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Silvercrest Asset Management

77 hedge funds and large institutions have $115M invested in Silvercrest Asset Management in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 27

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding

Funds holding: 7777 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $119M → $115M (-$3.63M)

2.26% less ownership

Funds ownership: 73.18%70.92% (-2.3%)

Holders
77
Holders Change
Holders Change %
0%
% of All Funds
1.33%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
34
Reduced
27
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$9.93M -$204K -11,420 -2%
Boston Partners
2
Boston Partners
Massachusetts
$9.19M -$287K -16,097 -3%
LPP
3
Long Path Partners
Connecticut
$8.53M +$2.06M +115,413 +28%
BlackRock
4
BlackRock
New York
$7.79M +$275K +15,403 +3%
CM
5
Capital Management
Virginia
$7.68M -$4.89M -274,060 -37%
Vanguard Group
6
Vanguard Group
Pennsylvania
$6.83M +$248K +13,926 +3%
PRCP
7
Pacific Ridge Capital Partners
Oregon
$5.8M -$197K -11,028 -3%
ICM
8
Invenomic Capital Management
Massachusetts
$5.48M -$157K -8,782 -3%
PAIM
9
Punch & Associates Investment Management
Minnesota
$4.63M -$4.81K -270 -0.1%
PCM
10
Perritt Capital Management
Illinois
$3.89M -$14.3K -800 -0.3%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$3.85M -$1.62M -91,000 -28%
BFC
12
Banc Funds Company
Illinois
$3.32M
KTA
13
Keeley-Teton Advisors
Illinois
$2.86M -$94.6K -5,308 -3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$2.83M +$50.7K +2,841 +2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$2.63M +$60.4K +3,390 +2%
Renaissance Technologies
16
Renaissance Technologies
New York
$2.59M -$250K -14,000 -8%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$2.28M +$2.49M +139,440 New
CSPAM
18
Cary Street Partners Asset Management
Virginia
$2.25M +$99.9K +5,601 +4%
Victory Capital Management
19
Victory Capital Management
Texas
$2.12M -$1.43K -80 -0.1%
AA
20
Ancora Advisors
Ohio
$1.86M +$110K +6,164 +6%
State Street
21
State Street
Massachusetts
$1.67M +$209K +11,696 +13%
Northern Trust
22
Northern Trust
Illinois
$1.34M -$11.9K -668 -0.8%
Ameriprise
23
Ameriprise
Minnesota
$1.22M +$591K +33,170 +80%
TA
24
Teton Advisors
New York
$1.15M -$44.6K -2,500 -3%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.13M +$93.2K +5,225 +8%

SAMG Hedge Fund Activity: Q3 2022 in Review

77 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q3 2022, worth a combined $115M — down 3.1% from $119M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SAMG positions and 7 closed out — a net gain of 1 holder — while 34 added to existing stakes and 27 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $2.49M. The largest seller was Capital Management, cutting an estimated $4.89M.

  • 77 institutional investors held Silvercrest Asset Management (SAMG) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $115M of Silvercrest Asset Management stock for Q3 2022, down 3.1% quarter-over-quarter.
  • 8 funds opened new Silvercrest Asset Management positions in Q3 2022 and 7 closed out, a net change of +1 holder.
  • The largest Silvercrest Asset Management buyer in Q3 2022 was Hotchkis & Wiley Capital Management, an estimated $2.49M added.
  • The largest Silvercrest Asset Management seller in Q3 2022 was Capital Management, an estimated $4.89M sold.

Based on aggregated 13F filings for Q3 2022.