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AFC

Allied Capital Corporation
AFC

Delisted

AFC was delisted on the 24th of March, 2021.

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5 hedge funds and large institutions have $372K invested in Allied Capital Corporation in 2015 Q2 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding

Funds holding: 2 → 5 (+3)

14% less capital invested

Capital invested by funds: $431K → $372K (-$59K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
5
Holders Change
+3
Holders Change %
+150%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
–
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWM
Endurance Wealth Management
Rhode Island
+$45.7K
2
BCM
Brookstone Capital Management
Illinois
+$10.2K
3
RFA
Reilly Financial Advisors
California
+$2.97K

Top Sellers

Rank Fund Capital Flow
1
KIA
KCM Investment Advisors
California
-$111K
Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
1
KCM Investment Advisors
California
$289K -$111K -4,350 -27%
EWM
2
Endurance Wealth Management
Rhode Island
$45K +$45.7K +1,800 New
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$25K – – –
BCM
4
Brookstone Capital Management
Illinois
$10K +$10.2K +400 New
RFA
5
Reilly Financial Advisors
California
$3K +$2.97K +117 New

AFC Hedge Fund Activity: Q2 2015 in Review

5 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Allied Capital Corporation (AFC) for Q2 2015, worth a combined $372K — down 14% from $431K a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new AFC positions and 0 closed out — a net gain of 3 holders — while 0 added to existing stakes and 1 trimmed.

The largest buyer was Endurance Wealth Management, opening a new position worth an estimated $45.7K. The largest seller was KCM Investment Advisors, cutting an estimated $111K.

  • 5 institutional investors held Allied Capital Corporation (AFC) as of Q2 2015, up from 2 in Q1 2015.
  • Funds reported $372K of Allied Capital Corporation stock for Q2 2015, down 14% quarter-over-quarter.
  • 3 funds opened new Allied Capital Corporation positions in Q2 2015 and 0 closed out, a net change of +3 holders.
  • The largest Allied Capital Corporation buyer in Q2 2015 was Endurance Wealth Management, an estimated $45.7K added.
  • The largest Allied Capital Corporation seller in Q2 2015 was KCM Investment Advisors, an estimated $111K sold.

Based on aggregated 13F filings for Q2 2015.