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Artisan Partners
APAM

180 hedge funds and large institutions have $1.33B invested in Artisan Partners in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

38% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 55

3% more funds holding

Funds holding: 174 → 180 (+6)

2% more capital invested

Capital invested by funds: $1.3B → $1.33B (+$31.1M)

5.39% less ownership

Funds ownership: 104.09% → 98.7% (-5.4%)

89% less call options, than puts

Call options by funds: $34K | Put options by funds: $303K

Holders
180
Holders Change
+6
Holders Change %
+3.45%
% of All Funds
4.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
76
Reduced
55
Closed
18
Calls
$34K
Puts
$303K
Net Calls
-$269K
Net Calls Change
-$262K

Top Buyers

1
BlackRock
BlackRock
New York
+$49M
2
Citigroup
Citigroup
New York
+$22.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$19.3M
4
Capital World Investors
Capital World Investors
California
+$15.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$11.8M

Top Sellers

1
NC
Nicholas Company
Wisconsin
-$12.5M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$7.99M
3
Lazard Asset Management
Lazard Asset Management
New York
-$7.8M
4
BAM
Burgundy Asset Management
Ontario, Canada
-$5.32M
5
SFM
Systematic Financial Management
New Jersey
-$4.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Natixis Advisors
51
Natixis Advisors
Massachusetts
$4.04M +$1.57M +54,776 +60%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$3.72M -$4.1M -142,774 -51%
OPCM
53
Osborne Partners Capital Management
California
$3.35M -$33.2K -1,156 -0.9%
TCIM
54
TIAA CREF Investment Management
New York
$3.21M -$138K -4,793 -4%
AP
55
AHL Partners
United Kingdom
$3.09M -$176K -6,145 -5%
VIG
56
Vienna Insurance Group
Poland
$2.76M – – –
UBS Group
57
UBS Group
Switzerland
$2.62M +$547K +19,058 +25%
Charles Schwab
58
Charles Schwab
California
$2.49M +$250K +8,721 +11%
Stifel Financial
59
Stifel Financial
Missouri
$2.46M +$327K +11,390 +15%
Deutsche Bank
60
Deutsche Bank
Germany
$2.4M -$1.88M -65,519 -43%
QSS
61
Quantitative Systematic Strategies
Florida
$2.34M +$1.9M +66,396 +359%
MC
62
Menta Capital
California
$2.32M -$553K -19,273 -19%
First Trust Advisors
63
First Trust Advisors
Illinois
$2.32M +$1.99M +69,480 +474%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$2.32M +$192K +6,700 +9%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$2.05M +$2.14M +74,424 New
PPA
66
Parametric Portfolio Associates
Washington
$2.02M -$169K -5,894 -7%
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.98M +$53.2K +1,854 +3%
CCMH
68
Cornerstone Capital Management Holdings
New York
$1.88M +$1.42M +49,533 +268%
Two Sigma Advisers
69
Two Sigma Advisers
New York
$1.87M +$138K +4,800 +8%
Morgan Stanley
70
Morgan Stanley
New York
$1.84M -$618K -21,531 -24%
Swiss National Bank
71
Swiss National Bank
Switzerland
$1.81M – – –
Axa
72
Axa
France
$1.7M -$620K -21,600 -26%
GC
73
Guggenheim Capital
Illinois
$1.64M +$399K +13,925 +31%
AIMCA
74
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.57M +$1.64M +57,000 New
BTS
75
BB&T Securities
Virginia
$1.46M -$305K -10,637 -17%
1 2
3
4 5

APAM Hedge Fund Activity: Q1 2017 in Review

180 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q1 2017, worth a combined $1.33B — up 2.4% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new APAM positions and 18 closed out — a net gain of 13 holders — while 76 added to existing stakes and 55 trimmed.

The largest buyer was BlackRock, adding an estimated $49M. The largest seller was Nicholas Company, exiting entirely with an estimated $12.5M sold.

  • 180 institutional investors held Artisan Partners (APAM) as of Q1 2017, up from 174 in Q4 2016.
  • Funds reported $1.33B of Artisan Partners stock for Q1 2017, up 2.4% quarter-over-quarter.
  • 31 funds opened new Artisan Partners positions in Q1 2017 and 18 closed out, a net change of +13 holders.
  • The largest Artisan Partners buyer in Q1 2017 was BlackRock, an estimated $49M added.
  • The largest Artisan Partners seller in Q1 2017 was Nicholas Company, an estimated $12.5M sold.

Based on aggregated 13F filings for Q1 2017.