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BCIC

BCP Investment Corp

50 hedge funds and large institutions have $25M invested in BCP Investment Corp in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

1.69% more ownership

Funds ownership: 0%1.69% (+1.7%)

1% less capital invested

Capital invested by funds: $25.2M → $25M (-$188K)

11% less funds holding

Funds holding: 5650 (-6)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $63K

Holders
50
Holders Change
-6
Holders Change %
-10.71%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
3
Increased
23
Reduced
11
Closed
8
Calls
Puts
$63K
Net Calls
-$63K
Net Calls Change
-$8K
Name Holding Trade Value Shares
Change
Change in
Stake
IP
1
Ironsides Partners
Massachusetts
$5.48M +$5.7M +137,756 New
Franklin Resources
2
Franklin Resources
California
$3.04M
UBS Group
3
UBS Group
Switzerland
$2.99M +$292K +7,051 +10%
PMG
4
Private Management Group
California
$1.68M +$1.4M +33,811 +403%
CIM
5
Confluence Investment Management
Missouri
$1.35M
Morgan Stanley
6
Morgan Stanley
New York
$846K +$155K +3,751 +21%
DT
7
Diversified Trust
Tennessee
$825K +$27.7K +670 +3%
BCM
8
Bridgeway Capital Management
Texas
$660K +$207K +5,000 +43%
KC
9
Kellner Capital
New York
$657K
Two Sigma Investments
10
Two Sigma Investments
New York
$650K +$47.3K +1,143 +8%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$615K +$573K +13,840 +865%
AAM
12
Advisors Asset Management
Colorado
$611K -$457K -11,046 -42%
AM
13
Ares Management
California
$592K -$733K -17,704 -54%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$586K +$198K +4,774 +48%
CAS
15
Cue Advisory Services
Arizona
$551K +$171K +4,120 +42%
Bank of America
16
Bank of America
North Carolina
$468K -$200K -4,840 -29%
AG
17
Algert Global
California
$380K +$102K +2,474 +35%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$350K
Legal & General Group
19
Legal & General Group
United Kingdom
$330K +$11.6K +280 +3%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$260K +$57.8K +1,396 +27%
Millennium Management
21
Millennium Management
New York
$230K +$120K +2,892 +100%
NFA
22
Nuveen Fund Advisors
Illinois
$215K -$218K -5,259 -49%
EGA
23
Eagle Global Advisors
Texas
$193K +$200K +4,838 New
AIM
24
Acrospire Investment Management
Illinois
$184K +$5.51K +133 +3%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$154K -$11.5K -277 -7%

BCIC Hedge Fund Activity: Q4 2016 in Review

50 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in BCP Investment Corp (BCIC) for Q4 2016, worth a combined $25M — down 0.75% from $25.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BCIC and 3 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 23 added.

The largest buyer was Private Management Group, adding an estimated $1.4M. The largest seller was Ares Management, cutting an estimated $733K.

  • 50 institutional investors held BCP Investment Corp (BCIC) as of Q4 2016, down from 56 in Q3 2016.
  • Funds reported $25M of BCP Investment Corp stock for Q4 2016, down 0.75% quarter-over-quarter.
  • 3 funds opened new BCP Investment Corp positions in Q4 2016 and 8 closed out, a net change of -5 holders.
  • The largest BCP Investment Corp buyer in Q4 2016 was Private Management Group, an estimated $1.4M added.
  • The largest BCP Investment Corp seller in Q4 2016 was Ares Management, an estimated $733K sold.

Based on aggregated 13F filings for Q4 2016.