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CPTAG

Capitala Finance Corp. 5.75% Convertible Notes Due 2022

Delisted

CPTAG was delisted on the 27th of May, 2022.

4 hedge funds and large institutions have $2.44M invested in Capitala Finance Corp. 5.75% Convertible Notes Due 2022 in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% less funds holding

Funds holding: 54 (-1)

40% less capital invested

Capital invested by funds: $4.08M → $2.44M (-$1.64M)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change

CPTAG Hedge Fund Activity: Q1 2018 in Review

4 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Capitala Finance Corp. 5.75% Convertible Notes Due 2022 (CPTAG) for Q1 2018, worth a combined $2.44M — down 40% from $4.08M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of CPTAG and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 1 added.

The largest buyer was UBS Group, opening a new position worth an estimated $9.82K. The largest seller was BB&T Securities, cutting an estimated $510K.

  • 4 institutional investors held Capitala Finance Corp. 5.75% Convertible Notes Due 2022 (CPTAG) as of Q1 2018, down from 5 in Q4 2017.
  • Funds reported $2.44M of Capitala Finance Corp. 5.75% Convertible Notes Due 2022 stock for Q1 2018, down 40% quarter-over-quarter.
  • 1 fund opened new Capitala Finance Corp. 5.75% Convertible Notes Due 2022 positions in Q1 2018 and 2 closed out, a net change of -1 holder.
  • The largest Capitala Finance Corp. 5.75% Convertible Notes Due 2022 buyer in Q1 2018 was UBS Group, an estimated $9.82K added.
  • The largest Capitala Finance Corp. 5.75% Convertible Notes Due 2022 seller in Q1 2018 was BB&T Securities, an estimated $510K sold.

Based on aggregated 13F filings for Q1 2018.