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BCIC

BCP Investment Corp
BCIC

51 hedge funds and large institutions have $26.9M invested in BCP Investment Corp in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

50% more funds holding

Funds holding: 34 → 51 (+17)

15% more capital invested

Capital invested by funds: $23.3M → $26.9M (+$3.6M)

0.06% more ownership

Funds ownership: 2.77% → 2.83% (+0.06%)

Holders
51
Holders Change
+17
Holders Change %
+50%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
14
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCM
Callodine Capital Management
Massachusetts
+$1.8M
2
FM
Fondren Management
Texas
+$769K
3
SC
Southside Capital
Florida
+$441K
4
DAM
Deltec Asset Management
New York
+$341K
5
RCM
Rivernorth Capital Management
Florida
+$320K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$232K
2
Stifel Financial
Stifel Financial
Missouri
-$153K
3
BCM
Bridgeway Capital Management
Texas
-$76.6K
4
Squarepoint
Squarepoint
New York
-$31.8K
5
Citadel Advisors
Citadel Advisors
Florida
-$29K
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
26
Squarepoint
New York
$76K -$31.8K -1,476 -29%
Creative Planning
27
Creative Planning
Kansas
$73K +$21.1K +977 +40%
HCP
28
Holt Capital Partners
Texas
$73K +$73.9K +3,427 New
Morgan Stanley
29
Morgan Stanley
New York
$71K +$27.5K +1,275 +62%
JP Morgan Chase
30
JP Morgan Chase
New York
$69K +$15.2K +705 +28%
AWM
31
Altium Wealth Management
New York
$66K +$66.7K +3,092 New
Bank of America
32
Bank of America
North Carolina
$64K +$1.6K +74 +3%
TFS
33
Thoroughbred Financial Services
Tennessee
$64K +$10.1K +470 +19%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$49K +$50.2K +2,326 New
RA
35
Royce & Associates
New York
$47K +$47.6K +2,204 New
LPL Financial
36
LPL Financial
California
$28K +$561 +26 +2%
HH
37
Hilltop Holdings
Texas
$28K +$28.2K +1,306 New
GPFA
38
Game Plan Financial Advisors
Ohio
$23K +$23.5K +1,090 New
AG
39
Advisor Group
Arizona
$14K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$12K +$1.85K +86 +18%
Wells Fargo
41
Wells Fargo
California
$8K +$7.64K +354 New
LB
42
Legacy Bridge
Iowa
$7K – – –
BC
43
Barnett & Company
Tennessee
$5K – – –
FCMT
44
Founders Capital Management (Texas)
Texas
$5K +$4.77K +221 New
AF
45
Advisornet Financial
Minnesota
$5K +$5.39K +250 New
US Bancorp
46
US Bancorp
Minnesota
$5K +$5.39K +250 New
CFGS
47
Concourse Financial Group Securities
Alabama
$5K +$5.57K +258 New
HI
48
Hudock Inc
Pennsylvania
$2K – – –
BBHC
49
Brown Brothers Harriman & Co
New York
$2K +$1.53K +71 New
SNT
50
Security National Trust
West Virginia
$1K – – –
1
2
3

BCIC Hedge Fund Activity: Q4 2019 in Review

51 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in BCP Investment Corp (BCIC) for Q4 2019, worth a combined $26.9M — up 15% from $23.3M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BCIC positions and 4 closed out — a net gain of 17 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was Callodine Capital Management, adding an estimated $1.8M. The largest seller was Advisors Asset Management, cutting an estimated $232K.

  • 51 institutional investors held BCP Investment Corp (BCIC) as of Q4 2019, up from 34 in Q3 2019.
  • Funds reported $26.9M of BCP Investment Corp stock for Q4 2019, up 15% quarter-over-quarter.
  • 21 funds opened new BCP Investment Corp positions in Q4 2019 and 4 closed out, a net change of +17 holders.
  • The largest BCP Investment Corp buyer in Q4 2019 was Callodine Capital Management, an estimated $1.8M added.
  • The largest BCP Investment Corp seller in Q4 2019 was Advisors Asset Management, an estimated $232K sold.

Based on aggregated 13F filings for Q4 2019.