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AAMI

Acadian Asset Management

144 hedge funds and large institutions have $849M invested in Acadian Asset Management in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

725% more call options, than puts

Call options by funds: $693K | Put options by funds: $84K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

34% more capital invested

Capital invested by funds: $635M → $849M (+$213M)

0.51% less ownership

Funds ownership: 102.75%102.25% (-0.51%)

10% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 52

5% less funds holding

Funds holding: 151144 (-7)

24% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 25

Holders
144
Holders Change
-7
Holders Change %
-4.64%
% of All Funds
2.31%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
19
Increased
47
Reduced
52
Closed
25
Calls
$693K
Puts
$84K
Net Calls
+$609K
Net Calls Change
-$47K
Name Holding Trade Value Shares
Change
Change in
Stake
LC
126
Lindbrook Capital
California
$9.8K +$3.59K +190 +66%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$9K +$5.53K +293 +208%
EWA
128
EverSource Wealth Advisors
Alabama
$8.15K +$7.48K +396 New
TRCT
129
Tower Research Capital (TRC)
New York
$7K -$105K -5,582 -94%
EBA
130
Eagle Bay Advisors
New York
$4.82K
C
131
Covestor
United Kingdom
$4K +$3.32K +176 +1,760%
FHA
132
First Horizon Advisors
Tennessee
$3.89K
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$3.77K
PFBT
134
Parkside Financial Bank & Trust
Missouri
$3.27K
Osaic Holdings
135
Osaic Holdings
Arizona
$3K -$2.98K -158 -57%
FFA
136
Farther Finance Advisors
California
$1.71K +$1.57K +83 New
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$1K
MPWT
138
MassMutual Private Wealth & Trust
Connecticut
$1K +$1.3K +69 New
AF
139
Allworth Financial
California
$597 +$548 +29 New
BAAM
140
Baker Avenue Asset Management
California
$597 +$548 +29 New
SWA
141
Sutton Wealth Advisors
Florida
$473
FMII
142
Farmers & Merchants Investments Inc
Nebraska
$432
EI
143
Ellevest Inc
New York
$329 +$302 +16 New
ECM
144
ExodusPoint Capital Management
New York
-$6.09M -408,642 Closed
Nordea Investment Management
145
Nordea Investment Management
Sweden
-$6.09M -398,302 Closed
TAM
146
Third Avenue Management
New York
-$2.06M -137,908 Closed
Verition Fund Management
147
Verition Fund Management
Connecticut
-$1.96M -131,628 Closed
First Trust Advisors
148
First Trust Advisors
Illinois
-$1.94M -129,991 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
149
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$937K -62,855 Closed
OQS
150
Occudo Quantitative Strategies
Florida
-$617K -41,367 Closed

AAMI Hedge Fund Activity: Q4 2022 in Review

144 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Acadian Asset Management (AAMI) for Q4 2022, worth a combined $849M — up 34% from $635M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of AAMI and 19 opened new positions — a net loss of 6 holders — while 52 trimmed existing stakes and 47 added.

The largest buyer was North Reef Capital Management, adding an estimated $9.58M. The largest seller was Jennison Associates, cutting an estimated $6.63M.

  • 144 institutional investors held Acadian Asset Management (AAMI) as of Q4 2022, down from 151 in Q3 2022.
  • Funds reported $849M of Acadian Asset Management stock for Q4 2022, up 34% quarter-over-quarter.
  • 19 funds opened new Acadian Asset Management positions in Q4 2022 and 25 closed out, a net change of -6 holders.
  • The largest Acadian Asset Management buyer in Q4 2022 was North Reef Capital Management, an estimated $9.58M added.
  • The largest Acadian Asset Management seller in Q4 2022 was Jennison Associates, an estimated $6.63M sold.

Based on aggregated 13F filings for Q4 2022.