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Artisan Partners
APAM

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: 313 → 332 (+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: 1 → 1 (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

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$29M
2
Charles Schwab
Charles Schwab
California
+$22M
3
VNIM
Vaughan Nelson Investment Management
Texas
+$17.1M
4
JAM
Jupiter Asset Management
United Kingdom
+$9.3M
5
EP
Edgestream Partners
New Jersey
+$6.84M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$70.9M
2
Victory Capital Management
Victory Capital Management
Texas
-$13.1M
3
WA
Wasatch Advisors
Utah
-$10.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$8.65M
5
BlackRock
BlackRock
New York
-$8.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
351
HRT Financial
New York
– -$339K -7,686 Closed
IA
352
IFG Advisory
Georgia
– -$253K -5,730 Closed
JF
353
Jump Financial
Illinois
– -$239K -5,400 Closed
DTL
354
Dynamic Technology Lab
Singapore
– -$236K -5,331 Closed
HFM
355
Harvest Fund Management
China
– -$70K -1,590 Closed
Citadel Advisors
356
Citadel Advisors
Florida
– -$54.5K -1,270 Closed
PA
357
Pineridge Advisors
Missouri
– -$48K -1,087 Closed
MSWM
358
McGlone Suttner Wealth Management
Wisconsin
– -$36.9K -834 Closed
ASN
359
Advisory Services Network
Georgia
– -$27.9K -631 Closed
BTI
360
Blue Trust Inc
Georgia
– -$13K -346 Closed
RCM
361
Raleigh Capital Management
North Carolina
– -$11.1K -252 Closed
QL
362
Quarry LP
New York
– -$8.04K -182 Closed
TCWA
363
Turtle Creek Wealth Advisors
Texas
– -$3.98K -90 Closed
GWS
364
Glassman Wealth Services
Virginia
– -$3.62K -82 Closed
IWA
365
IBEX Wealth Advisors
New Jersey
– -$2.55K -58 Closed
GKIM
366
GW&K Investment Management
Massachusetts
– -$1K -15 Closed
11 12 13 14
15

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.