13F-NT: Affiliated Managers Group Files 13F Notice for Q2 2024, Disclaiming Beneficial Ownership

Affiliated Managers Group (AMG) filed a 13F notice for the quarter ended June 30, 2024, indicating that its affiliated investment management firms are independently reporting their holdings.

Summary

• Affiliated Managers Group, Inc. (AMG) has filed a Form 13F notice for the calendar quarter ended June 30, 2024.
• The filing indicates that AMG is a majority owner of certain affiliated institutional investment management firms.
• These affiliated firms are subject to applicable 13F filing requirements and independently report their holdings.
• AMG expressly disclaims beneficial ownership of all reported securities and does not exercise voting or investment power over any reported security.
• 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.

Management Comments

• AMG expressly disclaims beneficial ownership of all reported securities.
• AMG does not exercise voting or investment power over any reported security.
• 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.

Key Dates