Amendment: SEC Form SC 13G/A filed by Affiliated Managers Group Inc.

11/6/24 5:16:44 PM ET

Investment Managers

Finance

Get the next $AMG alert in real time by email

SC 13G/A 1 AffiliatedManagersAMG.txt MS AMENDMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.5)* AFFILIATED MANAGERS GROUP, INC. ----------------------------------------------------- (Name of Issuer) Common Stock ----------------------------------------------------- (Title of Class of Securities) 008252108 ----------------------------------------------------- (CUSIP Number) September 30, 2024 ----------------------------------------------------- (Date Of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [x] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB control number. SEC 1745 (3-06) CUSIP No.008252108 13G Page 2 of 9 Pages -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: I.R.S. IDENTIFICATION NO. OF ABOVE PERSON: Morgan Stanley I.R.S. # 36-3145972 -------------------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP: (a) [ ] (b) [ ] -------------------------------------------------------------------------------- 3. SEC USE ONLY: -------------------------------------------------------------------------------- 4. CITIZENSHIP OR PLACE OF ORGANIZATION: Delaware. -------------------------------------------------------------------------------- NUMBER OF 5. SOLE VOTING POWER: SHARES 0 BENEFICIALLY -------------------------------------------------------------- OWNED BY 6. SHARED VOTING POWER: EACH 2,195,982 REPORTING -------------------------------------------------------------- PERSON 7. SOLE DISPOSITIVE POWER: WITH: 0 -------------------------------------------------------------- 8. SHARED DISPOSITIVE POWER: 2,281,741 -------------------------------------------------------------------------------- 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON: 2,380,121 -------------------------------------------------------------------------------- 10. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES: [ ] -------------------------------------------------------------------------------- 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9): 8.0% -------------------------------------------------------------------------------- 12. TYPE OF REPORTING PERSON: HC, CO -------------------------------------------------------------------------------- CUSIP No.008252108 13G Page 3 of 9 Pages -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: I.R.S. IDENTIFICATION NO. OF ABOVE PERSON: Atlanta Capital Management Company, LLC I.R.S. # 58-2236910 -------------------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP: (a) [ ] (b) [ ] -------------------------------------------------------------------------------- 3. SEC USE ONLY: -------------------------------------------------------------------------------- 4. CITIZENSHIP OR PLACE OF ORGANIZATION: Delaware. -------------------------------------------------------------------------------- NUMBER OF 5. SOLE VOTING POWER: SHARES 0 BENEFICIALLY -------------------------------------------------------------- OWNED BY 6. SHARED VOTING POWER: EACH 1,941,647 REPORTING -------------------------------------------------------------- PERSON 7. SOLE DISPOSITIVE POWER: WITH: 0 -------------------------------------------------------------- 8. SHARED DISPOSITIVE POWER: 2,013,416 -------------------------------------------------------------------------------- 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON: 2,105,679 -------------------------------------------------------------------------------- 10. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES: [ ] -------------------------------------------------------------------------------- 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9): 7.1% -------------------------------------------------------------------------------- 12. TYPE OF REPORTING PERSON: IA -------------------------------------------------------------------------------- CUSIP No.008252108 13G Page 4 of 9 Pages -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: I.R.S. IDENTIFICATION NO. OF ABOVE PERSON: Eaton Vance Atlanta Capital SMID-Cap Fund I.R.S. # 04-2325690 -------------------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP: (a) [ ] (b) [ ] -------------------------------------------------------------------------------- 3. SEC USE ONLY: -------------------------------------------------------------------------------- 4. CITIZENSHIP OR PLACE OF ORGANIZATION: Massachusetts. -------------------------------------------------------------------------------- NUMBER OF 5. SOLE VOTING POWER: SHARES 0 BENEFICIALLY -------------------------------------------------------------- OWNED BY 6. SHARED VOTING POWER: EACH 1,510,069 REPORTING -------------------------------------------------------------- PERSON 7. SOLE DISPOSITIVE POWER: WITH: 0 -------------------------------------------------------------- 8. SHARED DISPOSITIVE POWER: 1,510,069 -------------------------------------------------------------------------------- 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON: 1,510,069 -------------------------------------------------------------------------------- 10. CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES: [ ] -------------------------------------------------------------------------------- 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9): 5.1% -------------------------------------------------------------------------------- 12. TYPE OF REPORTING PERSON: IV -------------------------------------------------------------------------------- CUSIP No.008252108 13G Page 5 of 9 Pages -------------------------------------------------------------------------------- Item 1. (a) Name of Issuer: AFFILIATED MANAGERS GROUP, INC. -------------------------------------------------------------- (b) Address of Issuer's Principal Executive Offices: 777 SOUTH FLAGLER DRIVE SUITE 1401 EAST TOWER WEST PALM BEACH FL 33401 UNITED STATES OF AMERICA -------------------------------------------------------------- Item 2. (a) Name of Person Filing: (1) Morgan Stanley (2) Atlanta Capital Management Company, LLC (3) Eaton Vance Atlanta Capital SMID-Cap Fund -------------------------------------------------------------- (b) Address of Principal Business Office, or if None, Residence: (1) 1585 Broadway, New York, NY 10036 (2) 1075 Peachtree Street, Suite 2100, Atlanta, GA 30309 (3) Two International Place, Boston MA, 02110 -------------------------------------------------------------- (c) Citizenship: (1) Delaware. (2) Delaware. (3) Massachusetts. -------------------------------------------------------------- (d) Title of Class of Securities: Common Stock -------------------------------------------------------------- (e) CUSIP Number: 008252108 -------------------------------------------------------------- Item 3. If this statement is filed pursuant to Sections 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a: (a) [ ] Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o). (b) [ ] Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c). (c) [ ] Insurance company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c). (d) [x] Investment company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8). (e) [x] An investment adviser in accordance with Sections 240.13d-1(b)(1)(ii)(E); (f) [ ] An employee benefit plan or endowment fund in accordance with Section 240.13d-1(b)(1)(ii)(F); (g) [x] A parent holding company or control person in accordance with Section 240.13d-1(b)(1)(ii)(G); (h) [ ] A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) [ ] A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); (j) [ ] A non-U.S. institution in accordance with section 240.13d-1(b)(1)(ii)(J); (k) [ ] Group, in accordance with sections 240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with sections 240.13d-1(b)(1)(ii)(J), please specify the type of institution: Not Applicable CUSIP No.008252108 13G Page 6 of 9 Pages -------------------------------------------------------------------------------- Item 4. Ownership as of September 30, 2024.* (a) Amount beneficially owned: See the response(s) to Item 9 on the attached cover page(s). (b) Percent of Class: See the response(s) to Item 11 on the attached cover page(s). (c) Number of shares as to which such person has: (i) Sole power to vote or to direct the vote: See the response(s) to Item 5 on the attached cover page(s). (ii) Shared power to vote or to direct the vote: See the response(s) to Item 6 on the attached cover page(s). (iii) Sole power to dispose or to direct the disposition of: See the response(s) to Item 7 on the attached cover page(s). (iv) Shared power to dispose or to direct the disposition of: See the response(s) to Item 8 on the attached cover page(s). Item 5. Ownership of Five Percent or Less of a Class. Not Applicable Item 6. Ownership of More Than Five Percent on Behalf of Another Person. Not Applicable Item 7. Identification and Classification of the Subsidiary which Acquired the Security Being Reported on By the Parent Holding Company. See Exhibit 99.2 Item 8. Identification and Classification of Members of the Group. Not Applicable Item 9. Notice of Dissolution of Group. Not Applicable Item 10. Certification. (1) By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect. * In Accordance with the Securities and Exchange Commission Release No. 34-39538 (January 12, 1998) (the "Release"), this filing reflects the securities beneficially owned, or that may be deemed to be beneficially owned, by certain operating units (collectively, the "MS Reporting Units") of Morgan Stanley and its subsidiaries and affiliates (collectively, "MS"). This filing does not reflect securities, if any, beneficially owned by any operating units of MS whose ownership of securities is disaggregated from that of the MS Reporting Units in accordance with the Release. CUSIP No.008252108 13G Page 7 of 9 Pages -------------------------------------------------------------------------------- Signature After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Date: November 06, 2024 Signature: /s/ Christopher O'Hara -------------------------------------------------------------------- Name/Title: Christopher O'Hara/Authorized Signatory, Morgan Stanley -------------------------------------------------------------------- MORGAN STANLEY Date: November 06, 2024 Signature: /s/ Kelly Williams -------------------------------------------------------------------- Name/Title: Kelly Williams/Authorized Signatory, Atlanta Capital Management Company, LLC -------------------------------------------------------------------- Atlanta Capital Management Company, LLC Date: November 06, 2024 Signature: /s/ Kelly Williams -------------------------------------------------------------------- Name/Title: Kelly Williams/Authorized Signatory, Eaton Vance Atlanta Capital SMID-Cap Fund -------------------------------------------------------------------- Eaton Vance Atlanta Capital SMID-Cap Fund EXHIBIT NO. EXHIBITS PAGE ----------- ---------- ---- 99.1 Joint Filing Agreement 8 99.2 Item 7 Information 9 * Attention. Intentional misstatements or omissions of fact constitute federal criminal violations (see 18 U.S.C. 1001). CUSIP No.008252108 13G Page 8 of 9 Pages -------------------------------------------------------------------------------- EXHIBIT NO. 99.1 TO SCHEDULE 13G JOINT FILING AGREEMENT --------------------------------------------------- November 06, 2024 --------------------------------------------------- MORGAN STANLEY, Atlanta Capital Management Company, LLC and Eaton Vance Atlanta Capital SMID-Cap Fund hereby agree that, unless differentiated, this Schedule 13G is filed on behalf of each of the parties. MORGAN STANLEY BY: /s/ Christopher O'Hara --------------------------------------------------------------------- Christopher O'Hara/Authorized Signatory, Morgan Stanley Atlanta Capital Management Company, LLC BY: /s/ Kelly Williams --------------------------------------------------------------------- Kelly Williams/Authorized Signatory, Atlanta Capital Management Company, LLC Eaton Vance Atlanta Capital SMID-Cap Fund BY: /s/ Kelly Williams --------------------------------------------------------------------- Kelly Williams/Authorized Signatory, Eaton Vance Atlanta Capital SMID-Cap Fund * Attention. Intentional misstatements or omissions of fact constitute federal criminal violations (see 18 U.S.C. 1001). CUSIP No.008252108 13G Page 9 of 9 Pages -------------------------------------------------------------------------------- EXHIBIT NO. 99.2 ------------------ ITEM 7 INFORMATION The securities being reported on by Morgan Stanley as a parent holding company are owned, or may be deemed to be beneficially owned, by Atlanta Capital Management Company, LLC, a wholly-owned subsidiary of Morgan Stanley, and Eaton Vance Atlanta Capital SMID-Cap Fund.

Get the next $AMG alert in real time by email

Date	Price Target	Rating	Analyst
1/6/2025	$193.00 → $191.00	Buy → Neutral	Goldman
11/5/2024	$226.00 → $177.00	Buy → Hold	TD Cowen
1/4/2024	$185.00	Outperform	TD Cowen
11/28/2022	$149.00 → $192.00	Hold → Buy	Jefferies
11/21/2022	$182.00	Buy	Goldman
10/19/2022	$140.00	Outperform	Credit Suisse
2/18/2022	$190.00 → $183.00	Buy	Deutsche Bank
2/8/2022	$211.00 → $190.00	Buy	Deutsche Bank

Amendment: SEC Form SC 13G/A filed by Affiliated Managers Group Inc.

Chat with this insight

Recent Analyst Ratings for
$AMG

$AMG
Insider Trading

Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

General Counsel & Corp. Sec. Padiyar Kavita exercised 25,000 shares at a strike of $73.81 and covered exercise/tax liability with 17,407 shares, increasing direct ownership by 42% to 25,700 units (SEC Form 4)

Director Churchill Dwight D. covered exercise/tax liability with 1,178 shares and exercised 1,353 shares at a strike of $160.01, increasing direct ownership by 0.64% to 27,632 units (SEC Form 4)

Director Palandjian Tracy P. exercised 4,501 shares at a strike of $118.02 and covered exercise/tax liability with 2,891 shares, increasing direct ownership by 11% to 16,769 units (SEC Form 4)

$AMG
Financials

Live finance-specific insights

AMG Reports Financial and Operating Results for the First Quarter of 2025

AMG to Announce First Quarter Results on May 8, 2025

AMG Reports Financial and Operating Results for the Fourth Quarter and Full Year 2024

$AMG
Press Releases

Fastest customizable press release news feed in the world

AMG Reports Financial and Operating Results for the First Quarter of 2025

AMG and Qualitas Energy Announce Partnership

Peppertree Capital Management to Be Acquired by TPG

$AMG
Analyst Ratings

Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

Affiliated Managers downgraded by Goldman with a new price target

Affiliated Managers downgraded by TD Cowen with a new price target

TD Cowen initiated coverage on Affiliated Managers with a new price target

$AMG
SEC Filings

SEC Form 8-K filed by Affiliated Managers Group Inc.

SEC Form 13F-NT filed by Affiliated Managers Group Inc.

SEC Form 10-Q filed by Affiliated Managers Group Inc.

$AMG
Leadership Updates

Live Leadership Updates

Reuben Jeffery III Appointed as Chair of AMG Board of Directors; Dwight D. Churchill to Continue to Serve on AMG's Board

AMG Appoints Loren M. Starr to its Board of Directors

AMG Appoints David C. Ryan to its Board of Directors

$AMG
Large Ownership Changes

This live feed shows all institutional transactions in real time.