We are live on ! Find out more
CCAP icon

Crescent Capital BDC

76 hedge funds and large institutions have $314M invested in Crescent Capital BDC in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

469% more call options, than puts

Call options by funds: $1.53M | Put options by funds: $270K

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding

Funds holding: 7676 (0)

0.53% less ownership

Funds ownership: 49.54%49.01% (-0.53%)

2% less capital invested

Capital invested by funds: $319M → $314M (-$4.89M)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
76
Holders Change
Holders Change %
0%
% of All Funds
1.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
14
Increased
20
Reduced
22
Closed
13
Calls
$1.53M
Puts
$270K
Net Calls
+$1.26M
Net Calls Change
+$986K
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
26
Confluence Investment Management
Missouri
$1.2M -$336 -20 -0%
FWIA
27
Fort Washington Investment Advisors
Ohio
$1.17M
CCA
28
Cobblestone Capital Advisors
New York
$1.06M +$1.18K +70 +0.1%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$959K -$107K -6,377 -10%
Ameriprise
30
Ameriprise
Minnesota
$943K +$564K +33,548 +157%
Morgan Stanley
31
Morgan Stanley
New York
$860K -$1.24M -73,920 -60%
MC
32
Muzinich & Co
New York
$843K
Tudor Investment Corp
33
Tudor Investment Corp
Connecticut
$721K -$181K -10,753 -20%
VEA
34
Virtus ETF Advisers
New York
$720K +$215K +12,794 +44%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$694K -$626K -37,249 -48%
BPA
36
Beacon Pointe Advisors
California
$638K -$127K -7,531 -17%
EW
37
Evoke Wealth
California
$490K +$466K +27,754 New
Neuberger Berman Group
38
Neuberger Berman Group
New York
$465K +$17.1K +1,020 +4%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$425K +$162K +9,640 +64%
AWM
40
Apollon Wealth Management
South Carolina
$382K +$3.34K +199 +0.9%
LPL Financial
41
LPL Financial
California
$377K +$14.7K +874 +4%
IC
42
IEQ Capital
California
$361K +$10.3K +612 +3%
AIM
43
Anchor Investment Management
South Carolina
$340K
Stifel Financial
44
Stifel Financial
Missouri
$335K +$326K +19,388 New
Wells Fargo
45
Wells Fargo
California
$328K +$53.4K +3,176 +20%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$323K +$35.9K +2,137 +13%
HWAM
47
Hennion & Walsh Asset Management
New Jersey
$303K +$295K +17,530 New
MIA
48
MMBG Investment Advisors
Florida
$288K
Comerica Bank
49
Comerica Bank
Texas
$286K
PFA
50
Pettinga Financial Advisors
Indiana
$284K -$12.9K -767 -4%

CCAP Hedge Fund Activity: Q1 2024 in Review

76 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Crescent Capital BDC (CCAP) for Q1 2024, worth a combined $314M — down 1.5% from $319M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CCAP positions and 13 closed out — a net gain of 1 holder — while 20 added to existing stakes and 22 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $2.65M. The largest seller was Fairfax Financial Holdings, cutting an estimated $2.47M.

  • 76 institutional investors held Crescent Capital BDC (CCAP) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $314M of Crescent Capital BDC stock for Q1 2024, down 1.5% quarter-over-quarter.
  • 14 funds opened new Crescent Capital BDC positions in Q1 2024 and 13 closed out, a net change of +1 holder.
  • The largest Crescent Capital BDC buyer in Q1 2024 was Franklin Resources, an estimated $2.65M added.
  • The largest Crescent Capital BDC seller in Q1 2024 was Fairfax Financial Holdings, an estimated $2.47M sold.

Based on aggregated 13F filings for Q1 2024.