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Silvercrest Asset Management

45 hedge funds and large institutions have $70.8M invested in Silvercrest Asset Management in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

10% more funds holding

Funds holding: 4145 (+4)

9% more capital invested

Capital invested by funds: $65.3M → $70.8M (+$5.58M)

Holders
45
Holders Change
+4
Holders Change %
+9.76%
% of All Funds
1.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$10.3M -$974K -87,000 -10%
BFC
2
Banc Funds Company
Illinois
$9.65M +$504K +45,000 +6%
MCA
3
Mendon Capital Advisors
Florida
$7.65M +$1.52M +135,841 +29%
Boston Partners
4
Boston Partners
Massachusetts
$6M +$1.58M +141,486 +43%
KAM
5
Keeley Asset Management
Illinois
$5.9M +$789K +70,507 +18%
PAIM
6
Punch & Associates Investment Management
Minnesota
$4.62M +$96.2K +8,600 +2%
PCM
7
Perritt Capital Management
Illinois
$4.44M +$92.9K +8,300 +2%
Vanguard Group
8
Vanguard Group
Pennsylvania
$2.73M +$51.3K +4,588 +2%
MCM
9
Maltese Capital Management
New York
$2.23M
CRC
10
Curi RMB Capital
Illinois
$2.16M +$244K +21,770 +15%
CTI
11
Community Trust & Investment
Kentucky
$2.04M -$2.01M -179,684 -53%
CA
12
Continental Advisors
Utah
$1.67M
GIP
13
Granite Investment Partners
California
$1.39M +$239K +21,403 +24%
CCM
14
Cadence Capital Management
Massachusetts
$1.16M +$281K +25,130 +38%
TA
15
Teton Advisors
New York
$1.09M
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$1.08M -$14.6K -1,305 -2%
FM
17
Forward Management
California
$1.03M -$69.4K -6,204 -7%
Renaissance Technologies
18
Renaissance Technologies
New York
$1.01M -$153K -13,700 -15%
BCM
19
Bridgeway Capital Management
Texas
$764K
RFC
20
Russell Frank Company
Washington
$698K
Wells Fargo
21
Wells Fargo
California
$348K +$12.3K +1,100 +4%
UBS Group
22
UBS Group
Switzerland
$336K +$278K +24,817 +1,631%
BFA
23
BlackRock Fund Advisors
California
$288K -$21.5K -1,917 -8%
Morgan Stanley
24
Morgan Stanley
New York
$279K +$137K +12,242 +127%
DRZID
25
DePrince Race & Zollo Inc (DRZ)
Florida
$199K +$175K +15,645 New

SAMG Hedge Fund Activity: Q1 2016 in Review

45 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q1 2016, worth a combined $70.8M — up 8.6% from $65.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SAMG positions and 2 closed out — a net gain of 4 holders — while 18 added to existing stakes and 12 trimmed.

The largest buyer was Boston Partners, adding an estimated $1.58M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $2.32M sold.

  • 45 institutional investors held Silvercrest Asset Management (SAMG) as of Q1 2016, up from 41 in Q4 2015.
  • Funds reported $70.8M of Silvercrest Asset Management stock for Q1 2016, up 8.6% quarter-over-quarter.
  • 6 funds opened new Silvercrest Asset Management positions in Q1 2016 and 2 closed out, a net change of +4 holders.
  • The largest Silvercrest Asset Management buyer in Q1 2016 was Boston Partners, an estimated $1.58M added.
  • The largest Silvercrest Asset Management seller in Q1 2016 was Wasatch Advisors, an estimated $2.32M sold.

Based on aggregated 13F filings for Q1 2016.