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Artisan Partners

161 hedge funds and large institutions have $1.66B invested in Artisan Partners in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,569% more call options, than puts

Call options by funds: $3.49M | Put options by funds: $95K

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

50% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 44

13% more funds holding

Funds holding: 143161 (+18)

1% less capital invested

Capital invested by funds: $1.68B → $1.66B (-$18M)

4.11% less ownership

Funds ownership: 97.43%93.32% (-4.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
161
Holders Change
+18
Holders Change %
+12.59%
% of All Funds
4.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
35
Increased
66
Reduced
44
Closed
14
Calls
$3.49M
Puts
$95K
Net Calls
+$3.39M
Net Calls Change
+$3.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$3.41M -$28.2K -596 -0.8%
Ohio Public Employees Retirement System (OPERS)
52
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.63M +$3.17K +67 +0.1%
Stifel Financial
53
Stifel Financial
Missouri
$2.54M +$1.22M +25,796 +86%
LH
54
Lebenthal Holdings
New York
$2.43M +$2.53M +53,453 New
Charles Schwab
55
Charles Schwab
California
$2.41M +$492K +10,409 +24%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$2.4M
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$2.28M -$33.1K -700 -1%
HHC
58
Hutchin Hill Capital
New York
$2.14M -$189K -4,000 -8%
PI
59
Putnam Investments
Massachusetts
$2.04M -$1.09M -23,116 -34%
Los Angeles Capital Management
60
Los Angeles Capital Management
California
$1.85M -$96.5K -2,040 -5%
UBS Group
61
UBS Group
Switzerland
$1.84M +$36.2K +765 +2%
RFC
62
Regions Financial Corp
Alabama
$1.8M +$506K +10,693 +37%
WRF
63
Waddell & Reed Financial
Kansas
$1.8M +$576K +12,180 +44%
Swiss National Bank
64
Swiss National Bank
Switzerland
$1.73M +$213K +4,500 +13%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$1.63M +$1.68M +35,609 +10,598%
CS
66
Credit Suisse
Switzerland
$1.61M +$35.1K +743 +2%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$1.59M +$1.65M +34,940 New
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$1.36M -$105K -2,220 -7%
SCM
69
Stevens Capital Management
Pennsylvania
$1.2M -$46.7K -987 -4%
Renaissance Technologies
70
Renaissance Technologies
New York
$1.17M -$10.1M -213,700 -89%
TA
71
Teachers Advisors
New York
$1.03M +$211K +4,460 +24%
MA
72
Montag & Associates
Georgia
$1.02M +$1.06M +22,452 New
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$1M +$187K +3,944 +22%
B
74
Baird
Wisconsin
$991K +$380K +8,031 +58%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$948K -$27.4K -580 -3%

APAM Hedge Fund Activity: Q1 2015 in Review

161 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q1 2015, worth a combined $1.66B — down 1.1% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new APAM positions and 14 closed out — a net gain of 21 holders — while 66 added to existing stakes and 44 trimmed.

The largest buyer was Citigroup, adding an estimated $80.2M. The largest seller was Federated Hermes, cutting an estimated $29.2M.

  • 161 institutional investors held Artisan Partners (APAM) as of Q1 2015, up from 143 in Q4 2014.
  • Funds reported $1.66B of Artisan Partners stock for Q1 2015, down 1.1% quarter-over-quarter.
  • 35 funds opened new Artisan Partners positions in Q1 2015 and 14 closed out, a net change of +21 holders.
  • The largest Artisan Partners buyer in Q1 2015 was Citigroup, an estimated $80.2M added.
  • The largest Artisan Partners seller in Q1 2015 was Federated Hermes, an estimated $29.2M sold.

Based on aggregated 13F filings for Q1 2015.