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Silvercrest Asset Management

50 hedge funds and large institutions have $73.1M invested in Silvercrest Asset Management in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

10% less capital invested

Capital invested by funds: $80.8M → $73.1M (-$7.71M)

15% less funds holding

Funds holding: 5950 (-9)

64% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 14

Holders
50
Holders Change
-9
Holders Change %
-15.25%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
20
Reduced
20
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$14.5M -$452K -31,750 -3%
BFC
2
Banc Funds Company
Illinois
$9.06M +$2.27M +159,818 +33%
CTI
3
Community Trust & Investment
Kentucky
$5.25M -$95.4K -6,703 -2%
PAIM
4
Punch & Associates Investment Management
Minnesota
$4.09M +$780K +54,800 +23%
WA
5
Wasatch Advisors
Utah
$3.88M -$4.74K -333 -0.1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$3.87M -$70.6K -4,963 -2%
PCM
7
Perritt Capital Management
Illinois
$3.81M +$117K +8,225 +3%
MCA
8
Mendon Capital Advisors
Florida
$3.14M
MCM
9
Maltese Capital Management
New York
$2.46M -$714K -50,200 -22%
MOACM
10
Mutual of America Capital Management
New York
$2.38M +$179K +12,615 +8%
FM
11
Forward Management
California
$1.86M +$241K +16,963 +15%
CA
12
Continental Advisors
Utah
$1.79M +$1.13M +79,322 +166%
Boston Partners
13
Boston Partners
Massachusetts
$1.61M -$52.8K -3,710 -3%
CRC
14
Curi RMB Capital
Illinois
$1.52M
Renaissance Technologies
15
Renaissance Technologies
New York
$1.5M +$702K +49,338 +86%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$1.35M +$95.8K +6,733 +8%
CCM
17
Cadence Capital Management
Massachusetts
$1.27M +$304K +21,340 +31%
RFC
18
Russell Frank Company
Washington
$1.22M +$197K +13,817 +19%
TA
19
Teton Advisors
New York
$1.04M +$41.3K +2,900 +4%
GIP
20
Granite Investment Partners
California
$982K -$252K -17,709 -20%
BCM
21
Bridgeway Capital Management
Texas
$693K +$207K +14,556 +42%
Northern Trust
22
Northern Trust
Illinois
$674K -$79.7K -5,602 -10%
EMFAT
23
Emerald Mutual Fund Advisers Trust
Pennsylvania
$636K
Morgan Stanley
24
Morgan Stanley
New York
$535K -$26.6K -1,873 -5%
KAM
25
Keeley Asset Management
Illinois
$514K +$1.18M +83,170 +30%

SAMG Hedge Fund Activity: Q2 2015 in Review

50 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q2 2015, worth a combined $73.1M — down 9.5% from $80.8M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of SAMG and 5 opened new positions — a net loss of 9 holders — while 20 trimmed existing stakes and 20 added.

The largest buyer was Banc Funds Company, adding an estimated $2.27M. The largest seller was BlackRock Fund Advisors, cutting an estimated $2.02M.

  • 50 institutional investors held Silvercrest Asset Management (SAMG) as of Q2 2015, down from 59 in Q1 2015.
  • Funds reported $73.1M of Silvercrest Asset Management stock for Q2 2015, down 9.5% quarter-over-quarter.
  • 5 funds opened new Silvercrest Asset Management positions in Q2 2015 and 14 closed out, a net change of -9 holders.
  • The largest Silvercrest Asset Management buyer in Q2 2015 was Banc Funds Company, an estimated $2.27M added.
  • The largest Silvercrest Asset Management seller in Q2 2015 was BlackRock Fund Advisors, an estimated $2.02M sold.

Based on aggregated 13F filings for Q2 2015.