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Artisan Partners
APAM

174 hedge funds and large institutions have $1.3B invested in Artisan Partners in 2016 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 21

17% more capital invested

Capital invested by funds: $1.11B → $1.3B (+$190M)

6.01% more ownership

Funds ownership: 98.08% → 104.09% (+6%)

5% more funds holding

Funds holding: 165 → 174 (+9)

5% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 59

3% less call options, than puts

Call options by funds: $249K | Put options by funds: $256K

Holders
174
Holders Change
+9
Holders Change %
+5.45%
% of All Funds
4.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
62
Reduced
59
Closed
21
Calls
$249K
Puts
$256K
Net Calls
-$7K
Net Calls Change
-$92K

Top Buyers

1
CCM
Channing Capital Management
Illinois
+$46.7M
2
EIP
Epoch Investment Partners
New York
+$17.3M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$9.47M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$8.62M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$6.9M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$16.1M
2
Morgan Stanley
Morgan Stanley
New York
-$13.4M
3
Renaissance Technologies
Renaissance Technologies
New York
-$6.24M
4
Jennison Associates
Jennison Associates
New York
-$5.33M
5
BBHC
Brown Brothers Harriman & Co
New York
-$5.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
NC
26
Nicholas Company
Wisconsin
$12.5M +$19K +665 +0.2%
Los Angeles Capital Management
27
Los Angeles Capital Management
California
$12M +$3.3M +115,849 +40%
BFA
28
BlackRock Fund Advisors
California
$11.6M +$853K +29,903 +8%
Northern Trust
29
Northern Trust
Illinois
$11M -$2M -70,208 -16%
BGIM
30
Brandywine Global Investment Management
Pennsylvania
$10.8M +$48.2K +1,691 +0.5%
Norges Bank
31
Norges Bank
Norway
$10.4M -$1.28M -44,915 -11%
O
32
OppenheimerFunds
New York
$9.34M -$37.1K -1,300 -0.4%
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$8.99M +$8.62M +302,222 New
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$8.26M +$5.75M +201,780 +266%
SEI Investments
35
SEI Investments
Pennsylvania
$8.1M +$774K +27,145 +11%
Geode Capital Management
36
Geode Capital Management
Massachusetts
$7.82M +$383K +13,442 +5%
Lazard Asset Management
37
Lazard Asset Management
New York
$7.8M -$1.73M -60,626 -19%
GXMC
38
Global X Management Company
New York
$7.56M -$47K -1,650 -0.6%
WA
39
Wasatch Advisors
Utah
$7.52M +$1.77M +62,155 +33%
GKIM
40
GW&K Investment Management
Massachusetts
$7.21M -$621K -21,765 -8%
VOYA Investment Management
41
VOYA Investment Management
Georgia
$6.32M +$2.94M +103,016 +94%
Invesco
42
Invesco
Georgia
$6.25M -$2.61M -91,394 -30%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$5.3M -$84.1K -2,950 -2%
SFM
44
Systematic Financial Management
New Jersey
$4.99M +$4.78M +167,805 New
SI
45
Sprott Inc
Ontario, Canada
$4.88M +$1.08M +38,000 +30%
SI
46
Sapience Investments
California
$4.75M +$4.56M +159,754 New
Russell Investments Group
47
Russell Investments Group
United Kingdom
$4.71M +$4.54M +159,119 New
Deutsche Bank
48
Deutsche Bank
Germany
$4.54M -$585K -20,511 -12%
RJA
49
Raymond James & Associates
Florida
$3.93M -$253K -8,874 -6%
OPCM
50
Osborne Partners Capital Management
California
$3.65M -$592K -20,752 -14%
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APAM Hedge Fund Activity: Q4 2016 in Review

174 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q4 2016, worth a combined $1.3B — up 17% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new APAM positions and 21 closed out — a net gain of 11 holders — while 62 added to existing stakes and 59 trimmed.

The largest buyer was Channing Capital Management, opening a new position worth an estimated $46.7M. The largest seller was Wells Fargo, cutting an estimated $16.1M.

  • 174 institutional investors held Artisan Partners (APAM) as of Q4 2016, up from 165 in Q3 2016.
  • Funds reported $1.3B of Artisan Partners stock for Q4 2016, up 17% quarter-over-quarter.
  • 32 funds opened new Artisan Partners positions in Q4 2016 and 21 closed out, a net change of +11 holders.
  • The largest Artisan Partners buyer in Q4 2016 was Channing Capital Management, an estimated $46.7M added.
  • The largest Artisan Partners seller in Q4 2016 was Wells Fargo, an estimated $16.1M sold.

Based on aggregated 13F filings for Q4 2016.