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Artisan Partners

332 hedge funds and large institutions have $2.79B invested in Artisan Partners in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 121 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $3.8M

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

20% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 101

6% more funds holding

Funds holding: 313332 (+19)

2% more capital invested

Capital invested by funds: $2.75B → $2.79B (+$43.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.17% less ownership

Funds ownership: 90.85%88.69% (-2.2%)

Holders
332
Holders Change
+19
Holders Change %
+6.07%
% of All Funds
4.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
121
Reduced
101
Closed
34
Calls
$10.4M
Puts
$3.8M
Net Calls
+$6.62M
Net Calls Change
+$849K
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
251
Dogwood Wealth Management
Kansas
$109K +$24.6K +572 +32%
SIS
252
Sound Income Strategies
Florida
$94.4K +$14.1K +329 +19%
KBC Group
253
KBC Group
Belgium
$83K
S
254
SignatureFD
Georgia
$75.3K -$7.3K -170 -9%
CFGS
255
Concourse Financial Group Securities
Alabama
$68K
W
256
WealthCollab
Washington
$67.1K
GRP
257
Global Retirement Partners
California
$64.1K
PTC
258
Private Trust Company
Ohio
$60.7K +$5.75K +134 +11%
HPC
259
HM Payson & Co
Maine
$60.6K +$29K +676 +104%
HCP
260
Hexagon Capital Partners
Arkansas
$49.4K +$18.3K +426 +65%
BFEC
261
Benjamin F. Edwards & Company
Missouri
$48K +$32.2K +750 +247%
BWP
262
Baldwin Wealth Partners
Massachusetts
$45.8K
CWM
263
Cranbrook Wealth Management
Michigan
$45.8K
PS
264
Principal Securities
Iowa
$42.9K +$9.88K +230 +33%
AGWCA
265
Annis Gardner Whiting Capital Advisors
Florida
$37.2K +$34.9K +812 New
EBA
266
Eagle Bay Advisors
New York
$36.2K
SA
267
Scarborough Advisors
Maryland
$35.4K +$515 +12 +2%
Nomura Asset Management
268
Nomura Asset Management
Japan
$35.2K
CBT
269
CoreFirst Bank & Trust
Kansas
$35K
HI
270
Harbour Investments
Wisconsin
$33.7K +$472 +11 +2%
MA
271
MCF Advisors
Kentucky
$31K +$29.1K +677 New
C
272
Covestor
United Kingdom
$30K +$86 +2 +0.3%
Carson Wealth (CWM LLC)
273
Carson Wealth (CWM LLC)
Nebraska
$30K +$1.16K +27 +4%
QCG
274
Quadrant Capital Group
Ohio
$29.9K +$515 +12 +2%
CFD
275
Creative Financial Designs
Indiana
$29.6K +$429 +10 +2%

APAM Hedge Fund Activity: Q1 2024 in Review

332 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q1 2024, worth a combined $2.79B — up 1.6% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new APAM positions and 34 closed out — a net gain of 21 holders — while 121 added to existing stakes and 101 trimmed.

The largest buyer was Invesco, adding an estimated $29M. The largest seller was Morgan Stanley, cutting an estimated $70.9M.

  • 332 institutional investors held Artisan Partners (APAM) as of Q1 2024, up from 313 in Q4 2023.
  • Funds reported $2.79B of Artisan Partners stock for Q1 2024, up 1.6% quarter-over-quarter.
  • 55 funds opened new Artisan Partners positions in Q1 2024 and 34 closed out, a net change of +21 holders.
  • The largest Artisan Partners buyer in Q1 2024 was Invesco, an estimated $29M added.
  • The largest Artisan Partners seller in Q1 2024 was Morgan Stanley, an estimated $70.9M sold.

Based on aggregated 13F filings for Q1 2024.