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Silvercrest Asset Management

55 hedge funds and large institutions have $82M invested in Silvercrest Asset Management in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

37% more capital invested

Capital invested by funds: $59.8M → $82M (+$22.3M)

4% more funds holding

Funds holding: 5355 (+2)

1.32% more ownership

Funds ownership: 66.55%67.88% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
19
Reduced
23
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.69M +$1.74M +163,843 +32%
RA
2
Royce & Associates
New York
$6.93M
BlackRock
3
BlackRock
New York
$6.59M +$589K +55,538 +12%
BFC
4
Banc Funds Company
Illinois
$6.58M -$371K -35,000 -6%
PRCP
5
Pacific Ridge Capital Partners
Oregon
$6.04M +$734K +69,155 +17%
Russell Investments Group
6
Russell Investments Group
United Kingdom
$6.03M +$476K +44,889 +10%
Boston Partners
7
Boston Partners
Massachusetts
$5.31M -$1.12M -105,210 -20%
PAIM
8
Punch & Associates Investment Management
Minnesota
$4.84M -$252K -23,715 -6%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$4.76M -$2.01M -189,200 -34%
PCM
10
Perritt Capital Management
Illinois
$3.58M -$136K -12,837 -4%
Renaissance Technologies
11
Renaissance Technologies
New York
$3.43M -$312K -29,414 -10%
KTA
12
Keeley-Teton Advisors
Illinois
$3.14M +$802K +75,536 +44%
CCM
13
Cadence Capital Management
Massachusetts
$1.86M +$94.2K +8,873 +6%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.58M +$52.1K +4,912 +4%
State Street
15
State Street
Massachusetts
$1.56M +$76.8K +7,232 +6%
Northern Trust
16
Northern Trust
Illinois
$1.31M +$91.8K +8,652 +9%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.28M +$222K +20,873 +26%
TA
18
Teton Advisors
New York
$1M -$10.6K -1,000 -1%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$926K +$65.6K +6,178 +9%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$802K +$661K +62,281 New
HIM
21
Hillsdale Investment Management
Ontario, Canada
$775K
PAM
22
Panagora Asset Management
Massachusetts
$675K -$10.3K -971 -2%
BCM
23
Bridgeway Capital Management
Texas
$541K -$73.2K -6,900 -14%
N
24
Nuveen
North Carolina
$408K +$72.6K +6,836 +27%
HIM
25
Hanlon Investment Management
New Jersey
$369K

SAMG Hedge Fund Activity: Q2 2020 in Review

55 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q2 2020, worth a combined $82M — up 37% from $59.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SAMG positions and 2 closed out — a net gain of 2 holders — while 19 added to existing stakes and 23 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.74M. The largest seller was Wellington Management Group, cutting an estimated $2.01M.

  • 55 institutional investors held Silvercrest Asset Management (SAMG) as of Q2 2020, up from 53 in Q1 2020.
  • Funds reported $82M of Silvercrest Asset Management stock for Q2 2020, up 37% quarter-over-quarter.
  • 4 funds opened new Silvercrest Asset Management positions in Q2 2020 and 2 closed out, a net change of +2 holders.
  • The largest Silvercrest Asset Management buyer in Q2 2020 was Vanguard Group, an estimated $1.74M added.
  • The largest Silvercrest Asset Management seller in Q2 2020 was Wellington Management Group, an estimated $2.01M sold.

Based on aggregated 13F filings for Q2 2020.