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Investcorp Credit Management BDC

20 hedge funds and large institutions have $70.9M invested in Investcorp Credit Management BDC in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $55.1M → $70.9M (+$15.8M)

5% less funds holding

Funds holding: 2120 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
2
Increased
4
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
1
Cyrus Capital Partners
New York
$50.6M
AAM
2
Advisors Asset Management
Colorado
$5.04M +$4.13M +327,431 +588%
RJA
3
Raymond James & Associates
Florida
$2.96M +$1.2M +95,224 +73%
YMRC
4
Yorktown Management & Research Company
Virginia
$2.3M
CIM
5
Confluence Investment Management
Missouri
$2.06M +$50.8K +4,026 +3%
UBS Group
6
UBS Group
Switzerland
$1.74M -$121K -9,577 -7%
CAM
7
ClariVest Asset Management
California
$1.54M +$660K +52,298 +81%
GC
8
Guggenheim Capital
Illinois
$937K -$125K -9,885 -12%
SI
9
Stephens Inc
Arkansas
$704K -$6.83K -541 -1%
Stifel Financial
10
Stifel Financial
Missouri
$702K -$72.3K -5,732 -10%
Nordea Investment Management
11
Nordea Investment Management
Sweden
$695K +$666K +52,767 New
Citadel Advisors
12
Citadel Advisors
Florida
$440K -$11.9K -946 -3%
RFC
13
Russell Frank Company
Washington
$309K -$281K -22,255 -49%
Morgan Stanley
14
Morgan Stanley
New York
$257K -$122K -9,688 -33%
BIG
15
Blackthorn Investment Group
Kansas
$218K +$209K +16,553 New
VKH
16
Virtu KCG Holdings
New York
$215K -$152K -12,042 -42%
OC
17
Oppenheimer & Co
New York
$136K -$76.2K -6,042 -37%
BRWM
18
B. Riley Wealth Management
Tennessee
$18K
TRCT
19
Tower Research Capital (TRC)
New York
$11K -$2.95K -234 -22%
RCM
20
Rivernorth Capital Management
Florida
-$1.26M -115,430 Closed
CC
21
Caxton Corporation
New Jersey
-$124K -11,338 Closed
Citigroup
22
Citigroup
New York
-$1K -57 Closed

ICMB Hedge Fund Activity: Q1 2015 in Review

20 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Investcorp Credit Management BDC (ICMB) for Q1 2015, worth a combined $70.9M — up 29% from $55.1M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of ICMB and 2 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 4 added.

The largest buyer was Advisors Asset Management, adding an estimated $4.13M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $1.26M sold.

  • 20 institutional investors held Investcorp Credit Management BDC (ICMB) as of Q1 2015, down from 21 in Q4 2014.
  • Funds reported $70.9M of Investcorp Credit Management BDC stock for Q1 2015, up 29% quarter-over-quarter.
  • 2 funds opened new Investcorp Credit Management BDC positions in Q1 2015 and 3 closed out, a net change of -1 holder.
  • The largest Investcorp Credit Management BDC buyer in Q1 2015 was Advisors Asset Management, an estimated $4.13M added.
  • The largest Investcorp Credit Management BDC seller in Q1 2015 was Rivernorth Capital Management, an estimated $1.26M sold.

Based on aggregated 13F filings for Q1 2015.