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AAMI

Acadian Asset Management

156 hedge funds and large institutions have $864M invested in Acadian Asset Management in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 55 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,600% more call options, than puts

Call options by funds: $428K | Put options by funds: $4K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.15% less ownership

Funds ownership: 99.63%99.48% (-0.15%)

8% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 60

5% less funds holding

Funds holding: 165156 (-9)

12% less capital invested

Capital invested by funds: $982M → $864M (-$118M)

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

Holders
156
Holders Change
-9
Holders Change %
-5.45%
% of All Funds
2.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
55
Reduced
60
Closed
18
Calls
$428K
Puts
$4K
Net Calls
+$424K
Net Calls Change
-$294K
Name Holding Trade Value Shares
Change
Change in
Stake
PC
1
Paulson & Co
New York
$188M
BlackRock
2
BlackRock
New York
$109M +$3.27M +147,036 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$58.1M -$2.33M -104,698 -4%
ECP
4
Empyrean Capital Partners
California
$39.4M
NRCM
5
North Reef Capital Management
California
$35M +$10.3M +462,096 +38%
ACL
6
Azora Capital LP
Florida
$34.1M +$6.57M +295,197 +22%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$33.4M -$29M -1,303,925 -45%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$27.7M +$548K +24,615 +2%
State Street
9
State Street
Massachusetts
$27.4M -$102K -4,593 -0.4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$24.3M +$320K +14,360 +1%
VNIM
11
Vaughan Nelson Investment Management
Texas
$22.9M -$62.7K -2,817 -0.3%
MP
12
Mangrove Partners
Connecticut
$21.8M
Impax Asset Management Group
13
Impax Asset Management Group
United Kingdom
$18.3M
Charles Schwab
14
Charles Schwab
California
$13.4M +$389K +17,469 +3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$12.9M +$566K +25,437 +4%
Millennium Management
16
Millennium Management
New York
$11.6M +$8.33M +374,012 +207%
Jennison Associates
17
Jennison Associates
New York
$9.92M +$256K +11,489 +2%
N
18
Nuveen
North Carolina
$9.69M +$248K +11,130 +2%
Morgan Stanley
19
Morgan Stanley
New York
$8.32M +$1.3M +58,266 +17%
SAI
20
Systematic Alpha Investments
New Jersey
$7.75M
Bank of New York Mellon
21
Bank of New York Mellon
New York
$7.04M -$462K -20,769 -6%
Northern Trust
22
Northern Trust
Illinois
$7M +$3.41K +153 +0%
Norges Bank
23
Norges Bank
Norway
$6.28M -$3.39M -152,400 -34%
SFM
24
Soros Fund Management
New York
$5.16M
Invesco
25
Invesco
Georgia
$5.13M +$524K +23,548 +11%

AAMI Hedge Fund Activity: Q2 2023 in Review

156 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Acadian Asset Management (AAMI) for Q2 2023, worth a combined $864M — down 12% from $982M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of AAMI and 9 opened new positions — a net loss of 9 holders — while 60 trimmed existing stakes and 55 added.

The largest buyer was North Reef Capital Management, adding an estimated $10.3M. The largest seller was Fidelity Investments, cutting an estimated $29M.

  • 156 institutional investors held Acadian Asset Management (AAMI) as of Q2 2023, down from 165 in Q1 2023.
  • Funds reported $864M of Acadian Asset Management stock for Q2 2023, down 12% quarter-over-quarter.
  • 9 funds opened new Acadian Asset Management positions in Q2 2023 and 18 closed out, a net change of -9 holders.
  • The largest Acadian Asset Management buyer in Q2 2023 was North Reef Capital Management, an estimated $10.3M added.
  • The largest Acadian Asset Management seller in Q2 2023 was Fidelity Investments, an estimated $29M sold.

Based on aggregated 13F filings for Q2 2023.