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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
AF
276
Allworth Financial
California
$28K
MG
277
Mather Group
Illinois
$25.9K +$25.2K +586 New
SS
278
Sunbelt Securities
Texas
$25.5K +$387 +9 +2%
AWM
279
Avior Wealth Management
Nebraska
$23.1K -$4.47K -104 -17%
LFA
280
Legend Financial Advisors
Pennsylvania
$22.9K
WT
281
Whittier Trust
California
$22.6K
CT
282
Colonial Trust
South Carolina
$21.9K +$20.6K +479 New
GI
283
GAMMA Investing
California
$19.5K +$2.96K +69 +19%
CIM
284
Contravisory Investment Management
Massachusetts
$15.7K
FCT
285
First Community Trust
Iowa
$13.7K
BIA
286
Bell Investment Advisors
California
$13.6K +$7.52K +175 +142%
EWA
287
EverSource Wealth Advisors
Alabama
$13.1K +$13.1K +304 +1,900%
RA
288
Rise Advisors
New York
$12.6K +$11.9K +276 New
FFA
289
Frazier Financial Advisors
Ohio
$11.8K +$6.36K +148 +136%
AP
290
Aspect Partners
Virginia
$11.4K
VNA
291
Valley National Advisers
Pennsylvania
$9K
LC
292
Lindbrook Capital
California
$8.93K
GWM
293
Geneos Wealth Management
Colorado
$7.28K +$172 +4 +3%
CIBC Private Wealth Group
294
CIBC Private Wealth Group
Georgia
$7.28K +$6.87K +160 New
WTC
295
WhitTier Trust Company
Nevada
$6.64K
IGWM
296
ICA Group Wealth Management
Colorado
$6.56K +$2.79K +65 +83%
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$6.27K -$3.48K -81 -37%
GCM
298
Gables Capital Management
Florida
$6.27K
PFC
299
Phocas Financial Corp
California
$6.05K -$158K -3,685 -3%
FFA
300
Farther Finance Advisors
California
$6.05K

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.