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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
PC
1
Paulson & Co
New York
$171M
BlackRock
2
BlackRock
New York
$104M +$3.36M +190,326 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$51.4M -$602K -34,050 -1%
ACL
4
Azora Capital LP
Florida
$40.5M +$1.57M +88,859 +4%
ECP
5
Empyrean Capital Partners
California
$36M
NRCM
6
North Reef Capital Management
California
$35.9M +$3.1M +175,725 +10%
State Street
7
State Street
Massachusetts
$26.5M -$412K -23,309 -2%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$23M -$418K -23,655 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$21.4M -$27.2K -1,541 -0.1%
Morgan Stanley
10
Morgan Stanley
New York
$20.3M +$11.8M +669,998 +173%
Impax Asset Management Group
11
Impax Asset Management Group
United Kingdom
$20.1M +$1.77M +100,000 +11%
Millennium Management
12
Millennium Management
New York
$19M -$546K -30,905 -3%
Charles Schwab
13
Charles Schwab
California
$14.2M +$1.2M +68,114 +10%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$13M +$515K +29,164 +5%
Jennison Associates
15
Jennison Associates
New York
$11.2M +$1.94M +109,648 +23%
N
16
Nuveen
North Carolina
$8.79M -$18.1K -1,023 -0.2%
Victory Capital Management
17
Victory Capital Management
Texas
$8.68M +$3.45M +195,036 +76%
MP
18
Mangrove Partners
Connecticut
$8.16M -$10.9M -615,227 -59%
Citadel Advisors
19
Citadel Advisors
Florida
$7.22M +$4.21M +238,153 +172%
SAI
20
Systematic Alpha Investments
New Jersey
$7.09M
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$6.89M +$457K +25,857 +8%
Northern Trust
22
Northern Trust
Illinois
$6.73M +$117K +6,614 +2%
SFM
23
Soros Fund Management
New York
$6.63M -$583 -33 -0%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$6.62M -$267K -15,112 -4%
MCM
25
Maltese Capital Management
New York
$5.5M +$39.8K +2,251 +0.8%

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.