SIA
HCVI

Schechter Investment Advisors’s Hennessy Capital Investment Corp. VI Class A Common Stock HCVI Stock Holding History

Schechter Investment Advisors’s Portfolio HCVI Stock Details HCVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,212,535
Closed -$12.5M – 685
2023
Q3 		$12.5M Sell
1,212,535
-804,512
-40% -$8.3M 1.21% 16
2023
Q2 		$20.7M Sell
2,017,047
-106,556
-5% -$1.09M 1.86% 8
2023
Q1 		$21.4M Buy
2,123,603
+1,638,183
+337% +$16.4M 1.98% 7
2022
Q4 		$4.79M Buy
+485,420
New +$4.77M 0.44% 32

Other funds holding HCVI

ACA
Arena Capital Advisors Los Angeles, California $200M AUM 23.6% 1-Year Est. Return
AMC
Atlas Merchant Capital New York $789K AUM 60.67% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
CC
Centiva Capital New York $13.6B AUM 20% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
RCM
Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.33B AUM 1.18% 1-Year Est. Return

Schechter Investment Advisors's HCVI Position: Q4 2023 in Review

Schechter Investment Advisors sold out of Hennessy Capital Investment Corp. VI Class A Common Stock (HCVI) in Q4 2023, closing a stake of 1,212,535 shares — an estimated $12.5M sold.

Schechter Investment Advisors first reported a position in HCVI in Q4 2022 and held it in 4 quarters. The position peaked at $21.4M in Q1 2023. 27 funds tracked by Wall St. Rank hold HCVI as of Q4 2023.

  • Schechter Investment Advisors reported no remaining Hennessy Capital Investment Corp. VI Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • Schechter Investment Advisors sold 1,212,535 Hennessy Capital Investment Corp. VI Class A Common Stock shares in Q4 2023, an estimated $12.5M.
  • Schechter Investment Advisors first reported a position in Hennessy Capital Investment Corp. VI Class A Common Stock in Q4 2022 and held it in 4 quarters.
  • Schechter Investment Advisors's Hennessy Capital Investment Corp. VI Class A Common Stock position peaked at $21.4M in Q1 2023.
  • 27 funds tracked by Wall St. Rank held Hennessy Capital Investment Corp. VI Class A Common Stock as of Q4 2023.

Based on Schechter Investment Advisors's 13F filing for Q4 2023, filed 17 Jan 2024.