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Silvercrest Asset Management

58 hedge funds and large institutions have $78M invested in Silvercrest Asset Management in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

73.65% more ownership

Funds ownership: 0%73.65% (+74%)

12% more capital invested

Capital invested by funds: $69.4M → $78M (+$8.55M)

4% more funds holding

Funds holding: 5658 (+2)

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
26
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$9.96M
RA
2
Royce & Associates
New York
$8.86M
MCA
3
Mendon Capital Advisors
Florida
$7.9M
Boston Partners
4
Boston Partners
Massachusetts
$6.9M +$122K +9,755 +2%
PAIM
5
Punch & Associates Investment Management
Minnesota
$6.61M +$449K +36,016 +8%
PCM
6
Perritt Capital Management
Illinois
$4.62M +$6.24K +500 +0.1%
Vanguard Group
7
Vanguard Group
Pennsylvania
$4.27M -$16.2K -1,302 -0.4%
CRC
8
Curi RMB Capital
Illinois
$3.61M +$1.31M +104,768 +62%
BFA
9
BlackRock Fund Advisors
California
$2.96M +$370K +29,654 +15%
KAM
10
Keeley Asset Management
Illinois
$2.93M -$1.16M -93,262 -29%
Renaissance Technologies
11
Renaissance Technologies
New York
$1.79M +$56.1K +4,500 +3%
GIP
12
Granite Investment Partners
California
$1.42M -$168K -13,505 -11%
CA
13
Continental Advisors
Utah
$1.21M
CCM
14
Cadence Capital Management
Massachusetts
$1.19M +$27.1K +2,172 +2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$1.14M -$40.3K -3,234 -4%
TA
16
Teton Advisors
New York
$1.12M
Northern Trust
17
Northern Trust
Illinois
$952K +$11.8K +949 +1%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$907K +$860K +69,000 New
BIT
19
BlackRock Institutional Trust
California
$878K +$33.1K +2,657 +4%
State Street
20
State Street
Massachusetts
$848K +$107K +8,604 +15%
BCM
21
Bridgeway Capital Management
Texas
$811K +$20.9K +1,675 +3%
PRCP
22
Pacific Ridge Capital Partners
Oregon
$726K +$689K +55,210 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$626K +$225K +18,075 +61%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$540K +$49.9K +4,000 +11%
PAM
25
Panagora Asset Management
Massachusetts
$516K +$237K +18,975 +93%

SAMG Hedge Fund Activity: Q4 2016 in Review

58 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q4 2016, worth a combined $78M — up 12% from $69.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SAMG positions and 4 closed out — a net gain of 3 holders — while 26 added to existing stakes and 14 trimmed.

The largest buyer was Curi RMB Capital, adding an estimated $1.31M. The largest seller was Maltese Capital Management, cutting an estimated $2.13M.

  • 58 institutional investors held Silvercrest Asset Management (SAMG) as of Q4 2016, up from 56 in Q3 2016.
  • Funds reported $78M of Silvercrest Asset Management stock for Q4 2016, up 12% quarter-over-quarter.
  • 7 funds opened new Silvercrest Asset Management positions in Q4 2016 and 4 closed out, a net change of +3 holders.
  • The largest Silvercrest Asset Management buyer in Q4 2016 was Curi RMB Capital, an estimated $1.31M added.
  • The largest Silvercrest Asset Management seller in Q4 2016 was Maltese Capital Management, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2016.