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Silvercrest Asset Management

59 hedge funds and large institutions have $93.8M invested in Silvercrest Asset Management in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $88M → $93.8M (+$5.77M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.46% less ownership

Funds ownership: 79.69%77.22% (-2.5%)

6% less funds holding

Funds holding: 6359 (-4)

21% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 19

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
15
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
1
Boston Partners
Massachusetts
$8.69M -$1.01M -70,800 -10%
RA
2
Royce & Associates
New York
$8.47M -$145K -10,200 -2%
BFC
3
Banc Funds Company
Illinois
$7.88M
Wellington Management Group
4
Wellington Management Group
Massachusetts
$7.46M +$1.54M +107,921 +26%
MCA
5
Mendon Capital Advisors
Florida
$7.18M -$152K -10,673 -2%
BlackRock
6
BlackRock
New York
$6.78M -$510K -35,822 -7%
PAIM
7
Punch & Associates Investment Management
Minnesota
$6.67M -$278K -19,522 -4%
Vanguard Group
8
Vanguard Group
Pennsylvania
$5.38M +$9.52K +669 +0.2%
PCM
9
Perritt Capital Management
Illinois
$4.85M -$128K -9,000 -3%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$4.73M -$192K -13,522 -4%
PRCP
11
Pacific Ridge Capital Partners
Oregon
$4.3M +$671K +47,133 +18%
Renaissance Technologies
12
Renaissance Technologies
New York
$3.1M +$73.4K +5,156 +2%
CCM
13
Cadence Capital Management
Massachusetts
$2.3M +$41.1K +2,886 +2%
KTA
14
Keeley-Teton Advisors
Illinois
$1.98M -$170K -11,946 -8%
State Street
15
State Street
Massachusetts
$1.56M -$18.1K -1,271 -1%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$1.53M +$138K +9,695 +10%
Northern Trust
17
Northern Trust
Illinois
$1.24M +$4.34K +305 +0.4%
TA
18
Teton Advisors
New York
$1.21M
Geode Capital Management
19
Geode Capital Management
Massachusetts
$918K +$55.9K +3,932 +6%
BCM
20
Bridgeway Capital Management
Texas
$879K
HIM
21
Hanlon Investment Management
New Jersey
$826K +$825K +58,000 New
HIM
22
Hillsdale Investment Management
Ontario, Canada
$794K -$1.99K -140 -0.3%
PAM
23
Panagora Asset Management
Massachusetts
$747K +$123K +8,654 +20%
GIP
24
Granite Investment Partners
California
$636K +$295K +20,762 +87%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$568K +$13.7K +965 +2%

SAMG Hedge Fund Activity: Q1 2019 in Review

59 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q1 2019, worth a combined $93.8M — up 6.6% from $88M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SAMG and 5 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 15 added.

The largest buyer was Wellington Management Group, adding an estimated $1.54M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $1.41M sold.

  • 59 institutional investors held Silvercrest Asset Management (SAMG) as of Q1 2019, down from 63 in Q4 2018.
  • Funds reported $93.8M of Silvercrest Asset Management stock for Q1 2019, up 6.6% quarter-over-quarter.
  • 5 funds opened new Silvercrest Asset Management positions in Q1 2019 and 8 closed out, a net change of -3 holders.
  • The largest Silvercrest Asset Management buyer in Q1 2019 was Wellington Management Group, an estimated $1.54M added.
  • The largest Silvercrest Asset Management seller in Q1 2019 was Curi RMB Capital, an estimated $1.41M sold.

Based on aggregated 13F filings for Q1 2019.