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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
URS
126
Utah Retirement Systems
Utah
$200K +$191K +6,700 New
BlackRock
127
BlackRock
New York
$198K -$3.71K -130 -2%
FMT
128
First Mercantile Trust
Tennessee
$187K -$341K -11,945 -66%
CAM
129
Columbia Asset Management
Michigan
$173K +$165K +5,800 New
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$169K +$54.7K +1,919 +51%
SG Americas Securities
131
SG Americas Securities
New York
$164K +$157K +5,500 New
TG
132
TLP Group
Illinois
$157K +$151K +5,285 New
Legal & General Group
133
Legal & General Group
United Kingdom
$145K +$13.6K +476 +11%
Barclays
134
Barclays
United Kingdom
$136K -$414K -14,516 -76%
GT
135
Glenmede Trust
Pennsylvania
$113K
Canada Life
136
Canada Life
Manitoba, Canada
$107K -$79.8K -2,800 -44%
AG
137
Advisor Group
Arizona
$91K +$2.25K +79 +3%
DADC
138
D.A. Davidson & Co
Montana
$89K
HNB
139
Huntington National Bank
Ohio
$82K -$33.6K -1,178 -30%
MLICM
140
Metropolitan Life Insurance Company (MetLife)
New York
$76K -$3.28K -115 -4%
AIM
141
Acrospire Investment Management
Illinois
$68K +$5.7K +200 +10%
Manulife (Manufacturers Life Insurance)
142
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$60K -$1.11K -39 -2%
OSAM
143
O'Shaughnessy Asset Management
Connecticut
$55K +$12.8K +448 +32%
EFSCE
144
Enterprise Financial Services Corp (EFSC)
Missouri
$37K +$35.3K +1,237 New
Public Employees Retirement Association of Colorado
145
Public Employees Retirement Association of Colorado
Colorado
$36K -$114 -4 -0.3%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$32K
QCG
147
Quadrant Capital Group
Ohio
$29K +$27.9K +980 New
LTFS
148
Ladenburg Thalmann Financial Services
Florida
$27K -$1.51K -53 -5%
AIG
149
American International Group
New York
$26K
WAM
150
Wealthspire Advisors (Maryland)
Maryland
$23K -$4.88K -171 -18%

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.