13F-NT: Affiliated Managers Group Files 13F Notice for Q1 2024, Disclaiming Beneficial Ownership

Affiliated Managers Group (AMG) filed a 13F notice for the quarter ended March 31, 2024, indicating that its affiliated investment management firms independently manage their holdings and AMG disclaims beneficial ownership.

Summary

• Affiliated Managers Group, Inc. (AMG) has filed a Form 13F notice for the calendar quarter ended March 31, 2024.
• The filing indicates that AMG is a majority owner of certain affiliated institutional investment management firms.
• AMG expressly disclaims beneficial ownership of all reported securities.
• Each AMG affiliate exercises voting and investment power independently of AMG and each other.
• The filing includes a list of other managers reporting for AMG, including AMG Funds LLC, Artemis Investment Management LLP, and others.

Sentiment

Score: 5

Explanation: The document is a routine regulatory filing, so the sentiment is neutral.

Future Outlook

There is no future outlook provided in this document.

Management Comments

• AMG expressly disclaims beneficial ownership of all reported securities.
• Each AMG affiliate exercises such power independently of AMG and each other.

Industry Context

Form 13F filings are required for institutional investment managers with at least $100 million in assets under management, providing transparency into their holdings.

Stakeholder Impact

• The filing provides transparency to shareholders regarding the holdings of AMG's affiliated investment managers.

Key Dates