We are live on ! Find out more
SAMG icon

Silvercrest Asset Management

53 hedge funds and large institutions have $85.7M invested in Silvercrest Asset Management in 2014 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

21% more capital invested

Capital invested by funds: $70.9M → $85.7M (+$14.8M)

10% less funds holding

Funds holding: 5953 (-6)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
53
Holders Change
-6
Holders Change %
-10.17%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
26
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$13.5M +$33.4K +2,300 +0.3%
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$7.29M -$7.55K -520 -0.1%
CTI
3
Community Trust & Investment
Kentucky
$6.11M -$103K -7,070 -2%
BFC
4
Banc Funds Company
Illinois
$5.19M +$1.91M +131,658 +66%
WA
5
Wasatch Advisors
Utah
$4.3M -$2.9K -200 -0.1%
KAM
6
Keeley Asset Management
Illinois
$4.21M +$1.26M +87,052 +48%
PCM
7
Perritt Capital Management
Illinois
$3.99M +$59.5K +4,100 +2%
Vanguard Group
8
Vanguard Group
Pennsylvania
$3.62M +$10.3K +713 +0.3%
MCM
9
Maltese Capital Management
New York
$3.52M
MCA
10
Mendon Capital Advisors
Florida
$3.49M +$1.05M +72,220 +48%
PAIM
11
Punch & Associates Investment Management
Minnesota
$3.46M +$160K +11,000 +5%
BFA
12
BlackRock Fund Advisors
California
$2.55M +$394K +27,152 +20%
MOACM
13
Mutual of America Capital Management
New York
$2.52M +$36.8K +2,536 +2%
Boston Partners
14
Boston Partners
Massachusetts
$2.5M +$275K +18,920 +13%
FM
15
Forward Management
California
$1.82M +$31.2K +2,150 +2%
PI
16
Putnam Investments
Massachusetts
$1.61M
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$1.59M -$151K -10,419 -9%
CRC
18
Curi RMB Capital
Illinois
$1.5M +$379K +26,124 +37%
RFC
19
Russell Frank Company
Washington
$1.25M +$144K +9,900 +14%
GIP
20
Granite Investment Partners
California
$995K +$615K +42,394 +200%
CCM
21
Cadence Capital Management
Massachusetts
$962K +$2.34K +161 +0.3%
State Street
22
State Street
Massachusetts
$921K +$16.7K +1,152 +2%
Northern Trust
23
Northern Trust
Illinois
$838K -$12.6K -867 -2%
BIT
24
BlackRock Institutional Trust
California
$762K -$18.8K -1,297 -3%
EMFAT
25
Emerald Mutual Fund Advisers Trust
Pennsylvania
$707K -$55.1K -3,796 -8%

SAMG Hedge Fund Activity: Q4 2014 in Review

53 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q4 2014, worth a combined $85.7M — up 21% from $70.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SAMG and 2 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 26 added.

The largest buyer was Banc Funds Company, adding an estimated $1.91M. The largest seller was Scepter Holdings, exiting entirely with an estimated $1.04M sold.

  • 53 institutional investors held Silvercrest Asset Management (SAMG) as of Q4 2014, down from 59 in Q3 2014.
  • Funds reported $85.7M of Silvercrest Asset Management stock for Q4 2014, up 21% quarter-over-quarter.
  • 2 funds opened new Silvercrest Asset Management positions in Q4 2014 and 6 closed out, a net change of -4 holders.
  • The largest Silvercrest Asset Management buyer in Q4 2014 was Banc Funds Company, an estimated $1.91M added.
  • The largest Silvercrest Asset Management seller in Q4 2014 was Scepter Holdings, an estimated $1.04M sold.

Based on aggregated 13F filings for Q4 2014.