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Crescent Capital BDC

43 hedge funds and large institutions have $210M invested in Crescent Capital BDC in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 2 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 2

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

39% more funds holding

Funds holding: 3143 (+12)

3.01% more ownership

Funds ownership: 39.3%42.31% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $212M → $210M (-$1.65M)

94% less call options, than puts

Call options by funds: $1K | Put options by funds: $17K

Holders
43
Holders Change
+12
Holders Change %
+38.71%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
16
Reduced
2
Closed
5
Calls
$1K
Puts
$17K
Net Calls
-$16K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$246K +$269K +14,000 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$232K +$150K +7,800 +144%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$226K
EGA
29
Eagle Global Advisors
Texas
$222K +$242K +12,620 New
LPL Financial
30
LPL Financial
California
$190K +$208K +10,809 New
Comerica Bank
31
Comerica Bank
Texas
$189K
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$185K
TJHA
33
Thomas J. Herzfeld Advisors
Florida
$185K +$202K +10,537 New
AWM
34
Axxcess Wealth Management
California
$178K +$194K +10,103 New
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$123K +$30.5K +1,587 +29%
Osaic Holdings
36
Osaic Holdings
Arizona
$117K +$1.92K +100 +2%
UBS Group
37
UBS Group
Switzerland
$79K +$68.2K +3,553 +381%
LSV Asset Management
38
LSV Asset Management
Illinois
$73K
TWM
39
Tradition Wealth Management
Minnesota
$17K +$365 +19 +2%
TRCT
40
Tower Research Capital (TRC)
New York
$13K +$14.5K +754 New
ACM
41
Antonetti Capital Management
Florida
$10K
PA
42
PSI Advisors
Florida
$8K
Simplex Trading
43
Simplex Trading
Illinois
$6K +$6.97K +363 New
PI
44
Putnam Investments
Massachusetts
-$1.28M -66,955 Closed
BFA
45
Beaumont Financial Advisors
Massachusetts
-$285K -14,886 Closed
Bank of America
46
Bank of America
North Carolina
-$123K -6,455 Closed
FIA
47
FNY Investment Advisers
New York
-$38K -2,000 Closed

CCAP Hedge Fund Activity: Q4 2021 in Review

43 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Crescent Capital BDC (CCAP) for Q4 2021, worth a combined $210M — down 0.78% from $212M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CCAP positions and 5 closed out — a net gain of 12 holders — while 16 added to existing stakes and 2 trimmed.

The largest buyer was Ares Management, opening a new position worth an estimated $8.21M. The largest seller was Fairfax Financial Holdings, cutting an estimated $8.78M.

  • 43 institutional investors held Crescent Capital BDC (CCAP) as of Q4 2021, up from 31 in Q3 2021.
  • Funds reported $210M of Crescent Capital BDC stock for Q4 2021, down 0.78% quarter-over-quarter.
  • 17 funds opened new Crescent Capital BDC positions in Q4 2021 and 5 closed out, a net change of +12 holders.
  • The largest Crescent Capital BDC buyer in Q4 2021 was Ares Management, an estimated $8.21M added.
  • The largest Crescent Capital BDC seller in Q4 2021 was Fairfax Financial Holdings, an estimated $8.78M sold.

Based on aggregated 13F filings for Q4 2021.