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Artisan Partners

332 hedge funds and large institutions have $2.79B invested in Artisan Partners in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 121 increasing their positions, 101 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $3.8M

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

20% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 101

6% more funds holding

Funds holding: 313332 (+19)

2% more capital invested

Capital invested by funds: $2.75B → $2.79B (+$43.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.17% less ownership

Funds ownership: 90.85%88.69% (-2.2%)

Holders
332
Holders Change
+19
Holders Change %
+6.07%
% of All Funds
4.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
121
Reduced
101
Closed
34
Calls
$10.4M
Puts
$3.8M
Net Calls
+$6.62M
Net Calls Change
+$849K
Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
201
Campbell & Co Investment Adviser
Maryland
$349K -$851K -19,804 -72%
AFP
202
Ausdal Financial Partners
Iowa
$341K
RJT
203
Raymond James Trust
Florida
$336K -$25K -582 -7%
National Bank of Canada
204
National Bank of Canada
Quebec, Canada
$334K +$18.9K +440 +6%
MFWP
205
Mosaic Family Wealth Partners
Missouri
$332K
OC
206
Oppenheimer & Co
New York
$329K -$2.66K -62 -0.9%
MOS
207
MGO One Seven
Ohio
$326K -$112K -2,607 -27%
Verition Fund Management
208
Verition Fund Management
Connecticut
$323K +$97.7K +2,274 +48%
AA
209
AlphaMark Advisors
Kentucky
$315K +$6.7K +156 +2%
DADC
210
D.A. Davidson & Co
Montana
$314K
MIA
211
MeadowBrook Investment Advisors
Michigan
$311K +$10.7K +250 +4%
SPIA
212
Steward Partners Investment Advisory
New York
$303K -$37.3K -868 -12%
KAS
213
Kestra Advisory Services
Texas
$300K +$281K +6,550 New
DAS
214
Diversify Advisory Services
Utah
$299K +$283K +6,579 New
AIP
215
Ameritas Investment Partners
Nebraska
$291K
BF
216
BOK Financial
Oklahoma
$290K +$274K +6,371 New
KWM
217
Kolinsky Wealth Management
New Jersey
$279K +$4.55K +106 +2%
NFG
218
Nations Financial Group
Iowa
$274K +$257K +5,987 New
Allspring Global Investments
219
Allspring Global Investments
North Carolina
$270K +$21.4K +498 +9%
Squarepoint
220
Squarepoint
New York
$259K -$1.86M -43,222 -88%
RWMG
221
Redwood Wealth Management Group
New Jersey
$254K -$4.81K -112 -2%
TRCT
222
Tower Research Capital (TRC)
New York
$254K +$178K +4,148 +298%
M&T Bank
223
M&T Bank
New York
$253K +$3.56K +83 +2%
SFI
224
Susquehanna Fundamental Investments
Pennsylvania
$247K +$232K +5,400 New
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
$245K -$1.07M -24,971 -82%

APAM Hedge Fund Activity: Q1 2024 in Review

332 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Artisan Partners (APAM) for Q1 2024, worth a combined $2.79B — up 1.6% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new APAM positions and 34 closed out — a net gain of 21 holders — while 121 added to existing stakes and 101 trimmed.

The largest buyer was Invesco, adding an estimated $29M. The largest seller was Morgan Stanley, cutting an estimated $70.9M.

  • 332 institutional investors held Artisan Partners (APAM) as of Q1 2024, up from 313 in Q4 2023.
  • Funds reported $2.79B of Artisan Partners stock for Q1 2024, up 1.6% quarter-over-quarter.
  • 55 funds opened new Artisan Partners positions in Q1 2024 and 34 closed out, a net change of +21 holders.
  • The largest Artisan Partners buyer in Q1 2024 was Invesco, an estimated $29M added.
  • The largest Artisan Partners seller in Q1 2024 was Morgan Stanley, an estimated $70.9M sold.

Based on aggregated 13F filings for Q1 2024.