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Silvercrest Asset Management

77 hedge funds and large institutions have $119M invested in Silvercrest Asset Management in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

107% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 14

28% more funds holding

Funds holding: 6077 (+17)

4.72% more ownership

Funds ownership: 68.46%73.18% (+4.7%)

13% less capital invested

Capital invested by funds: $137M → $119M (-$18.2M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
77
Holders Change
+17
Holders Change %
+28.33%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
25
Increased
29
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CM
1
Capital Management
Virginia
$12.2M -$392K -19,708 -3%
RA
2
Royce & Associates
New York
$10.2M -$1.75M -88,245 -12%
Boston Partners
3
Boston Partners
Massachusetts
$9.48M +$311K +15,650 +3%
BlackRock
4
BlackRock
New York
$7.56M +$7.58M +381,431 +480%
LPP
5
Long Path Partners
Connecticut
$6.66M +$8.07M +406,064 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$6.62M +$938K +47,208 +13%
PRCP
7
Pacific Ridge Capital Partners
Oregon
$6.01M -$713K -35,863 -9%
ICM
8
Invenomic Capital Management
Massachusetts
$5.64M +$37.1K +1,868 +0.5%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$5.36M
PAIM
10
Punch & Associates Investment Management
Minnesota
$4.65M -$2.93M -147,400 -34%
PCM
11
Perritt Capital Management
Illinois
$3.92M -$189K -9,500 -4%
BFC
12
Banc Funds Company
Illinois
$3.34M
KTA
13
Keeley-Teton Advisors
Illinois
$2.96M -$442K -22,234 -11%
Renaissance Technologies
14
Renaissance Technologies
New York
$2.83M +$131K +6,579 +4%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$2.79M +$167K +8,428 +5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$2.58M +$1.53M +77,137 +96%
CSPAM
17
Cary Street Partners Asset Management
Virginia
$2.17M +$42.6K +2,145 +2%
Victory Capital Management
18
Victory Capital Management
Texas
$2.13M -$653K -32,854 -20%
AA
19
Ancora Advisors
Ohio
$1.77M
GC
20
Globeflex Capital
California
$1.53M
State Street
21
State Street
Massachusetts
$1.48M +$1.33M +67,163 +289%
Northern Trust
22
Northern Trust
Illinois
$1.36M +$1.33M +66,823 +419%
TA
23
Teton Advisors
New York
$1.2M -$19.9K -1,000 -1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.05M +$532K +26,784 +72%
Morgan Stanley
25
Morgan Stanley
New York
$928K +$513K +25,798 +84%

SAMG Hedge Fund Activity: Q2 2022 in Review

77 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q2 2022, worth a combined $119M — down 13% from $137M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SAMG positions and 7 closed out — a net gain of 18 holders — while 29 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, adding an estimated $7.58M. The largest seller was Punch & Associates Investment Management, cutting an estimated $2.93M.

  • 77 institutional investors held Silvercrest Asset Management (SAMG) as of Q2 2022, up from 60 in Q1 2022.
  • Funds reported $119M of Silvercrest Asset Management stock for Q2 2022, down 13% quarter-over-quarter.
  • 25 funds opened new Silvercrest Asset Management positions in Q2 2022 and 7 closed out, a net change of +18 holders.
  • The largest Silvercrest Asset Management buyer in Q2 2022 was BlackRock, an estimated $7.58M added.
  • The largest Silvercrest Asset Management seller in Q2 2022 was Punch & Associates Investment Management, an estimated $2.93M sold.

Based on aggregated 13F filings for Q2 2022.