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Investcorp Credit Management BDC

21 hedge funds and large institutions have $56.5M invested in Investcorp Credit Management BDC in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more funds holding

Funds holding: 1621 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

1% less capital invested

Capital invested by funds: $56.8M → $56.5M (-$344K)

Holders
21
Holders Change
+5
Holders Change %
+31.25%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
7
Reduced
7
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
1
Cyrus Capital Partners
New York
$38.3M
AAM
2
Advisors Asset Management
Colorado
$8.25M +$1.08M +99,899 +14%
RJA
3
Raymond James & Associates
Florida
$2.71M +$350K +32,468 +14%
CIM
4
Confluence Investment Management
Missouri
$1.76M +$6.84K +635 +0.4%
UBS Group
5
UBS Group
Switzerland
$1.32M -$28.1K -2,613 -2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.32M -$54.7K -5,077 -4%
SI
7
Stephens Inc
Arkansas
$487K +$12.2K +1,133 +2%
GC
8
Guggenheim Capital
Illinois
$483K -$83.2K -7,727 -14%
Stifel Financial
9
Stifel Financial
Missouri
$469K -$44K -4,083 -8%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$367K
OC
11
Oppenheimer & Co
New York
$259K +$280K +26,037 New
Millennium Management
12
Millennium Management
New York
$155K +$168K +15,573 New
CC
13
Caxton Corporation
New Jersey
$150K +$3.92K +364 +2%
GCP
14
GSA Capital Partners
United Kingdom
$127K +$137K +12,769 New
YMRC
15
Yorktown Management & Research Company
Virginia
$100K -$976K -90,630 -90%
Morgan Stanley
16
Morgan Stanley
New York
$99K +$29.9K +2,779 +39%
JP Morgan Chase
17
JP Morgan Chase
New York
$75K +$81.3K +7,553 New
Citigroup
18
Citigroup
New York
$42K -$8.61K -800 -16%
Wells Fargo
19
Wells Fargo
California
$35K -$16.3K -1,511 -30%
TRCT
20
Tower Research Capital (TRC)
New York
$18K +$13.6K +1,267 +235%
Deutsche Bank
21
Deutsche Bank
Germany
+$280 +26 New

ICMB Hedge Fund Activity: Q4 2015 in Review

21 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Investcorp Credit Management BDC (ICMB) for Q4 2015, worth a combined $56.5M — down 0.61% from $56.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ICMB positions and 0 closed out — a net gain of 5 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $1.08M. The largest seller was Yorktown Management & Research Company, cutting an estimated $976K.

  • 21 institutional investors held Investcorp Credit Management BDC (ICMB) as of Q4 2015, up from 16 in Q3 2015.
  • Funds reported $56.5M of Investcorp Credit Management BDC stock for Q4 2015, down 0.61% quarter-over-quarter.
  • 5 funds opened new Investcorp Credit Management BDC positions in Q4 2015 and 0 closed out, a net change of +5 holders.
  • The largest Investcorp Credit Management BDC buyer in Q4 2015 was Advisors Asset Management, an estimated $1.08M added.
  • The largest Investcorp Credit Management BDC seller in Q4 2015 was Yorktown Management & Research Company, an estimated $976K sold.

Based on aggregated 13F filings for Q4 2015.