Silvercrest Asset Management
SAMG
85 hedge funds and large institutions have $123M invested in Silvercrest Asset Management in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
62% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 21
4% more funds holding
Funds holding: 82 → 85 (+3)
0.11% more ownership
Funds ownership: 70.94% → 71.04% (+0.11%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less capital invested
Capital invested by funds: $125M → $123M (-$1.56M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$817K |
| 2 |
KTA
Keeley-Teton Advisors
Chicago,
Illinois
|
+$752K |
| 3 |
AP
Appleton Partners
Boston,
Massachusetts
|
+$572K |
| 4 |
LPP
Long Path Partners
Stamford,
Connecticut
|
+$464K |
| 5 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$401K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$1.59M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$1.11M |
| 3 |
CM
Capital Management
Glen Allen,
Virginia
|
-$679K |
| 4 |
BlackRock
New York
|
-$620K |
| 5 |
CCM
Corsair Capital Management
New York
|
-$279K |
SAMG Hedge Fund Activity: Q1 2023 in Review
85 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q1 2023, worth a combined $123M — down 1.2% from $125M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SAMG positions and 5 closed out — a net gain of 4 holders — while 34 added to existing stakes and 21 trimmed.
The largest buyer was Vanguard Group, adding an estimated $817K. The largest seller was Victory Capital Management, exiting entirely with an estimated $1.59M sold.
- 85 institutional investors held Silvercrest Asset Management (SAMG) as of Q1 2023, up from 82 in Q4 2022.
- Funds reported $123M of Silvercrest Asset Management stock for Q1 2023, down 1.2% quarter-over-quarter.
- 9 funds opened new Silvercrest Asset Management positions in Q1 2023 and 5 closed out, a net change of +4 holders.
- The largest Silvercrest Asset Management buyer in Q1 2023 was Vanguard Group, an estimated $817K added.
- The largest Silvercrest Asset Management seller in Q1 2023 was Victory Capital Management, an estimated $1.59M sold.
Based on aggregated 13F filings for Q1 2023.