AMG
Affiliated Managers Group
3 super-investors hold AMG worth a combined $364M. The largest position: John Rogers at 3.3% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 29 — ranked #423 of 724 scored stocks.
Why super-investors own AMG
Ownership of AMG within this cohort is narrow and stable, with three managers holding a combined $364M but the story concentrated almost entirely in one name: John Rogers, whose $294M position represents 3.3% of his portfolio — by far the highest conviction here. Joel Greenblatt holds $68M but at a negligible portfolio weight, and Mason Hawkins carries just $2M. The cohort count has sat at a consistent one core holder for eight consecutive quarters (Rogers), with Hawkins and Greenblatt as peripheral participants. There was zero activity in 2026Q1 — no adds, trims, new entrants, or exits — suggesting neither growing enthusiasm nor deteriorating conviction across the group. Interest is neither rising nor fading; it is essentially static.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2018Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | John Rogers | 3.3% | 31q | $294M | 1,064,030 |
| 2 | Joel Greenblatt | <0.1% | 39q | $68M | 247,220 |
| 3 | Mason Hawkins | 0.1% | 31q | $2M | 5,562 |
Owners of AMG also hold
Long US equity 13F-HR filings only. CUSIP 008252108. Not investment advice.