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Silvercrest Asset Management

49 hedge funds and large institutions have $80M invested in Silvercrest Asset Management in 2017 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

1% more capital invested

Capital invested by funds: $79M → $80M (+$1.05M)

0.27% less ownership

Funds ownership: 73.73%73.46% (-0.27%)

11% less funds holding

Funds holding: 5549 (-6)

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
49
Holders Change
-6
Holders Change %
-10.91%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
23
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$10.2M
RA
2
Royce & Associates
New York
$8.49M +$32.6K +2,500 +0.4%
MCA
3
Mendon Capital Advisors
Florida
$8.08M
PAIM
4
Punch & Associates Investment Management
Minnesota
$7.52M -$126K -9,692 -2%
Boston Partners
5
Boston Partners
Massachusetts
$7.4M +$235K +18,011 +3%
PCM
6
Perritt Capital Management
Illinois
$4.74M -$9.15K -702 -0.2%
BlackRock
7
BlackRock
New York
$4.44M +$45.6K +3,498 +1%
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.42M +$14.5K +1,114 +0.3%
CRC
9
Curi RMB Capital
Illinois
$3.69M
PRCP
10
Pacific Ridge Capital Partners
Oregon
$3.1M +$465K +35,638 +18%
KTA
11
Keeley-Teton Advisors
Illinois
$2.84M
Renaissance Technologies
12
Renaissance Technologies
New York
$1.81M +$9.1K +698 +0.5%
GIP
13
Granite Investment Partners
California
$1.37M -$66.5K -5,097 -5%
CCM
14
Cadence Capital Management
Massachusetts
$1.32M +$52.8K +4,052 +4%
TA
15
Teton Advisors
New York
$1.14M
Russell Investments Group
16
Russell Investments Group
United Kingdom
$1.14M +$220K +16,900 +25%
State Street
17
State Street
Massachusetts
$1.09M +$122K +9,354 +13%
Northern Trust
18
Northern Trust
Illinois
$998K -$1.04K -80 -0.1%
BCM
19
Bridgeway Capital Management
Texas
$830K
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$785K -$21.4K -1,642 -3%
CA
21
Continental Advisors
Utah
$695K -$318K -24,388 -32%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$576K +$20.5K +1,574 +4%
PAM
23
Panagora Asset Management
Massachusetts
$550K +$33.3K +2,554 +7%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$436K +$2.44K +187 +0.6%
Wells Fargo
25
Wells Fargo
California
$369K

SAMG Hedge Fund Activity: Q2 2017 in Review

49 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q2 2017, worth a combined $80M — up 1.3% from $79M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of SAMG and 1 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 23 added.

The largest buyer was Pacific Ridge Capital Partners, adding an estimated $465K. The largest seller was Continental Advisors, cutting an estimated $318K.

  • 49 institutional investors held Silvercrest Asset Management (SAMG) as of Q2 2017, down from 55 in Q1 2017.
  • Funds reported $80M of Silvercrest Asset Management stock for Q2 2017, up 1.3% quarter-over-quarter.
  • 1 fund opened new Silvercrest Asset Management positions in Q2 2017 and 7 closed out, a net change of -6 holders.
  • The largest Silvercrest Asset Management buyer in Q2 2017 was Pacific Ridge Capital Partners, an estimated $465K added.
  • The largest Silvercrest Asset Management seller in Q2 2017 was Continental Advisors, an estimated $318K sold.

Based on aggregated 13F filings for Q2 2017.