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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
QT
151
Quantbot Technologies
New York
$23K +$22.8K +798 New
PCM
152
Penserra Capital Management
California
$18K +$2K +70 +12%
JFGIW
153
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K +$9.27K +325 +130%
FQ
154
First Quadrant
California
$13K
GBBWRPM
155
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9K
HPBT
156
High Point Bank & Trust
North Carolina
$6K
IWA
157
IBEX Wealth Advisors
New Jersey
$6K +$5.65K +198 New
CHP
158
Cable Hill Partners
Oregon
$5K
First Manhattan
159
First Manhattan
New York
$4K
LF
160
Lee Financial
Texas
$4K +$3.99K +140 New
Simplex Trading
161
Simplex Trading
Illinois
$3K -$17.3K -607 -84%
US Bancorp
162
US Bancorp
Minnesota
$3K -$2.31K -81 -45%
HR
163
Howe & Rusling
New York
$3K +$2.99K +105 New
AssetMark Inc
164
AssetMark Inc
California
$2K -$656 -23 -26%
BIG
165
Bellwether Investment Group
Tennessee
$2K +$1.85K +65 New
MFS
166
MSI Financial Services
Massachusetts
$1K -$485 -17 -40%
ACS
167
Archford Capital Strategies
Illinois
$1K
CHC
168
City Holding Co
West Virginia
$1K
FHA
169
First Horizon Advisors
Tennessee
$1K
IA
170
IFP Advisors
Florida
$1K
PCP
171
Proficio Capital Partners
Massachusetts
$1K +$29 +1 +3%
Creative Planning
172
Creative Planning
Kansas
$1K +$371 +13 +50%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$1K +$656 +23 New
Renaissance Technologies
174
Renaissance Technologies
New York
-$6.24M -229,500 Closed
Jennison Associates
175
Jennison Associates
New York
-$5.33M -196,030 Closed

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.