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AAMI

Acadian Asset Management

165 hedge funds and large institutions have $982M invested in Acadian Asset Management in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 38 increasing their positions, 71 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,983% more call options, than puts

Call options by funds: $730K | Put options by funds: $12K

367% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 6

16% more capital invested

Capital invested by funds: $849M → $982M (+$133M)

15% more funds holding

Funds holding: 144165 (+21)

2.61% less ownership

Funds ownership: 102.25%99.63% (-2.6%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

46% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 71

Holders
165
Holders Change
+21
Holders Change %
+14.58%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
28
Increased
38
Reduced
71
Closed
6
Calls
$730K
Puts
$12K
Net Calls
+$718K
Net Calls Change
+$109K
Name Holding Trade Value Shares
Change
Change in
Stake
PC
1
Paulson & Co
New York
$211M
BlackRock
2
BlackRock
New York
$119M -$4.26M -181,120 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$68.4M +$2.21M +93,803 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$67.8M -$3.45M -146,797 -5%
ECP
5
Empyrean Capital Partners
California
$44.3M
ACL
6
Azora Capital LP
Florida
$31.4M -$2.83M -120,099 -8%
State Street
7
State Street
Massachusetts
$30.9M +$145K +6,150 +0.5%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$30.6M +$102K +4,333 +0.3%
NRCM
9
North Reef Capital Management
California
$28.4M +$3.17M +134,849 +13%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$27M +$375K +15,921 +1%
VNIM
11
Vaughan Nelson Investment Management
Texas
$25.8M -$240K -10,201 -0.9%
MP
12
Mangrove Partners
Connecticut
$24.5M -$1.78M -75,532 -7%
Impax Asset Management Group
13
Impax Asset Management Group
United Kingdom
$20.6M -$5.88M -249,927 -22%
Charles Schwab
14
Charles Schwab
California
$14.7M +$744K +31,632 +5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$14M +$711K +30,231 +5%
Jennison Associates
16
Jennison Associates
New York
$10.9M -$7.43M -315,801 -41%
Norges Bank
17
Norges Bank
Norway
$10.7M +$3.59M +152,400 +51%
N
18
Nuveen
North Carolina
$10.6M -$607K -25,794 -5%
SAI
19
Systematic Alpha Investments
New Jersey
$8.73M
Man Group
20
Man Group
United Kingdom
$8.49M -$8.03M -341,081 Closed
Bank of New York Mellon
21
Bank of New York Mellon
New York
$8.41M -$488K -20,719 -5%
Morgan Stanley
22
Morgan Stanley
New York
$7.99M -$90.7K -3,855 -1%
Northern Trust
23
Northern Trust
Illinois
$7.88M +$131K +5,561 +2%
SSA
24
Schonfeld Strategic Advisors
New York
$6.87M +$1.89M +80,311 +38%
Ameriprise
25
Ameriprise
Minnesota
$5.86M -$206K -8,740 -3%

AAMI Hedge Fund Activity: Q1 2023 in Review

165 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Acadian Asset Management (AAMI) for Q1 2023, worth a combined $982M — up 16% from $849M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AAMI positions and 6 closed out — a net gain of 22 holders — while 38 added to existing stakes and 71 trimmed.

The largest buyer was Hillsdale Investment Management, opening a new position worth an estimated $4.16M. The largest seller was Man Group, exiting entirely with an estimated $8.03M sold.

  • 165 institutional investors held Acadian Asset Management (AAMI) as of Q1 2023, up from 144 in Q4 2022.
  • Funds reported $982M of Acadian Asset Management stock for Q1 2023, up 16% quarter-over-quarter.
  • 28 funds opened new Acadian Asset Management positions in Q1 2023 and 6 closed out, a net change of +22 holders.
  • The largest Acadian Asset Management buyer in Q1 2023 was Hillsdale Investment Management, an estimated $4.16M added.
  • The largest Acadian Asset Management seller in Q1 2023 was Man Group, an estimated $8.03M sold.

Based on aggregated 13F filings for Q1 2023.