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Artisan Partners

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: 165174 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CCMH
101
Cornerstone Capital Management Holdings
New York
$549K +$526K +18,460 New
QSS
102
Quantitative Systematic Strategies
Florida
$548K -$931K -32,640 -64%
Millennium Management
103
Millennium Management
New York
$518K -$1.2M -42,092 -71%
Citigroup
104
Citigroup
New York
$505K -$454K -15,923 -48%
UBS AM
105
UBS AM
Illinois
$500K -$225K -7,900 -32%
GS
106
GAM Systematic
United Kingdom
$472K +$452K +15,867 New
BUB
107
BBVA USA Bancshares
Texas
$467K -$74.8K -2,622 -14%
BF
108
BOK Financial
Oklahoma
$460K +$20.3K +713 +5%
D.E. Shaw & Co
109
D.E. Shaw & Co
New York
$446K -$359K -12,601 -46%
First Trust Advisors
110
First Trust Advisors
Illinois
$436K +$50.1K +1,757 +14%
ACI
111
AMP Capital Investors
Australia
$408K +$96.9K +3,400 +33%
HC
112
Henshaw Capital
Massachusetts
$401K
JMPWA
113
JP Morgan Private Wealth Advisors
California
$389K +$108K +3,774 +41%
Victory Capital Management
114
Victory Capital Management
Texas
$377K -$24.7K -866 -6%
Tudor Investment Corp
115
Tudor Investment Corp
Connecticut
$351K +$336K +11,800 New
Citadel Advisors
116
Citadel Advisors
Florida
$345K -$1.16M -40,594 -78%
Walleye Trading
117
Walleye Trading
New York
$333K +$319K +11,200 New
OC
118
Oppenheimer & Co
New York
$329K +$100K +3,521 +47%
William Blair & Company
119
William Blair & Company
Illinois
$317K +$2.79K +98 +0.9%
HSBC Holdings
120
HSBC Holdings
United Kingdom
$314K -$4.93K -173 -2%
Credit Agricole
121
Credit Agricole
France
$309K
PSUF
122
People's United Financial
Connecticut
$264K +$41.9K +1,469 +20%
WB
123
WesBanco Bank
West Virginia
$252K
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$240K +$230K +8,059 New
HighTower Advisors
125
HighTower Advisors
Illinois
$214K +$206K +7,213 New

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.