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Silvercrest Asset Management

55 hedge funds and large institutions have $79M invested in Silvercrest Asset Management in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

1% more capital invested

Capital invested by funds: $78M → $79M (+$1.01M)

0.08% more ownership

Funds ownership: 73.65%73.73% (+0.08%)

5% less funds holding

Funds holding: 5855 (-3)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

Holders
55
Holders Change
-3
Holders Change %
-5.17%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$10.1M
RA
2
Royce & Associates
New York
$8.37M -$615K -45,000 -7%
MCA
3
Mendon Capital Advisors
Florida
$7.99M
PAIM
4
Punch & Associates Investment Management
Minnesota
$7.56M +$898K +65,736 +13%
Boston Partners
5
Boston Partners
Massachusetts
$7.08M +$104K +7,585 +1%
PCM
6
Perritt Capital Management
Illinois
$4.69M +$19.1K +1,400 +0.4%
Vanguard Group
7
Vanguard Group
Pennsylvania
$4.36M +$36.6K +2,682 +0.8%
BlackRock
8
BlackRock
New York
$4.35M +$4.46M +326,670 +138,419%
CRC
9
Curi RMB Capital
Illinois
$3.65M
KTA
10
Keeley-Teton Advisors
Illinois
$2.81M +$2.89M +211,255 New
PRCP
11
Pacific Ridge Capital Partners
Oregon
$2.6M +$1.91M +140,037 +254%
Renaissance Technologies
12
Renaissance Technologies
New York
$1.78M -$28.7K -2,100 -2%
GIP
13
Granite Investment Partners
California
$1.43M -$13K -954 -0.9%
CCM
14
Cadence Capital Management
Massachusetts
$1.25M +$53.7K +3,931 +4%
TA
15
Teton Advisors
New York
$1.13M
CA
16
Continental Advisors
Utah
$1.01M -$220K -16,078 -17%
Northern Trust
17
Northern Trust
Illinois
$987K +$25.4K +1,861 +3%
State Street
18
State Street
Massachusetts
$949K +$95.1K +6,959 +11%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$906K -$12.3K -900 -1%
BCM
20
Bridgeway Capital Management
Texas
$820K
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$798K -$359K -26,282 -30%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$549K +$2.38K +174 +0.4%
PAM
23
Panagora Asset Management
Massachusetts
$510K -$13.4K -983 -2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$429K -$209K -15,325 -32%
Wells Fargo
25
Wells Fargo
California
$365K -$19.1K -1,400 -5%

SAMG Hedge Fund Activity: Q1 2017 in Review

55 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q1 2017, worth a combined $79M — up 1.3% from $78M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SAMG positions and 3 closed out — a net gain of 2 holders — while 16 added to existing stakes and 22 trimmed.

The largest buyer was BlackRock, adding an estimated $4.46M. The largest seller was Royce & Associates, cutting an estimated $615K.

  • 55 institutional investors held Silvercrest Asset Management (SAMG) as of Q1 2017, down from 58 in Q4 2016.
  • Funds reported $79M of Silvercrest Asset Management stock for Q1 2017, up 1.3% quarter-over-quarter.
  • 5 funds opened new Silvercrest Asset Management positions in Q1 2017 and 3 closed out, a net change of +2 holders.
  • The largest Silvercrest Asset Management buyer in Q1 2017 was BlackRock, an estimated $4.46M added.
  • The largest Silvercrest Asset Management seller in Q1 2017 was Royce & Associates, an estimated $615K sold.

Based on aggregated 13F filings for Q1 2017.