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Artisan Partners

161 hedge funds and large institutions have $1.66B invested in Artisan Partners in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 66 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,569% more call options, than puts

Call options by funds: $3.49M | Put options by funds: $95K

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

50% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 44

13% more funds holding

Funds holding: 143161 (+18)

1% less capital invested

Capital invested by funds: $1.68B → $1.66B (-$18M)

4.11% less ownership

Funds ownership: 97.43%93.32% (-4.1%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
161
Holders Change
+18
Holders Change %
+12.59%
% of All Funds
4.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
35
Increased
66
Reduced
44
Closed
14
Calls
$3.49M
Puts
$95K
Net Calls
+$3.39M
Net Calls Change
+$3.73M
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
151
Ladenburg Thalmann Financial Services
Florida
$5K +$4.12K +87 +483%
FHA
152
First Horizon Advisors
Tennessee
$5K +$4.78K +101 +561%
SSB
153
Sandy Spring Bank
Maryland
$5K +$4.83K +102 New
ACS
154
Archford Capital Strategies
Illinois
$2.14K
TRCT
155
Tower Research Capital (TRC)
New York
$2K -$3.64K -77 -64%
FPFS
156
First Personal Financial Services
North Carolina
$2K
BPBT
157
Boston Private Bank & Trust
Massachusetts
$1K
TWA
158
TCI Wealth Advisors
Arizona
$1K +$95 +2 +10%
Manulife (Manufacturers Life Insurance)
159
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$95
JCM
160
Junto Capital Management
New York
-$16.6M -329,150 Closed
First Trust Advisors
161
First Trust Advisors
Illinois
-$2.01M -39,867 Closed
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
-$323K -6,836 Closed
MCM
163
Manchester Capital Management
Vermont
-$344K -6,799 Closed
PAM
164
Princeton Alpha Management
New Jersey
-$312K -6,175 Closed
JP Morgan Chase
165
JP Morgan Chase
New York
-$308K -6,118 Closed
MSA
166
Mason Street Advisors
Wisconsin
-$150K -2,970 Closed
BRWA
167
B. Riley Wealth Advisors
Florida
-$79 -1,566 Closed
QT
168
Quantbot Technologies
New York
-$27K -537 Closed
TDC
169
Thompson Davis & Co
Virginia
-$11K -224 Closed
MBT
170
Monroe Bank & Trust
Michigan
-$11K -220 Closed
Northwestern Mutual Wealth Management
171
Northwestern Mutual Wealth Management
Wisconsin
-$5K -105 Closed
BC
172
Bartlett & Co
Ohio
-$4K -75 Closed
ECM
173
Exchange Capital Management
Michigan
-$1K -16 Closed
IWMPD
174
Integrated Wealth Management (Palm Desert)
California
+$189 +4 New

APAM Hedge Fund Activity: Q1 2015 in Review

161 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q1 2015, worth a combined $1.66B — down 1.1% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new APAM positions and 14 closed out — a net gain of 21 holders — while 66 added to existing stakes and 44 trimmed.

The largest buyer was Citigroup, adding an estimated $80.2M. The largest seller was Federated Hermes, cutting an estimated $29.2M.

  • 161 institutional investors held Artisan Partners (APAM) as of Q1 2015, up from 143 in Q4 2014.
  • Funds reported $1.66B of Artisan Partners stock for Q1 2015, down 1.1% quarter-over-quarter.
  • 35 funds opened new Artisan Partners positions in Q1 2015 and 14 closed out, a net change of +21 holders.
  • The largest Artisan Partners buyer in Q1 2015 was Citigroup, an estimated $80.2M added.
  • The largest Artisan Partners seller in Q1 2015 was Federated Hermes, an estimated $29.2M sold.

Based on aggregated 13F filings for Q1 2015.