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ECC

Eagle Point Credit Company
ECC

65 hedge funds and large institutions have $91.5M invested in Eagle Point Credit Company in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 10

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

10% more funds holding

Funds holding: 59 → 65 (+6)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less capital invested

Capital invested by funds: $92.9M → $91.5M (-$1.4M)

2.74% less ownership

Funds ownership: 17.58% → 14.84% (-2.7%)

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
26
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$2.26M
2
CAM
Cresset Asset Management
Illinois
+$1.75M
3
RAM
Roumell Asset Management
Maryland
+$923K
4
PGWM
Parisi Gray Wealth Management
New Jersey
+$342K
5
AWA
Arete Wealth Advisors
Illinois
+$327K

Top Sellers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
-$583K
2
OPWM
Oxinas Partners Wealth Management
Indiana
-$387K
3
VEA
Virtus ETF Advisers
New York
-$249K
4
Osaic Holdings
Osaic Holdings
Arizona
-$183K
5
ASFA
All Season Financial Advisors
Colorado
-$163K
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
51
Tompkins Financial
New York
$98.6K – – –
SWM
52
Spire Wealth Management
Virginia
$33.3K – – –
Wells Fargo
53
Wells Fargo
California
$24.4K – – –
Pacer Advisors
54
Pacer Advisors
Pennsylvania
$19.4K – – –
TWM
55
Tradition Wealth Management
Minnesota
$18K – – –
CFGS
56
Concourse Financial Group Securities
Alabama
$15.2K – – –
PA
57
PSI Advisors
Florida
$13.2K +$1.09K +100 +8%
SS
58
Sunbelt Securities
Texas
$10.2K – – –
EG
59
Enstar Group
Bermuda
$9.68K +$10.4K +953 New
BCM
60
Blume Capital Management
California
$7.62K – – –
TRCT
61
Tower Research Capital (TRC)
New York
$7.09K +$4.78K +440 +171%
CFD
62
Creative Financial Designs
Indiana
$2.03K -$2.17K -200 -50%
Bank of America
63
Bank of America
North Carolina
$1.02K +$1.09K +100 New
CAS
64
Coppell Advisory Solutions
Texas
$1.01K +$1.09K +100 New
AA
65
AlphaMark Advisors
Kentucky
$1K +$750 +69 New
Fidelity Investments
66
Fidelity Investments
Massachusetts
$10 +$11 +1 New
MA
67
MCF Advisors
Kentucky
$1 – – –
Marshall Wace
68
Marshall Wace
United Kingdom
– -$583K -52,211 Closed
SC
69
Sierra Capital
Florida
– -$142K -12,672 Closed
BAM
70
Belpointe Asset Management
Nevada
– -$93.3K -8,349 Closed
ASN
71
Advisory Services Network
Georgia
– -$64.5K -5,772 Closed
AAS
72
Ameritas Advisory Services
Nebraska
– -$29.2K -2,614 Closed
APC
73
Aristotle Pacific Capital
California
– -$21K -1,905 Closed
1 2
3

ECC Hedge Fund Activity: Q2 2023 in Review

65 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eagle Point Credit Company (ECC) for Q2 2023, worth a combined $91.5M — down 1.5% from $92.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ECC positions and 6 closed out — a net gain of 7 holders — while 26 added to existing stakes and 10 trimmed.

The largest buyer was UBS Group, adding an estimated $2.26M. The largest seller was Marshall Wace, exiting entirely with an estimated $583K sold.

  • 65 institutional investors held Eagle Point Credit Company (ECC) as of Q2 2023, up from 59 in Q1 2023.
  • Funds reported $91.5M of Eagle Point Credit Company stock for Q2 2023, down 1.5% quarter-over-quarter.
  • 13 funds opened new Eagle Point Credit Company positions in Q2 2023 and 6 closed out, a net change of +7 holders.
  • The largest Eagle Point Credit Company buyer in Q2 2023 was UBS Group, an estimated $2.26M added.
  • The largest Eagle Point Credit Company seller in Q2 2023 was Marshall Wace, an estimated $583K sold.

Based on aggregated 13F filings for Q2 2023.