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Silvercrest Asset Management

87 hedge funds and large institutions have $136M invested in Silvercrest Asset Management in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 32 increasing their positions, 35 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

10% more capital invested

Capital invested by funds: $123M → $136M (+$12.2M)

2% more funds holding

Funds holding: 8587 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.29% less ownership

Funds ownership: 71.04%70.76% (-0.29%)

9% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 35

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
32
Reduced
35
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPP
1
Long Path Partners
Connecticut
$14.2M +$335K +17,518 +3%
RA
2
Royce & Associates
New York
$11.2M -$468K -24,450 -4%
BlackRock
3
BlackRock
New York
$10.2M +$727K +37,982 +8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.28M -$101K -5,298 -1%
Boston Partners
5
Boston Partners
Massachusetts
$8.35M -$456K -23,848 -5%
CM
6
Capital Management
Virginia
$5.99M -$846K -44,225 -13%
PRCP
7
Pacific Ridge Capital Partners
Oregon
$5.9M -$1.06M -55,567 -16%
PAIM
8
Punch & Associates Investment Management
Minnesota
$5.72M
ICM
9
Invenomic Capital Management
Massachusetts
$4.48M -$2.1M -109,572 -33%
KTA
10
Keeley-Teton Advisors
Illinois
$4.24M -$4.55K -238 -0.1%
PCM
11
Perritt Capital Management
Illinois
$4.18M -$214K -11,200 -5%
BFC
12
Banc Funds Company
Illinois
$4.12M
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$3.81M +$94.4K +4,936 +3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$3.77M +$223K +11,659 +7%
Renaissance Technologies
15
Renaissance Technologies
New York
$3.1M +$52.6K +2,750 +2%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$3.04M +$92.4K +4,830 +3%
State Street
17
State Street
Massachusetts
$2.79M -$62.6K -3,273 -2%
CSPAM
18
Cary Street Partners Asset Management
Virginia
$2.7M -$52.6K -2,752 -2%
AA
19
Ancora Advisors
Ohio
$2.48M
Diamond Hill Capital Management
20
Diamond Hill Capital Management
Ohio
$1.7M +$1.19M +61,952 +279%
Northern Trust
21
Northern Trust
Illinois
$1.63M +$11.4K +594 +0.7%
Ameriprise
22
Ameriprise
Minnesota
$1.56M +$55.2K +2,886 +4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.4M -$33.5K -1,750 -2%
TA
24
Teton Advisors
New York
$1.38M -$13.4K -700 -1%
GC
25
Globeflex Capital
California
$1.34M

SAMG Hedge Fund Activity: Q2 2023 in Review

87 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q2 2023, worth a combined $136M — up 9.9% from $123M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SAMG positions and 2 closed out — a net gain of 2 holders — while 32 added to existing stakes and 35 trimmed.

The largest buyer was Diamond Hill Capital Management, adding an estimated $1.19M. The largest seller was Invenomic Capital Management, cutting an estimated $2.1M.

  • 87 institutional investors held Silvercrest Asset Management (SAMG) as of Q2 2023, up from 85 in Q1 2023.
  • Funds reported $136M of Silvercrest Asset Management stock for Q2 2023, up 9.9% quarter-over-quarter.
  • 4 funds opened new Silvercrest Asset Management positions in Q2 2023 and 2 closed out, a net change of +2 holders.
  • The largest Silvercrest Asset Management buyer in Q2 2023 was Diamond Hill Capital Management, an estimated $1.19M added.
  • The largest Silvercrest Asset Management seller in Q2 2023 was Invenomic Capital Management, an estimated $2.1M sold.

Based on aggregated 13F filings for Q2 2023.