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Silvercrest Asset Management

59 hedge funds and large institutions have $70.9M invested in Silvercrest Asset Management in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

5% more funds holding

Funds holding: 5659 (+3)

10% less capital invested

Capital invested by funds: $78.4M → $70.9M (-$7.47M)

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
27
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$11.7M +$2.96M +185,000 +27%
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$6.36M +$452K +28,240 +6%
CTI
3
Community Trust & Investment
Kentucky
$5.41M +$68K +4,245 +1%
WA
4
Wasatch Advisors
Utah
$3.75M +$933K +58,227 +27%
PCM
5
Perritt Capital Management
Illinois
$3.42M
Vanguard Group
6
Vanguard Group
Pennsylvania
$3.14M +$2.02M +125,814 +120%
MCM
7
Maltese Capital Management
New York
$3.07M -$557K -34,800 -13%
PAIM
8
Punch & Associates Investment Management
Minnesota
$2.86M +$1.28M +79,900 +61%
BFC
9
Banc Funds Company
Illinois
$2.72M +$2.1M +131,000 +190%
KAM
10
Keeley Asset Management
Illinois
$2.48M -$2.61M -162,820 -47%
MOACM
11
Mutual of America Capital Management
New York
$2.15M +$392K +24,500 +18%
MCA
12
Mendon Capital Advisors
Florida
$2.06M +$1.96M +122,074 +422%
Boston Partners
13
Boston Partners
Massachusetts
$1.92M -$498K -31,100 -18%
BFA
14
BlackRock Fund Advisors
California
$1.85M -$101K -6,324 -4%
FM
15
Forward Management
California
$1.56M +$3.64K +227 +0.2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$1.52M
PI
17
Putnam Investments
Massachusetts
$1.4M -$866K -54,078 -34%
SH
18
Scepter Holdings
Texas
$1.04M +$91.3K +5,700 +8%
CRC
19
Curi RMB Capital
Illinois
$952K +$1.12M +69,871 New
RFC
20
Russell Frank Company
Washington
$951K -$237K -14,800 -17%
GC
21
Guggenheim Capital
Illinois
$937K +$273K +17,073 +33%
CCM
22
Cadence Capital Management
Massachusetts
$835K -$27.2K -1,700 -3%
State Street
23
State Street
Massachusetts
$785K -$4.69K -293 -0.5%
Northern Trust
24
Northern Trust
Illinois
$741K +$99.7K +6,225 +13%
Renaissance Technologies
25
Renaissance Technologies
New York
$734K +$320K +20,000 +59%

SAMG Hedge Fund Activity: Q3 2014 in Review

59 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q3 2014, worth a combined $70.9M — down 9.5% from $78.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SAMG positions and 3 closed out — a net gain of 3 holders — while 27 added to existing stakes and 18 trimmed.

The largest buyer was Royce & Associates, adding an estimated $2.96M. The largest seller was Keeley Asset Management, cutting an estimated $2.61M.

  • 59 institutional investors held Silvercrest Asset Management (SAMG) as of Q3 2014, up from 56 in Q2 2014.
  • Funds reported $70.9M of Silvercrest Asset Management stock for Q3 2014, down 9.5% quarter-over-quarter.
  • 6 funds opened new Silvercrest Asset Management positions in Q3 2014 and 3 closed out, a net change of +3 holders.
  • The largest Silvercrest Asset Management buyer in Q3 2014 was Royce & Associates, an estimated $2.96M added.
  • The largest Silvercrest Asset Management seller in Q3 2014 was Keeley Asset Management, an estimated $2.61M sold.

Based on aggregated 13F filings for Q3 2014.