement
14 Mar 24
Transcripts
AMG
Earnings call transcript
2023 Q4
5 Feb 24
AMG
Earnings call transcript
2023 Q3
6 Nov 23
AMG
Earnings call transcript
2023 Q2
26 Jul 23
AMG
Earnings call transcript
2023 Q2
26 Jul 23
AMG
Earnings call transcript
2023 Q1
1 May 23
AMG
Earnings call transcript
2023 Q1
1 May 23
AMG
Earnings call transcript
2022 Q4
6 Feb 23
AMG
Earnings call transcript
2022 Q3
7 Nov 22
AMG
Earnings call transcript
2022 Q2
1 Aug 22
AMG
Earnings call transcript
2022 Q1
2 May 22
Latest ownership filings
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 353 |
Opened positions | 34 |
Closed positions | 53 |
Increased positions | 117 |
Reduced positions | 149 |
13F shares | Current |
---|---|
Total value | 4.07 tn |
Total shares | 32.48 mm |
Total puts | 19.70 k |
Total calls | 15.40 k |
Total put/call ratio | 1.3 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 3.80 mm | $495.64 bn |
BLK Blackrock | 3.36 mm | $438.51 bn |
MS Morgan Stanley | 2.47 mm | $322.54 bn |
Clarkston Capital Partners | 2.25 mm | $293.33 bn |
EdgePoint Investment | 1.83 mm | $238.84 bn |
FMR | 1.58 mm | $206.24 bn |
STT State Street | 1.26 mm | $164.40 bn |
Ariel Investments | 1.19 mm | $154.86 bn |
MFC Manulife Financial | 1.11 mm | $108.45 mm |
Southeastern Asset Management | 908.04 k | $118.35 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
28 Mar 24 | Churchill Dwight D. | Common Stock | Payment of exercise | Dispose F | No | No | 167.47 | 4,702 | 787.44 k | 24,403 |
28 Mar 24 | Churchill Dwight D. | Common Stock | Option exercise | Acquire M | No | No | 69.63 | 1,679 | 116.91 k | 29,105 |
28 Mar 24 | Churchill Dwight D. | Common Stock | Option exercise | Acquire M | No | No | 82.07 | 2,958 | 242.76 k | 27,426 |
28 Mar 24 | Churchill Dwight D. | Common Stock | Option exercise | Acquire M | No | No | 86.78 | 2,661 | 230.92 k | 24,468 |
28 Mar 24 | Churchill Dwight D. | Common Stock | Option exercise | Acquire M | No | No | 110.02 | 1,787 | 196.61 k | 21,807 |
28 Mar 24 | Churchill Dwight D. | Director Stock Option Common Stock | Option exercise | Dispose M | No | No | 69.63 | 1,679 | 116.91 k | 560 |
28 Mar 24 | Churchill Dwight D. | Director Stock Option Common Stock | Option exercise | Dispose M | No | No | 82.07 | 2,958 | 242.76 k | 0 |
28 Mar 24 | Churchill Dwight D. | Director Stock Option Common Stock | Option exercise | Dispose M | No | No | 86.78 | 2,661 | 230.92 k | 0 |
28 Mar 24 | Churchill Dwight D. | Director Stock Option Common Stock | Option exercise | Dispose M | No | No | 110.02 | 1,787 | 196.61 k | 0 |
5 Mar 24 | Tracy A Atkinson | Common Stock | Option exercise | Acquire M | No | No | 0 | 544 | 0.00 | 4,020 |
News
Barrington Research Maintains Outperform on Affiliated Managers Group, Raises Price Target to $190
9 Apr 24
Looking Into Affiliated Managers Group's Recent Short Interest
8 Mar 24
Decision on BlackRock (BLK) Ether ETF Application Delayed Again
6 Mar 24
Looking Into Affiliated Managers Group's Recent Short Interest
20 Feb 24
Tuesday Is Your Last Chance To Buy Affiliated Managers Group Before The Dividend Payout
9 Feb 24
Press releases
Third Avenue Real Estate Value UCITS Named Best Global Real Estate Fund by LSEG Lipper
24 Apr 24
AMG Names Thomas M. Wojcik as Chief Operating Officer and Dava E. Ritchea as Chief Financial Officer
25 Mar 24
Third Avenue Management Named 2024 Best Equity Fund Family Group by LSEG Lipper
14 Mar 24
Third Avenue Launches Global Value UCITS For Non-U.S. Investors
26 Feb 24
AMG Reports Financial and Operating Results for the Fourth Quarter and Full Year 2023
5 Feb 24