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ABDC

Alcentra Capital Corp
ABDC

Delisted

ABDC was delisted on the 31st of January, 2020.

34 hedge funds and large institutions have $68.5M invested in Alcentra Capital Corp in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

6% less funds holding

Funds holding: 3634 (-2)

7% less capital invested

Capital invested by funds: $73.4M → $68.5M (-$4.87M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$34M -$568K -45,911 -2%
AAM
2
Advisors Asset Management
Colorado
$10.6M +$372K +30,029 +3%
AM
3
Ares Management
California
$5.02M +$1.25M +101,141 +32%
MC
4
Muzinich & Co
New York
$2.73M +$878K +70,950 +45%
UBS Group
5
UBS Group
Switzerland
$2.57M +$199K +16,039 +8%
RJA
6
Raymond James & Associates
Florida
$2.31M +$240K +19,389 +11%
CIM
7
Confluence Investment Management
Missouri
$2.3M +$12.6K +1,020 +0.5%
PAIM
8
Punch & Associates Investment Management
Minnesota
$1.56M -$1.22M -98,271 -43%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.03M +$256K +20,647 +31%
SCM
10
Shelton Capital Management
Colorado
$817K +$845K +68,286 New
GC
11
Guggenheim Capital
Illinois
$810K +$305K +24,637 +57%
WA
12
Wasatch Advisors
Utah
$758K -$259K -20,950 -25%
BCM
13
Buckhead Capital Management
Georgia
$734K +$124K +10,000 +19%
ANI
14
American National Insurance
Texas
$567K
ANRIA
15
American National Registered Investment Advisor
Texas
$341K
Wells Fargo
16
Wells Fargo
California
$329K +$318K +25,660 +1,409%
MNBTD
17
Moody National Bank Trust Division
Texas
$293K
Creative Planning
18
Creative Planning
Kansas
$239K +$248K +20,000 New
CIC
19
Carnegie Investment Counsel
Ohio
$233K +$13.6K +1,100 +6%
SM
20
Salzhauer Michael
$184K +$190K +15,375 New
CCM
21
Coldstream Capital Management
Washington
$174K
GCP
22
GSA Capital Partners
United Kingdom
$158K -$577K -46,592 -78%
OC
23
Oppenheimer & Co
New York
$150K +$1.24K +100 +0.8%
Deutsche Bank
24
Deutsche Bank
Germany
$140K +$146K +11,765 New
Morgan Stanley
25
Morgan Stanley
New York
$121K -$257K -20,728 -67%

ABDC Hedge Fund Activity: Q4 2016 in Review

34 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Alcentra Capital Corp (ABDC) for Q4 2016, worth a combined $68.5M — down 6.6% from $73.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ABDC and 4 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 13 added.

The largest buyer was Ares Management, adding an estimated $1.25M. The largest seller was Punch & Associates Investment Management, cutting an estimated $1.22M.

  • 34 institutional investors held Alcentra Capital Corp (ABDC) as of Q4 2016, down from 36 in Q3 2016.
  • Funds reported $68.5M of Alcentra Capital Corp stock for Q4 2016, down 6.6% quarter-over-quarter.
  • 4 funds opened new Alcentra Capital Corp positions in Q4 2016 and 5 closed out, a net change of -1 holder.
  • The largest Alcentra Capital Corp buyer in Q4 2016 was Ares Management, an estimated $1.25M added.
  • The largest Alcentra Capital Corp seller in Q4 2016 was Punch & Associates Investment Management, an estimated $1.22M sold.

Based on aggregated 13F filings for Q4 2016.