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Silvercrest Asset Management

64 hedge funds and large institutions have $107M invested in Silvercrest Asset Management in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

21% more funds holding

Funds holding: 5364 (+11)

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

9% more capital invested

Capital invested by funds: $97.9M → $107M (+$9.1M)

0.23% more ownership

Funds ownership: 79.04%79.28% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
64
Holders Change
+11
Holders Change %
+20.75%
% of All Funds
1.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
20
Reduced
17
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$11.7M -$591K -37,127 -5%
RA
2
Royce & Associates
New York
$10.1M -$84.4K -5,300 -0.8%
MCA
3
Mendon Capital Advisors
Florida
$9.38M -$227K -14,278 -2%
Boston Partners
4
Boston Partners
Massachusetts
$9.3M -$826K -51,909 -8%
PAIM
5
Punch & Associates Investment Management
Minnesota
$8.83M -$50.4K -3,166 -0.6%
BlackRock
6
BlackRock
New York
$7.98M +$1.61M +100,966 +26%
PCM
7
Perritt Capital Management
Illinois
$5.7M
Vanguard Group
8
Vanguard Group
Pennsylvania
$5.29M +$237K +14,900 +5%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$4.65M +$166K +10,418 +4%
PRCP
10
Pacific Ridge Capital Partners
Oregon
$4.58M +$324K +20,342 +8%
Renaissance Technologies
11
Renaissance Technologies
New York
$3.35M +$473K +29,700 +17%
KTA
12
Keeley-Teton Advisors
Illinois
$3.22M -$58K -3,642 -2%
Russell Investments Group
13
Russell Investments Group
United Kingdom
$3.22M +$123K +7,700 +4%
CRC
14
Curi RMB Capital
Illinois
$2.6M -$1.63M -102,087 -39%
CCM
15
Cadence Capital Management
Massachusetts
$2.01M +$208K +13,036 +12%
State Street
16
State Street
Massachusetts
$1.58M -$13.7K -863 -0.9%
Northern Trust
17
Northern Trust
Illinois
$1.4M +$174K +10,914 +15%
TA
18
Teton Advisors
New York
$1.39M
ACM
19
Ativo Capital Management
Illinois
$1.13M +$1.1M +69,021 New
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$1.11M
BCM
21
Bridgeway Capital Management
Texas
$1M
Geode Capital Management
22
Geode Capital Management
Massachusetts
$879K +$110K +6,931 +15%
PAM
23
Panagora Asset Management
Massachusetts
$699K -$215K -13,486 -24%
Deutsche Bank
24
Deutsche Bank
Germany
$652K +$212K +13,307 +50%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$628K +$38.8K +2,437 +7%

SAMG Hedge Fund Activity: Q2 2018 in Review

64 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q2 2018, worth a combined $107M — up 9.3% from $97.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SAMG positions and 1 closed out — a net gain of 11 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was BlackRock, adding an estimated $1.61M. The largest seller was Curi RMB Capital, cutting an estimated $1.63M.

  • 64 institutional investors held Silvercrest Asset Management (SAMG) as of Q2 2018, up from 53 in Q1 2018.
  • Funds reported $107M of Silvercrest Asset Management stock for Q2 2018, up 9.3% quarter-over-quarter.
  • 12 funds opened new Silvercrest Asset Management positions in Q2 2018 and 1 closed out, a net change of +11 holders.
  • The largest Silvercrest Asset Management buyer in Q2 2018 was BlackRock, an estimated $1.61M added.
  • The largest Silvercrest Asset Management seller in Q2 2018 was Curi RMB Capital, an estimated $1.63M sold.

Based on aggregated 13F filings for Q2 2018.