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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
TCIM
51
TIAA CREF Investment Management
New York
$3.6M -$58.4K -2,048 -2%
AP
52
AHL Partners
United Kingdom
$3.52M +$2.51M +88,039 +292%
Ameriprise
53
Ameriprise
Minnesota
$3.12M +$400K +14,043 +15%
MC
54
Menta Capital
California
$3.08M -$1.1M -38,645 -27%
VIG
55
Vienna Insurance Group
Poland
$2.98M +$2.85M +100,000 New
Natixis Advisors
56
Natixis Advisors
Massachusetts
$2.73M +$2.05M +72,007 +366%
Balyasny Asset Management
57
Balyasny Asset Management
Illinois
$2.67M -$844K -29,606 -25%
Morgan Stanley
58
Morgan Stanley
New York
$2.62M -$13.4M -471,667 -84%
Axa
59
Axa
France
$2.48M – – –
Charles Schwab
60
Charles Schwab
California
$2.43M +$224K +7,854 +11%
PPA
61
Parametric Portfolio Associates
Washington
$2.35M -$407K -14,274 -15%
Stifel Financial
62
Stifel Financial
Missouri
$2.32M +$9.78K +343 +0.4%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$2.3M -$57K -2,000 -3%
UBS Group
64
UBS Group
Switzerland
$2.26M -$81K -2,841 -4%
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.13M – – –
Swiss National Bank
66
Swiss National Bank
Switzerland
$1.96M +$111K +3,900 +6%
Two Sigma Advisers
67
Two Sigma Advisers
New York
$1.87M +$368K +12,900 +26%
BTS
68
BB&T Securities
Virginia
$1.73M – – –
NFA
69
Nationwide Fund Advisors
Ohio
$1.64M +$1.57M +55,225 New
CI Investments Inc
70
CI Investments Inc
Ontario, Canada
$1.63M +$1.56M +54,805 New
AG
71
Aperio Group
California
$1.53M +$110K +3,874 +8%
Principal Financial Group
72
Principal Financial Group
Iowa
$1.5M +$1.17M +41,070 +443%
CG
73
Clinton Group
New York
$1.49M +$68.4K +2,400 +5%
RFC
74
Regions Financial Corp
Alabama
$1.4M -$34.4K -1,205 -3%
GC
75
Guggenheim Capital
Illinois
$1.36M +$602K +21,099 +86%
1 2
3
4 5

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.