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
MGR, AMG, MGRB, MGRE, MGRD
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
MGR stock data
Latest filings (excl ownership)
8-K
Entry into a Material Definitive Agreement
20 Aug 24
424B5
Prospectus supplement for primary offering
16 Aug 24
FWP
Free writing prospectus
15 Aug 24
424B5
Prospectus supplement for primary offering
15 Aug 24
10-Q
2024 Q2
Quarterly report
2 Aug 24
8-K
Departure of Directors or Certain Officers
2 Aug 24
8-K
AMG Reports Financial and Operating Results
29 Jul 24
8-K
Submission of Matters to a Vote of Security Holders
24 May 24
10-Q
2024 Q1
Quarterly report
7 May 24
8-K
AMG Reports Financial and Operating Results for the First Quarter of 2024
6 May 24
Transcripts
MGR
Earnings call transcript
2024 Q2
29 Jul 24
MGR
Earnings call transcript
2024 Q1
6 May 24
MGR
Earnings call transcript
2023 Q4
5 Feb 24
MGR
Earnings call transcript
2023 Q3
6 Nov 23
MGR
Earnings call transcript
2023 Q2
26 Jul 23
MGR
Earnings call transcript
2023 Q2
26 Jul 23
MGR
Earnings call transcript
2023 Q1
1 May 23
MGR
Earnings call transcript
2023 Q1
1 May 23
MGR
Earnings call transcript
2022 Q4
6 Feb 23
MGR
Earnings call transcript
2022 Q3
7 Nov 22
Latest ownership filings
4
Jay C. Horgen
20 Aug 24
4
Thomas M Wojcik
20 Aug 24
4
Rizwan M Jamal
20 Aug 24
144
Notice of proposed sale of securities
19 Aug 24
144
Notice of proposed sale of securities
16 Aug 24
4
Tracy P. Palandjian
16 Aug 24
4
Reuben Jeffery III
16 Aug 24
4
Rodriguez Felix V. Matos
16 Aug 24
4
Dwight D. Churchill
16 Aug 24
4
David Christopher Ryan
16 Aug 24
Financial summary
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Diluted EPS |
Annual (USD) | Dec 23 | Dec 22 | Dec 21 | Dec 20 | |
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Institutional ownership, Q2 2024
13F holders | Current |
---|---|
Total holders | 406 |
Opened positions | 65 |
Closed positions | 49 |
Increased positions | 123 |
Reduced positions | 147 |
13F shares | Current |
---|---|
Total value | 4.40 tn |
Total shares | 30.39 mm |
Total puts | 33.86 k |
Total calls | 7.70 k |
Total put/call ratio | 4.4 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 3.47 mm | $542.67 bn |
BLK BlackRock | 3.08 mm | $480.97 bn |
MS Morgan Stanley | 2.21 mm | $346.01 bn |
Clarkston Capital Partners | 1.83 mm | $285.65 bn |
Ariel Investments | 1.44 mm | $225.41 bn |
MFC Manulife Financial | 1.11 mm | $108.45 mm |
STT State Street | 1.03 mm | $161.12 bn |
Dimensional Fund Advisors | 826.12 k | $129.07 bn |
Southeastern Asset Management | 795.25 k | $124.24 bn |
Boston Partners | 720.79 k | $112.63 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
20 Aug 24 | Jay C. Horgen | Common Stock | Sell | Dispose S | No | No | 169.93 | 9,300 | 1.58 mm | 367,976 |
19 Aug 24 | Jay C. Horgen | Common Stock | Sell | Dispose S | No | No | 171.98 | 9,000 | 1.55 mm | 377,276 |
19 Aug 24 | Jay C. Horgen | Common Stock | Payment of exercise | Dispose F | No | No | 172 | 132,728 | 22.83 mm | 386,276 |
19 Aug 24 | Jay C. Horgen | Common Stock | Option exercise | Acquire M | No | No | 74.49 | 200,000 | 14.90 mm | 519,004 |
19 Aug 24 | Jay C. Horgen | Employee Stock Option Common Stock | Option exercise | Dispose M | No | No | 74.49 | 200,000 | 14.90 mm | 400,000 |
16 Aug 24 | Rizwan M Jamal | Common Stock | Sell | Dispose S | No | No | 172.89 | 8,622 | 1.49 mm | 128,457 |
16 Aug 24 | Rizwan M Jamal | Common Stock | Payment of exercise | Dispose F | No | No | 172.25 | 303,224 | 52.23 mm | 137,079 |
16 Aug 24 | Rizwan M Jamal | Common Stock | Option exercise | Acquire M | No | No | 74.49 | 428,807 | 31.94 mm | 440,303 |
16 Aug 24 | Rizwan M Jamal | Employee Stock Option Common Stock | Option exercise | Dispose M | No | No | 74.49 | 428,807 | 31.94 mm | 0 |
16 Aug 24 | Thomas M Wojcik | Common Stock | Sell | Dispose S | No | No | 172.71 | 4,786 | 826.59 k | 84,392 |
News
Breaking Down Affiliated Managers Group: 7 Analysts Share Their Views
15 Aug 24
Deutsche Bank Maintains Buy on Affiliated Managers Group, Raises Price Target to $205
15 Aug 24
Assessing Affiliated Managers Group: Insights From 8 Financial Analysts
30 Jul 24
Deutsche Bank Maintains Buy on Affiliated Managers Group, Raises Price Target to $202
30 Jul 24
TD Cowen Maintains Buy on Affiliated Managers Group, Raises Price Target to $226
30 Jul 24