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Silvercrest Asset Management

79 hedge funds and large institutions have $112M invested in Silvercrest Asset Management in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 21

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $101M → $112M (+$10.6M)

1% more funds holding

Funds holding: 7879 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.55% less ownership

Funds ownership: 68.5%67.95% (-0.55%)

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
32
Reduced
21
Closed
7
Calls
$9K
Puts
Net Calls
+$9K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
LPP
1
Long Path Partners
Connecticut
$16.2M
BlackRock
2
BlackRock
New York
$14.3M +$1.99M +123,532 +17%
RA
3
Royce & Associates
New York
$10.1M +$582K +36,063 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.93M +$143K +8,854 +2%
PAIM
5
Punch & Associates Investment Management
Minnesota
$7.82M +$24.9K +1,545 +0.3%
PRCP
6
Pacific Ridge Capital Partners
Oregon
$4.04M -$278K -17,223 -7%
KTA
7
Keeley-Teton Advisors
Illinois
$3.94M
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.85M +$169K +10,477 +5%
Boston Partners
9
Boston Partners
Massachusetts
$3.66M -$286K -17,712 -8%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$3.56M +$3.37K +209 +0.1%
PCM
11
Perritt Capital Management
Illinois
$3.26M -$104K -6,438 -3%
Renaissance Technologies
12
Renaissance Technologies
New York
$2.82M -$155K -9,600 -6%
AA
13
Ancora Advisors
Ohio
$2.82M
State Street
14
State Street
Massachusetts
$2.64M -$2.58K -160 -0.1%
Diamond Hill Capital Management
15
Diamond Hill Capital Management
Ohio
$2.14M +$3.1K +192 +0.2%
Morgan Stanley
16
Morgan Stanley
New York
$1.58M +$538K +33,333 +57%
Northern Trust
17
Northern Trust
Illinois
$1.27M +$12.2K +757 +1%
CSPIA
18
Cary Street Partners Investment Advisory
Virginia
$1.23M -$21.5K -1,335 -2%
CSPAM
19
Cary Street Partners Asset Management
Virginia
$1.18M -$13.1K -815 -1%
TA
20
Teton Advisors
New York
$1.12M -$56.4K -3,500 -5%
GC
21
Globeflex Capital
California
$1.1M
Citigroup
22
Citigroup
New York
$1.08M +$209K +12,956 +26%
Goldman Sachs
23
Goldman Sachs
New York
$989K +$588K +36,457 +175%
NCM
24
Novare Capital Management
North Carolina
$876K -$106K -6,600 -11%
HPC
25
HM Payson & Co
Maine
$831K -$134K -8,335 -15%

SAMG Hedge Fund Activity: Q3 2024 in Review

79 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Silvercrest Asset Management (SAMG) for Q3 2024, worth a combined $112M — up 11% from $101M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new SAMG positions and 7 closed out — a net gain of 1 holder — while 32 added to existing stakes and 21 trimmed.

The largest buyer was BlackRock, adding an estimated $1.99M. The largest seller was Banc Funds Company, exiting entirely with an estimated $2.04M sold.

  • 79 institutional investors held Silvercrest Asset Management (SAMG) as of Q3 2024, up from 78 in Q2 2024.
  • Funds reported $112M of Silvercrest Asset Management stock for Q3 2024, up 11% quarter-over-quarter.
  • 8 funds opened new Silvercrest Asset Management positions in Q3 2024 and 7 closed out, a net change of +1 holder.
  • The largest Silvercrest Asset Management buyer in Q3 2024 was BlackRock, an estimated $1.99M added.
  • The largest Silvercrest Asset Management seller in Q3 2024 was Banc Funds Company, an estimated $2.04M sold.

Based on aggregated 13F filings for Q3 2024.