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Silvercrest Asset Management

63 hedge funds and large institutions have $88M invested in Silvercrest Asset Management in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.43% less ownership

Funds ownership: 80.12%79.69% (-0.43%)

5% less capital invested

Capital invested by funds: $92.2M → $88M (-$4.22M)

5% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 20

5% less funds holding

Funds holding: 6663 (-3)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
19
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
1
Boston Partners
Massachusetts
$9M +$1.27M +91,719 +16%
RA
2
Royce & Associates
New York
$8M -$190K -13,700 -2%
BFC
3
Banc Funds Company
Illinois
$7.28M -$1.04M -74,895 -12%
MCA
4
Mendon Capital Advisors
Florida
$6.8M -$505K -36,302 -7%
BlackRock
5
BlackRock
New York
$6.77M +$21K +1,509 +0.3%
PAIM
6
Punch & Associates Investment Management
Minnesota
$6.45M -$76.4K -5,500 -1%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$5.5M +$381K +27,411 +7%
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.99M +$22.3K +1,606 +0.4%
PCM
9
Perritt Capital Management
Illinois
$4.62M
Russell Investments Group
10
Russell Investments Group
United Kingdom
$4.57M +$1.79M +128,821 +60%
PRCP
11
Pacific Ridge Capital Partners
Oregon
$3.37M +$44.1K +3,171 +1%
Renaissance Technologies
12
Renaissance Technologies
New York
$2.81M -$321K -23,100 -10%
CCM
13
Cadence Capital Management
Massachusetts
$2.1M +$164K +11,766 +8%
KTA
14
Keeley-Teton Advisors
Illinois
$2M -$15.4K -1,110 -0.7%
State Street
15
State Street
Massachusetts
$1.47M +$102K +7,371 +7%
CRC
16
Curi RMB Capital
Illinois
$1.41M
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$1.29M +$221K +15,883 +19%
Northern Trust
18
Northern Trust
Illinois
$1.14M -$7.74K -557 -0.6%
TA
19
Teton Advisors
New York
$1.13M
BCM
20
Bridgeway Capital Management
Texas
$816K
Geode Capital Management
21
Geode Capital Management
Massachusetts
$800K +$51.9K +3,736 +7%
HIM
22
Hillsdale Investment Management
Ontario, Canada
$739K
PAM
23
Panagora Asset Management
Massachusetts
$579K +$6.06K +436 +1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$515K -$13.5K -972 -2%
Morgan Stanley
25
Morgan Stanley
New York
$380K +$11.6K +832 +3%

SAMG Hedge Fund Activity: Q4 2018 in Review

63 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q4 2018, worth a combined $88M — down 4.6% from $92.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SAMG and 5 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 19 added.

The largest buyer was Russell Investments Group, adding an estimated $1.79M. The largest seller was Banc Funds Company, cutting an estimated $1.04M.

  • 63 institutional investors held Silvercrest Asset Management (SAMG) as of Q4 2018, down from 66 in Q3 2018.
  • Funds reported $88M of Silvercrest Asset Management stock for Q4 2018, down 4.6% quarter-over-quarter.
  • 5 funds opened new Silvercrest Asset Management positions in Q4 2018 and 8 closed out, a net change of -3 holders.
  • The largest Silvercrest Asset Management buyer in Q4 2018 was Russell Investments Group, an estimated $1.79M added.
  • The largest Silvercrest Asset Management seller in Q4 2018 was Banc Funds Company, an estimated $1.04M sold.

Based on aggregated 13F filings for Q4 2018.