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AC

Associated Capital Group

Delisted

AC was delisted on the 4th of September, 2025.

27 hedge funds and large institutions have $53M invested in Associated Capital Group in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.19% less ownership

Funds ownership: 66.03%63.84% (-2.2%)

4% less funds holding

Funds holding: 2827 (-1)

15% less capital invested

Capital invested by funds: $62.2M → $53M (-$9.19M)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

73% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 15

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HKAM
1
Horizon Kinetics Asset Management
New York
$34M -$3.43M -102,126 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.28M -$52.5K -1,562 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$3.6M -$52.8K -1,572 -1%
GI
4
GAMCO Investors
Connecticut
$2.52M -$225K -6,700 -8%
MRI
5
Mad River Investors
Massachusetts
$2.06M -$368K -10,950 -15%
BlackRock
6
BlackRock
New York
$1.69M -$6.32K -188 -0.4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$844K
Renaissance Technologies
8
Renaissance Technologies
New York
$782K +$121K +3,597 +18%
Northern Trust
9
Northern Trust
Illinois
$532K -$19.2K -571 -3%
DAS
10
Dynamic Advisor Solutions
Arizona
$410K +$1.01K +30 +0.2%
BCM
11
Bridgeway Capital Management
Texas
$360K +$33.6K +1,000 +10%
State Street
12
State Street
Massachusetts
$338K -$53.7K -1,600 -13%
QC
13
Quent Capital
New York
$222K +$228K +6,773 New
US Bancorp
14
US Bancorp
Minnesota
$144K
Bank of America
15
Bank of America
North Carolina
$102K -$3.73K -111 -3%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$38.6K -$15.6K -465 -28%
Morgan Stanley
17
Morgan Stanley
New York
$33K -$27.2K -810 -45%
RhumbLine Advisers
18
RhumbLine Advisers
Massachusetts
$18K
UBS Group
19
UBS Group
Switzerland
$14.9K -$1.48K -44 -9%
NA
20
NewEdge Advisors
Louisiana
$7.26K +$67 +2 +0.9%
SPIA
21
Steward Partners Investment Advisory
New York
$4.84K
Wells Fargo
22
Wells Fargo
California
$2.97K -$34 -1 -1%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$2.75K -$235 -7 -8%
FFA
24
Farther Finance Advisors
California
$1.62K
Citigroup
25
Citigroup
New York
$687 -$3.96K -118 -85%

AC Hedge Fund Activity: Q1 2024 in Review

27 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Associated Capital Group (AC) for Q1 2024, worth a combined $53M — down 15% from $62.2M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of AC and 1 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 4 added.

The largest buyer was Quent Capital, opening a new position worth an estimated $228K. The largest seller was Horizon Kinetics Asset Management, cutting an estimated $3.43M.

  • 27 institutional investors held Associated Capital Group (AC) as of Q1 2024, down from 28 in Q4 2023.
  • Funds reported $53M of Associated Capital Group stock for Q1 2024, down 15% quarter-over-quarter.
  • 1 fund opened new Associated Capital Group positions in Q1 2024 and 2 closed out, a net change of -1 holder.
  • The largest Associated Capital Group buyer in Q1 2024 was Quent Capital, an estimated $228K added.
  • The largest Associated Capital Group seller in Q1 2024 was Horizon Kinetics Asset Management, an estimated $3.43M sold.

Based on aggregated 13F filings for Q1 2024.