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Silvercrest Asset Management

53 hedge funds and large institutions have $59.8M invested in Silvercrest Asset Management in 2020 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.73% less ownership

Funds ownership: 69.28%66.55% (-2.7%)

9% less funds holding

Funds holding: 5853 (-5)

25% less capital invested

Capital invested by funds: $80M → $59.8M (-$20.3M)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
53
Holders Change
-5
Holders Change %
-8.62%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
22
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$5.34M -$20.3K -1,764 -0.3%
BFC
2
Banc Funds Company
Illinois
$5.23M
RA
3
Royce & Associates
New York
$5.16M
Boston Partners
4
Boston Partners
Massachusetts
$4.95M -$648K -56,390 -10%
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.92M +$6.94K +604 +0.1%
BlackRock
6
BlackRock
New York
$4.38M +$46.7K +4,071 +0.9%
Russell Investments Group
7
Russell Investments Group
United Kingdom
$4.06M -$4.14K -361 -0.1%
PRCP
8
Pacific Ridge Capital Partners
Oregon
$3.84M +$238K +20,695 +5%
PAIM
9
Punch & Associates Investment Management
Minnesota
$3.82M
Renaissance Technologies
10
Renaissance Technologies
New York
$2.83M +$31K +2,700 +0.9%
PCM
11
Perritt Capital Management
Illinois
$2.79M -$238K -20,706 -7%
KTA
12
Keeley-Teton Advisors
Illinois
$1.62M +$839K +73,090 +74%
CCM
13
Cadence Capital Management
Massachusetts
$1.3M -$81.7K -7,113 -5%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.13M +$19.4K +1,686 +1%
State Street
15
State Street
Massachusetts
$1.09M +$14.6K +1,268 +1%
Northern Trust
16
Northern Trust
Illinois
$895K +$22.6K +1,969 +2%
TA
17
Teton Advisors
New York
$757K
Geode Capital Management
18
Geode Capital Management
Massachusetts
$753K +$39.5K +3,440 +5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$631K -$34.6K -3,013 -4%
HIM
20
Hillsdale Investment Management
Ontario, Canada
$577K
PAM
21
Panagora Asset Management
Massachusetts
$512K +$22.4K +1,953 +4%
BCM
22
Bridgeway Capital Management
Texas
$468K +$40.2K +3,500 +8%
Bank of America
23
Bank of America
North Carolina
$275K +$14K +1,218 +4%
HIM
24
Hanlon Investment Management
New Jersey
$274K
N
25
Nuveen
North Carolina
$240K -$528 -46 -0.2%

SAMG Hedge Fund Activity: Q1 2020 in Review

53 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q1 2020, worth a combined $59.8M — down 25% from $80M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of SAMG and 1 opened new positions — a net loss of 4 holders — while 18 trimmed existing stakes and 22 added.

The largest buyer was Keeley-Teton Advisors, adding an estimated $839K. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $791K sold.

  • 53 institutional investors held Silvercrest Asset Management (SAMG) as of Q1 2020, down from 58 in Q4 2019.
  • Funds reported $59.8M of Silvercrest Asset Management stock for Q1 2020, down 25% quarter-over-quarter.
  • 1 fund opened new Silvercrest Asset Management positions in Q1 2020 and 5 closed out, a net change of -4 holders.
  • The largest Silvercrest Asset Management buyer in Q1 2020 was Keeley-Teton Advisors, an estimated $839K added.
  • The largest Silvercrest Asset Management seller in Q1 2020 was CAPTRUST Financial Advisors, an estimated $791K sold.

Based on aggregated 13F filings for Q1 2020.