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Silvercrest Asset Management

58 hedge funds and large institutions have $80M invested in Silvercrest Asset Management in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

3% more capital invested

Capital invested by funds: $78M → $80M (+$1.99M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.31% less ownership

Funds ownership: 73.6%69.28% (-4.3%)

5% less funds holding

Funds holding: 6158 (-3)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
23
Reduced
12
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
1
Boston Partners
Massachusetts
$7.29M +$49.8K +3,945 +0.7%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$7.12M
BFC
3
Banc Funds Company
Illinois
$6.96M
RA
4
Royce & Associates
New York
$6.86M -$360K -28,500 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.53M +$777K +61,608 +13%
BlackRock
6
BlackRock
New York
$5.77M -$108K -8,555 -2%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$5.41M +$243K +19,277 +5%
PAIM
8
Punch & Associates Investment Management
Minnesota
$5.08M -$103K -8,140 -2%
PRCP
9
Pacific Ridge Capital Partners
Oregon
$4.85M +$778K +61,652 +19%
PCM
10
Perritt Capital Management
Illinois
$3.97M -$250K -19,800 -6%
Renaissance Technologies
11
Renaissance Technologies
New York
$3.73M +$402K +31,900 +12%
CCM
12
Cadence Capital Management
Massachusetts
$1.82M -$67.5K -5,351 -4%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$1.48M +$103K +8,193 +7%
State Street
14
State Street
Massachusetts
$1.44M +$32.8K +2,597 +2%
KTA
15
Keeley-Teton Advisors
Illinois
$1.24M -$9.21K -730 -0.7%
Northern Trust
16
Northern Trust
Illinois
$1.17M -$30.8K -2,438 -3%
TA
17
Teton Advisors
New York
$1.01M
Geode Capital Management
18
Geode Capital Management
Massachusetts
$958K +$39.5K +3,134 +4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$877K +$373K +29,548 +74%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$791K +$786K +62,281 New
HIM
21
Hillsdale Investment Management
Ontario, Canada
$767K +$106K +8,400 +16%
PAM
22
Panagora Asset Management
Massachusetts
$656K +$32.8K +2,597 +5%
BCM
23
Bridgeway Capital Management
Texas
$578K +$54.2K +4,300 +10%
HIM
24
Hanlon Investment Management
New Jersey
$365K
Bank of America
25
Bank of America
North Carolina
$350K -$9.31K -738 -3%

SAMG Hedge Fund Activity: Q4 2019 in Review

58 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q4 2019, worth a combined $80M — up 2.5% from $78M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of SAMG and 7 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 23 added.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $786K. The largest seller was Mendon Capital Advisors, exiting entirely with an estimated $2.37M sold.

  • 58 institutional investors held Silvercrest Asset Management (SAMG) as of Q4 2019, down from 61 in Q3 2019.
  • Funds reported $80M of Silvercrest Asset Management stock for Q4 2019, up 2.5% quarter-over-quarter.
  • 7 funds opened new Silvercrest Asset Management positions in Q4 2019 and 10 closed out, a net change of -3 holders.
  • The largest Silvercrest Asset Management buyer in Q4 2019 was CAPTRUST Financial Advisors, an estimated $786K added.
  • The largest Silvercrest Asset Management seller in Q4 2019 was Mendon Capital Advisors, an estimated $2.37M sold.

Based on aggregated 13F filings for Q4 2019.