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ECC

Eagle Point Credit Company

102 hedge funds and large institutions have $126M invested in Eagle Point Credit Company in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 13

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

15% more funds holding

Funds holding: 89102 (+13)

8% more capital invested

Capital invested by funds: $117M → $126M (+$9.45M)

2.67% more ownership

Funds ownership: 13.95%16.62% (+2.7%)

Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
1.34%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
28
Increased
35
Reduced
23
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
1
Stone Point Capital
Connecticut
$51.7M
LIS
2
Legacy Investment Solutions
Idaho
$7.58M +$7.91M +843,716 +20,306%
LWMI
3
Legacy Wealth Management (Idaho)
Idaho
$7.58M +$7.91M +843,716 +20,306%
PI
4
PFG Investments
New York
$5.5M +$618K +65,893 +12%
WS
5
Wedbush Securities
California
$5.04M +$772K +82,367 +17%
Morgan Stanley
6
Morgan Stanley
New York
$3.98M -$340K -36,290 -7%
CCA
7
Cadent Capital Advisors
Oklahoma
$2.97M -$1.08M -115,644 -26%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$2.19M +$756K +80,616 +48%
IFG
9
Independent Financial Group
California
$2.16M +$54.2K +5,788 +2%
Raymond James Financial
10
Raymond James Financial
Florida
$2.04M +$2.15M +229,468 New
FCH
11
Freestone Capital Holdings
Washington
$1.97M +$431K +46,006 +26%
BA
12
Bard Associates
Illinois
$1.84M -$167K -17,836 -8%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$1.83M +$769K +82,061 +66%
MCC
14
Money Concepts Capital
Florida
$1.7M +$1.79M +191,039 New
VEA
15
Virtus ETF Advisers
New York
$1.62M +$515K +54,903 +43%
UBS Group
16
UBS Group
Switzerland
$1.43M +$1.38M +147,685 +1,127%
TI
17
TrueMark Investments
Illinois
$1.4M -$1.39M -147,984 -48%
MG
18
Marex Group
$1.37M +$1.45M +154,307 New
JWCA
19
J.W. Cole Advisors
Florida
$1.35M +$394K +42,035 +38%
LPL Financial
20
LPL Financial
California
$1.11M +$1.5K +160 +0.1%
OPWM
21
Oxinas Partners Wealth Management
Indiana
$1.09M -$514K -54,856 -31%
KAS
22
Kestra Advisory Services
Texas
$1.06M +$752K +80,252 +207%
TCM
23
Triumph Capital Management
Colorado
$972K -$356K -38,038 -26%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$921K +$15.6K +1,666 +2%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$862K +$185K +19,730 +25%

ECC Hedge Fund Activity: Q4 2024 in Review

102 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Eagle Point Credit Company (ECC) for Q4 2024, worth a combined $126M — up 8.1% from $117M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ECC positions and 13 closed out — a net gain of 15 holders — while 35 added to existing stakes and 23 trimmed.

The largest buyer was Legacy Investment Solutions, adding an estimated $7.91M. The largest seller was TrueMark Investments, cutting an estimated $1.39M.

  • 102 institutional investors held Eagle Point Credit Company (ECC) as of Q4 2024, up from 89 in Q3 2024.
  • Funds reported $126M of Eagle Point Credit Company stock for Q4 2024, up 8.1% quarter-over-quarter.
  • 28 funds opened new Eagle Point Credit Company positions in Q4 2024 and 13 closed out, a net change of +15 holders.
  • The largest Eagle Point Credit Company buyer in Q4 2024 was Legacy Investment Solutions, an estimated $7.91M added.
  • The largest Eagle Point Credit Company seller in Q4 2024 was TrueMark Investments, an estimated $1.39M sold.

Based on aggregated 13F filings for Q4 2024.