Associated Capital Group
AC was delisted on the 4th of September, 2025.
29 hedge funds and large institutions have $49.7M invested in Associated Capital Group in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 29 → 29 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
0.2% less ownership
Funds ownership: 63.59% → 63.39% (-0.2%)
5% less capital invested
Capital invested by funds: $52.3M → $49.7M (-$2.56M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$295K |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$158K |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$100K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$41.3K |
| 5 |
State Street
Boston,
Massachusetts
|
+$29.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HKAM
Horizon Kinetics Asset Management
New York
|
-$2.09M |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$449K |
| 3 |
QC
Quent Capital
New York
|
-$96.3K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$17.8K |
| 5 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
-$17K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $725 | +$36 | +1 | +5% |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $514 | – | – | – |
|
28
Citigroup
New York
| $206 | -$255 | -7 | -54% |
|
29
Wells Fargo
San Francisco,
California
| $32 | +$36 | +1 | New |
|
|
DAS
30
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$449K | -12,675 | Closed |
|
|
BTI
31
Blue Trust Inc
Alpharetta,
Georgia
| – | -$17K | -500 | Closed |
|
AC Hedge Fund Activity: Q4 2024 in Review
29 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Associated Capital Group (AC) for Q4 2024, worth a combined $49.7M — down 4.9% from $52.3M a quarter earlier.
Fund positioning in AC was balanced in Q4 2024: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 8 trimmed.
The largest buyer was UBS Group, adding an estimated $295K. The largest seller was Horizon Kinetics Asset Management, cutting an estimated $2.09M.
- 29 institutional investors held Associated Capital Group (AC) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $49.7M of Associated Capital Group stock for Q4 2024, down 4.9% quarter-over-quarter.
- 4 funds opened new Associated Capital Group positions in Q4 2024 and 4 closed out, a net change of 0 holders.
- The largest Associated Capital Group buyer in Q4 2024 was UBS Group, an estimated $295K added.
- The largest Associated Capital Group seller in Q4 2024 was Horizon Kinetics Asset Management, an estimated $2.09M sold.
Based on aggregated 13F filings for Q4 2024.