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Silvercrest Asset Management

55 hedge funds and large institutions have $72.7M invested in Silvercrest Asset Management in 2016 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

110% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 10

22% more funds holding

Funds holding: 4555 (+10)

3% more capital invested

Capital invested by funds: $70.8M → $72.7M (+$1.88M)

Holders
55
Holders Change
+10
Holders Change %
+22.22%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
21
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$9.48M -$439K -35,000 -4%
BFC
2
Banc Funds Company
Illinois
$9.27M
MCA
3
Mendon Capital Advisors
Florida
$7.35M
Boston Partners
4
Boston Partners
Massachusetts
$5.89M +$130K +10,347 +2%
PAIM
5
Punch & Associates Investment Management
Minnesota
$5.15M +$730K +58,253 +16%
KAM
6
Keeley Asset Management
Illinois
$4.92M -$764K -60,949 -13%
PCM
7
Perritt Capital Management
Illinois
$4.26M
Vanguard Group
8
Vanguard Group
Pennsylvania
$2.91M +$292K +23,274 +11%
MCM
9
Maltese Capital Management
New York
$2.7M +$573K +45,700 +26%
BFA
10
BlackRock Fund Advisors
California
$2.3M +$2.07M +165,219 +730%
CRC
11
Curi RMB Capital
Illinois
$2.08M
CA
12
Continental Advisors
Utah
$1.43M -$180K -14,316 -11%
GIP
13
Granite Investment Partners
California
$1.4M +$63.9K +5,095 +5%
Renaissance Technologies
14
Renaissance Technologies
New York
$1.36M +$394K +31,400 +40%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$1.15M +$106K +8,488 +10%
CCM
16
Cadence Capital Management
Massachusetts
$1.09M -$23.9K -1,903 -2%
TA
17
Teton Advisors
New York
$1.05M
FM
18
Forward Management
California
$936K -$57.6K -4,591 -6%
Northern Trust
19
Northern Trust
Illinois
$877K +$898K +71,636 New
BIT
20
BlackRock Institutional Trust
California
$771K +$626K +49,920 +381%
BCM
21
Bridgeway Capital Management
Texas
$734K
EA
22
Emerald Acquisition
Washington
$671K +$687K +54,800 New
State Street
23
State Street
Massachusetts
$623K +$638K +50,853 New
Geode Capital Management
24
Geode Capital Management
Massachusetts
$453K +$106K +8,482 +30%
HIM
25
Hillsdale Investment Management
Ontario, Canada
$338K +$346K +27,600 New

SAMG Hedge Fund Activity: Q2 2016 in Review

55 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q2 2016, worth a combined $72.7M — up 2.7% from $70.8M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SAMG positions and 5 closed out — a net gain of 11 holders — while 21 added to existing stakes and 10 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $2.07M. The largest seller was Community Trust & Investment, exiting entirely with an estimated $2.04M sold.

  • 55 institutional investors held Silvercrest Asset Management (SAMG) as of Q2 2016, up from 45 in Q1 2016.
  • Funds reported $72.7M of Silvercrest Asset Management stock for Q2 2016, up 2.7% quarter-over-quarter.
  • 16 funds opened new Silvercrest Asset Management positions in Q2 2016 and 5 closed out, a net change of +11 holders.
  • The largest Silvercrest Asset Management buyer in Q2 2016 was BlackRock Fund Advisors, an estimated $2.07M added.
  • The largest Silvercrest Asset Management seller in Q2 2016 was Community Trust & Investment, an estimated $2.04M sold.

Based on aggregated 13F filings for Q2 2016.