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AAMI

Acadian Asset Management

171 hedge funds and large institutions have $797M invested in Acadian Asset Management in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,878% more call options, than puts

Call options by funds: $791K | Put options by funds: $40K

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

18% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 57

6% more funds holding

Funds holding: 162171 (+9)

1.44% more ownership

Funds ownership: 98.73%100.18% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $798M → $797M (-$902K)

Holders
171
Holders Change
+9
Holders Change %
+5.56%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
67
Reduced
57
Closed
16
Calls
$791K
Puts
$40K
Net Calls
+$751K
Net Calls Change
-$631K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
151
Russell Investments Group
United Kingdom
$9.85K +$9.08K +514 New
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$7K -$1.17K -66 -15%
EWA
153
EverSource Wealth Advisors
Alabama
$5.83K
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$5.08K +$1.45K +82 +45%
EBA
155
Eagle Bay Advisors
New York
$3.97K -$442 -25 -11%
Bessemer Group
156
Bessemer Group
New Jersey
$3K +$2.47K +140 New
GI
157
GAMMA Investing
California
$2.81K +$2.24K +127 New
Osaic Holdings
158
Osaic Holdings
Arizona
$1.88K +$247 +14 +17%
MPWT
159
MassMutual Private Wealth & Trust
Connecticut
$1.71K +$353 +20 +29%
FHA
160
First Horizon Advisors
Tennessee
$1.59K
GWS
161
Glassman Wealth Services
Virginia
$1.26K +$1.17K +66 New
PWMG
162
Private Wealth Management Group
New Jersey
$1.15K +$1.06K +60 New
HFM
163
Harvest Fund Management
China
$1K -$14.3K -810 -95%
BTI
164
Blue Trust Inc
Georgia
$1K +$671 +38 New
AF
165
Allworth Financial
California
$978 -$1.38K -78 -60%
FFA
166
Farther Finance Advisors
California
$786 -$742 -42 -51%
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$632
FMII
168
Farmers & Merchants Investments Inc
Nebraska
$402
VCM
169
Versant Capital Management
Arizona
$230 +$212 +12 New
PA
170
Parallel Advisors
California
$134 -$5.23K -296 -98%
VNIM
171
Vaughan Nelson Investment Management
Texas
-$16.6M -854,267 Closed
IP
172
Interval Partners
New York
-$1.82M -94,030 Closed
Assenagon Asset Management
173
Assenagon Asset Management
Luxembourg
-$1.4M -72,396 Closed
Natixis Advisors
174
Natixis Advisors
Massachusetts
-$1.22M -62,834 Closed
AIC
175
Aurora Investment Counsel
Georgia
-$1.21M -62,473 Closed

AAMI Hedge Fund Activity: Q4 2023 in Review

171 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Acadian Asset Management (AAMI) for Q4 2023, worth a combined $797M — down 0.11% from $798M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new AAMI positions and 16 closed out — a net gain of 10 holders — while 67 added to existing stakes and 57 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.8M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $16.6M sold.

  • 171 institutional investors held Acadian Asset Management (AAMI) as of Q4 2023, up from 162 in Q3 2023.
  • Funds reported $797M of Acadian Asset Management stock for Q4 2023, down 0.11% quarter-over-quarter.
  • 26 funds opened new Acadian Asset Management positions in Q4 2023 and 16 closed out, a net change of +10 holders.
  • The largest Acadian Asset Management buyer in Q4 2023 was Morgan Stanley, an estimated $11.8M added.
  • The largest Acadian Asset Management seller in Q4 2023 was Vaughan Nelson Investment Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q4 2023.