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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
CS
76
Credit Suisse
Switzerland
$1.35M -$1.97M -69,090 -60%
BAMCO Inc
77
BAMCO Inc
New York
$1.29M -$183K -6,419 -13%
TA
78
Teachers Advisors
New York
$1.23M +$283K +9,922 +32%
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$1.21M +$162K +5,683 +16%
California Public Employees Retirement System
80
California Public Employees Retirement System
California
$1.18M -$45.6K -1,600 -4%
Two Sigma Investments
81
Two Sigma Investments
New York
$1.18M -$3.4M -119,298 -75%
CCM
82
Cadence Capital Management
Massachusetts
$1.18M +$906K +31,785 +409%
GIP
83
Greatmark Investment Partners
Georgia
$1.09M +$83.4K +2,925 +9%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$1.08M – – –
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$966K +$541K +18,975 +141%
CAM
86
Cacti Asset Management
Georgia
$863K – – –
IIM
87
Ironwood Investment Management
Massachusetts
$764K +$732K +25,672 New
American Century Companies
88
American Century Companies
Missouri
$759K -$159K -5,570 -18%
VNA
89
VNBTrust National Association
Virginia
$749K +$718K +25,175 New
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$715K -$136K -4,761 -17%
FA
91
FDx Advisors
Illinois
$695K +$127K +4,445 +23%
BA
92
BlackRock Advisors
Delaware
$672K -$12.9K -452 -2%
TU
93
TDAM USA
Ontario, Canada
$654K +$627K +21,990 New
BG
94
BlackRock Group
United Kingdom
$641K +$144K +5,062 +31%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$635K +$73.3K +2,569 +14%
Squarepoint
96
Squarepoint
New York
$598K +$573K +20,100 New
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$596K -$102K -3,560 -15%
AllianceBernstein
98
AllianceBernstein
Tennessee
$591K -$10.5K -367 -2%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$558K +$8.38K +294 +2%
BIM
100
BlackRock Investment Management
Delaware
$554K +$109K +3,835 +26%
2 3
4
5 6

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.