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Artisan Partners

229 hedge funds and large institutions have $1.37B invested in Artisan Partners in 2019 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $619K | Put options by funds: $313K

60% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 30

29% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 63

9% more capital invested

Capital invested by funds: $1.26B → $1.37B (+$115M)

8% more funds holding

Funds holding: 213229 (+16)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.79% less ownership

Funds ownership: 92.71%88.93% (-3.8%)

Holders
229
Holders Change
+16
Holders Change %
+7.51%
% of All Funds
4.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
48
Increased
81
Reduced
63
Closed
30
Calls
$619K
Puts
$313K
Net Calls
+$306K
Net Calls Change
+$24.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
201
Synovus Financial
Georgia
$24K
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$22K
US Bancorp
203
US Bancorp
Minnesota
$21K -$1.28K -48 -6%
JCM
204
Jacobi Capital Management
Pennsylvania
$15K
RCAG
205
Rehmann Capital Advisory Group
Michigan
$13K
LPWM
206
Lake Point Wealth Management
Texas
$11K
FHA
207
First Horizon Advisors
Tennessee
$9K
RIA
208
Realta Investment Advisors
Delaware
$9K +$5.14K +193 +129%
PCG
209
Private Capital Group
Connecticut
$6K -$4.07K -153 -42%
QCIG
210
Quad-Cities Investment Group
Iowa
$6K
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$6K +$5.86K +220 New
LF
212
Lee Financial
Texas
$4K
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$4K +$719 +27 +24%
HR
214
Howe & Rusling
New York
$3K -$53 -2 -2%
SIAS
215
Shine Investment Advisory Services
Colorado
$3K
S
216
SignatureFD
Georgia
$3K
CFA
217
Camarda Financial Advisors
Florida
$2K
GWS
218
Glassman Wealth Services
Virginia
$2K
Fidelity Investments
219
Fidelity Investments
Massachusetts
$1K -$1.03M -38,629 -100%
CFGS
220
Concourse Financial Group Securities
Alabama
$1K -$639 -24 -32%
PCP
221
Proficio Capital Partners
Massachusetts
$1K -$320 -12 -24%
FRA
222
Front Row Advisors
California
$1K
BL
223
Balentine LLC
Georgia
$1K +$533 +20 New
CAW
224
Cornerstone Advisors (Washington)
Washington
$1K +$1.15K +43 New
GEA
225
Glen Eagle Advisors
New Jersey
$358 +$346 +13 New

APAM Hedge Fund Activity: Q2 2019 in Review

229 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q2 2019, worth a combined $1.37B — up 9.2% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new APAM positions and 30 closed out — a net gain of 18 holders — while 81 added to existing stakes and 63 trimmed.

The largest buyer was American Century Companies, opening a new position worth an estimated $22M. The largest seller was Channing Capital Management, cutting an estimated $35.1M.

  • 229 institutional investors held Artisan Partners (APAM) as of Q2 2019, up from 213 in Q1 2019.
  • Funds reported $1.37B of Artisan Partners stock for Q2 2019, up 9.2% quarter-over-quarter.
  • 48 funds opened new Artisan Partners positions in Q2 2019 and 30 closed out, a net change of +18 holders.
  • The largest Artisan Partners buyer in Q2 2019 was American Century Companies, an estimated $22M added.
  • The largest Artisan Partners seller in Q2 2019 was Channing Capital Management, an estimated $35.1M sold.

Based on aggregated 13F filings for Q2 2019.