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Silvercrest Asset Management

66 hedge funds and large institutions have $92.2M invested in Silvercrest Asset Management in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 15

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

3% more funds holding

Funds holding: 6466 (+2)

0.84% more ownership

Funds ownership: 79.28%80.12% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less capital invested

Capital invested by funds: $107M → $92.2M (-$14.8M)

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
31
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$8.69M -$1.49M -92,379 -13%
RA
2
Royce & Associates
New York
$8.56M -$38.7K -2,400 -0.4%
Boston Partners
3
Boston Partners
Massachusetts
$8.15M +$290K +17,997 +3%
MCA
4
Mendon Capital Advisors
Florida
$7.63M -$401K -24,899 -4%
BlackRock
5
BlackRock
New York
$7.07M +$330K +20,505 +4%
PAIM
6
Punch & Associates Investment Management
Minnesota
$6.83M -$787K -48,834 -9%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$5.38M +$1.66M +102,988 +36%
Vanguard Group
8
Vanguard Group
Pennsylvania
$5.2M +$814K +50,494 +16%
PCM
9
Perritt Capital Management
Illinois
$4.84M
PRCP
10
Pacific Ridge Capital Partners
Oregon
$3.49M -$467K -28,953 -10%
Renaissance Technologies
11
Renaissance Technologies
New York
$3.26M +$483K +30,000 +15%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$3M +$307K +19,046 +10%
KTA
13
Keeley-Teton Advisors
Illinois
$2.1M -$734K -45,558 -23%
CCM
14
Cadence Capital Management
Massachusetts
$2.03M +$374K +23,232 +19%
CRC
15
Curi RMB Capital
Illinois
$1.47M -$853K -52,963 -33%
State Street
16
State Street
Massachusetts
$1.43M +$112K +6,968 +7%
Northern Trust
17
Northern Trust
Illinois
$1.21M +$16.6K +1,033 +1%
TA
18
Teton Advisors
New York
$1.18M
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$1.13M +$215K +13,326 +20%
ACM
20
Ativo Capital Management
Illinois
$956K
BCM
21
Bridgeway Capital Management
Texas
$854K
Geode Capital Management
22
Geode Capital Management
Massachusetts
$786K +$45.6K +2,832 +5%
HIM
23
Hillsdale Investment Management
Ontario, Canada
$773K +$884K +54,840 +5,484%
Deutsche Bank
24
Deutsche Bank
Germany
$723K +$197K +12,212 +30%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$606K +$131K +8,140 +23%

SAMG Hedge Fund Activity: Q3 2018 in Review

66 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q3 2018, worth a combined $92.2M — down 14% from $107M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SAMG positions and 2 closed out — a net gain of 2 holders — while 31 added to existing stakes and 15 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.66M. The largest seller was Banc Funds Company, cutting an estimated $1.49M.

  • 66 institutional investors held Silvercrest Asset Management (SAMG) as of Q3 2018, up from 64 in Q2 2018.
  • Funds reported $92.2M of Silvercrest Asset Management stock for Q3 2018, down 14% quarter-over-quarter.
  • 4 funds opened new Silvercrest Asset Management positions in Q3 2018 and 2 closed out, a net change of +2 holders.
  • The largest Silvercrest Asset Management buyer in Q3 2018 was Wellington Management Group, an estimated $1.66M added.
  • The largest Silvercrest Asset Management seller in Q3 2018 was Banc Funds Company, an estimated $1.49M sold.

Based on aggregated 13F filings for Q3 2018.