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AFC

Allied Capital Corporation
AFC

Delisted

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

2 hedge funds and large institutions have $29K invested in Allied Capital Corporation in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 22 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

88% less capital invested

Capital invested by funds: $234K → $29K (-$205K)

Holders
2
Holders Change
Holders Change %
0%
% of All Funds
0.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
Reduced
Closed
1
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
LPWM
Lake Point Wealth Management
Texas
+$18.8K

Top Sellers

Rank Fund Capital Flow
1
KIA
KCM Investment Advisors
California
-$224K
Name Holding Trade Value Shares
Change
Change in
Stake
LPWM
1
Lake Point Wealth Management
Texas
$19K +$18.8K +735 New
PCG
2
Private Capital Group
Connecticut
$10K
KIA
3
KCM Investment Advisors
California
-$224K -9,045 Closed

AFC Hedge Fund Activity: Q1 2019 in Review

2 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Allied Capital Corporation (AFC) for Q1 2019, worth a combined $29K — down 88% from $234K a quarter earlier.

Fund positioning in AFC was balanced in Q1 2019: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 0 trimmed.

The largest buyer was Lake Point Wealth Management, opening a new position worth an estimated $18.8K. The largest seller was KCM Investment Advisors, exiting entirely with an estimated $224K sold.

  • 2 institutional investors held Allied Capital Corporation (AFC) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $29K of Allied Capital Corporation stock for Q1 2019, down 88% quarter-over-quarter.
  • 1 fund opened new Allied Capital Corporation positions in Q1 2019 and 1 closed out, a net change of 0 holders.
  • The largest Allied Capital Corporation buyer in Q1 2019 was Lake Point Wealth Management, an estimated $18.8K added.
  • The largest Allied Capital Corporation seller in Q1 2019 was KCM Investment Advisors, an estimated $224K sold.

Based on aggregated 13F filings for Q1 2019.