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Silvercrest Asset Management
SAMG

Overview Fund Activity

77 hedge funds and large institutions have $103M invested in Silvercrest Asset Management in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 11 closing their positions.

Holders
77
Holders Change
-5
Holders Change %
-6.1%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
23
Reduced
28
Closed
11
Calls
$9K
Puts
–
Net Calls
+$9K
Net Calls Change
+$9K

Top Buyers

1
HPC
1
HM Payson & Co
Maine
$741K
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$7.09M
3
LPP
3
Long Path Partners
Connecticut
$12M
4
Goldman Sachs
4
Goldman Sachs
New York
$716K
5
Invesco
5
Invesco
Georgia
$194K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$794K
2
ICM
2
Invenomic Capital Management
Massachusetts
$3.28M
3
Ameriprise
3
Ameriprise
Minnesota
$0
4
BlackRock
4
BlackRock
New York
$8.45M
5
KOC
5
Koss-Olinger Consulting
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HBCM
51
Heron Bay Capital Management
Michigan
$162K +$162K +10,261 New
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$134K +$10.9K +692 +9%
Bank of America
53
Bank of America
North Carolina
$120K -$86.9K -5,497 -42%
Deutsche Bank
54
Deutsche Bank
Germany
$108K – – –
MIM
55
MetLife Investment Management
New Jersey
$81.4K – – –
AIG
56
American International Group
New York
$73.6K -$632 -40 -0.9%
FPFS
57
First Personal Financial Services
North Carolina
$63.2K +$63.2K +4,000 New
Wells Fargo
58
Wells Fargo
California
$49.2K +$10.7K +677 +28%
GWM
59
Guardian Wealth Management
Illinois
$44.5K +$569 +36 +1%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$30K – – –
PWMG
61
Prestige Wealth Management Group
New Jersey
$28.5K – – –
IA
62
IFP Advisors
Florida
$18.6K +$364 +23 +2%
Legal & General Group
63
Legal & General Group
United Kingdom
$16.1K – – –
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$15K -$9.57K -605 -39%
Osaic Holdings
65
Osaic Holdings
Arizona
$12.2K -$237 -15 -2%
AIP
66
Ameritas Investment Partners
Nebraska
$11.8K – – –
MLICM
67
Metropolitan Life Insurance Company (MetLife)
New York
$9.6K – – –
TRCT
68
Tower Research Capital (TRC)
New York
$5.74K -$4.62K -292 -45%
AB
69
Amalgamated Bank
New York
$5K -$15K -1,029 -75%
SWM
70
Spire Wealth Management
Virginia
$3.16K – – –
Fidelity Investments
71
Fidelity Investments
Massachusetts
$2.2K -$4.19K -265 -66%
PSB
72
Piscataqua Savings Bank
New Hampshire
$1.98K – – –
FHA
73
First Horizon Advisors
Tennessee
$510 +$16 +1 +3%
AWM
74
Avior Wealth Management
Nebraska
$31 +$31 +2 New
Ameriprise
75
Ameriprise
Minnesota
– -$866K -50,940 Closed
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