We are live on ! Find out more
SAMG icon

Silvercrest Asset Management

56 hedge funds and large institutions have $78.4M invested in Silvercrest Asset Management in 2014 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

10% more funds holding

Funds holding: 5156 (+5)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

9% less capital invested

Capital invested by funds: $86.6M → $78.4M (-$8.19M)

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
1.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
21
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$11.6M +$55.8K +3,200 +0.5%
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$7.54M -$838K -48,046 -10%
CTI
3
Community Trust & Investment
Kentucky
$6.76M +$90.8K +5,206 +1%
KAM
4
Keeley Asset Management
Illinois
$5.93M -$349K -19,997 -5%
MCM
5
Maltese Capital Management
New York
$4.47M -$565K -32,400 -11%
PCM
6
Perritt Capital Management
Illinois
$4.32M
WA
7
Wasatch Advisors
Utah
$3.73M -$258K -14,804 -6%
Boston Partners
8
Boston Partners
Massachusetts
$2.96M -$3.49K -200 -0.1%
PI
9
Putnam Investments
Massachusetts
$2.7M -$1.57M -89,779 -36%
BFA
10
BlackRock Fund Advisors
California
$2.44M -$279K -16,012 -10%
MOACM
11
Mutual of America Capital Management
New York
$2.3M +$2.03M +116,436 +673%
PAIM
12
Punch & Associates Investment Management
Minnesota
$2.24M +$492K +28,199 +28%
FM
13
Forward Management
California
$1.95M +$35.9K +2,058 +2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.92M -$351K -20,141 -15%
Vanguard Group
15
Vanguard Group
Pennsylvania
$1.8M +$500K +28,628 +38%
RFC
16
Russell Frank Company
Washington
$1.39M
SH
17
Scepter Holdings
Texas
$1.22M +$33.2K +1,900 +3%
BFC
18
Banc Funds Company
Illinois
$1.19M
CCM
19
Cadence Capital Management
Massachusetts
$1.08M +$95.7K +5,484 +10%
State Street
20
State Street
Massachusetts
$999K -$7.38K -423 -0.7%
BIT
21
BlackRock Institutional Trust
California
$929K +$17.3K +992 +2%
GC
22
Guggenheim Capital
Illinois
$890K +$159K +9,131 +21%
EMFAT
23
Emerald Mutual Fund Advisers Trust
Pennsylvania
$861K
Northern Trust
24
Northern Trust
Illinois
$829K -$133K -7,629 -14%
NFA
25
Nationwide Fund Advisors
Ohio
$686K -$369K -21,143 -35%

SAMG Hedge Fund Activity: Q2 2014 in Review

56 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q2 2014, worth a combined $78.4M — down 9.5% from $86.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SAMG positions and 3 closed out — a net gain of 5 holders — while 21 added to existing stakes and 20 trimmed.

The largest buyer was Mutual of America Capital Management, adding an estimated $2.03M. The largest seller was Mendon Capital Advisors, cutting an estimated $1.98M.

  • 56 institutional investors held Silvercrest Asset Management (SAMG) as of Q2 2014, up from 51 in Q1 2014.
  • Funds reported $78.4M of Silvercrest Asset Management stock for Q2 2014, down 9.5% quarter-over-quarter.
  • 8 funds opened new Silvercrest Asset Management positions in Q2 2014 and 3 closed out, a net change of +5 holders.
  • The largest Silvercrest Asset Management buyer in Q2 2014 was Mutual of America Capital Management, an estimated $2.03M added.
  • The largest Silvercrest Asset Management seller in Q2 2014 was Mendon Capital Advisors, an estimated $1.98M sold.

Based on aggregated 13F filings for Q2 2014.