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Investcorp Credit Management BDC

24 hedge funds and large institutions have $54.9M invested in Investcorp Credit Management BDC in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

43.41% more ownership

Funds ownership: 0%43.41% (+43%)

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

3% more capital invested

Capital invested by funds: $53.4M → $54.9M (+$1.49M)

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $276K

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
4
Increased
9
Reduced
7
Closed
4
Calls
Puts
$276K
Net Calls
-$276K
Net Calls Change
-$276K
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
1
Cyrus Capital Partners
New York
$35.5M
AAM
2
Advisors Asset Management
Colorado
$7.83M -$773K -82,956 -9%
RJA
3
Raymond James & Associates
Florida
$3.01M +$549K +58,867 +22%
CIM
4
Confluence Investment Management
Missouri
$2.23M +$224K +24,067 +11%
UBS Group
5
UBS Group
Switzerland
$1.39M +$49.4K +5,295 +4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$932K +$42.5K +4,558 +5%
BCM
7
Bridgeway Capital Management
Texas
$537K +$329K +35,245 +154%
AM
8
Ares Management
California
$498K -$798K -85,609 -61%
SI
9
Stephens Inc
Arkansas
$436K -$3.35K -359 -0.8%
CC
10
Caxton Corporation
New Jersey
$398K +$247K +26,532 +161%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$340K
Stifel Financial
12
Stifel Financial
Missouri
$337K -$27.5K -2,953 -7%
OC
13
Oppenheimer & Co
New York
$336K -$5.64K -605 -2%
NFA
14
Nuveen Fund Advisors
Illinois
$284K +$60.9K +6,531 +27%
MC
15
Moors & Cabot
Massachusetts
$206K -$7.36K -789 -3%
EGA
16
Eagle Global Advisors
Texas
$163K +$164K +17,599 New
Morgan Stanley
17
Morgan Stanley
New York
$129K +$114K +12,183 +670%
AIM
18
Acrospire Investment Management
Illinois
$111K +$56K +6,006 +99%
GH
19
GAM Holding
Switzerland
$107K +$108K +11,581 New
JP Morgan Chase
20
JP Morgan Chase
New York
$70K
Citigroup
21
Citigroup
New York
$28K -$9.56K -1,026 -25%
BC
22
Barnett & Company
Tennessee
$9K
IA
23
IFP Advisors
Florida
$2K +$1.57K +169 New
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K +$1.04K +112 New
TRCT
25
Tower Research Capital (TRC)
New York
-$7K -767 Closed

ICMB Hedge Fund Activity: Q4 2016 in Review

24 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Investcorp Credit Management BDC (ICMB) for Q4 2016, worth a combined $54.9M — up 2.8% from $53.4M a quarter earlier.

Fund positioning in ICMB was balanced in Q4 2016: 4 funds opened new positions, 4 closed out, 9 added to existing stakes and 7 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $549K. The largest seller was Ares Management, cutting an estimated $798K.

  • 24 institutional investors held Investcorp Credit Management BDC (ICMB) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $54.9M of Investcorp Credit Management BDC stock for Q4 2016, up 2.8% quarter-over-quarter.
  • 4 funds opened new Investcorp Credit Management BDC positions in Q4 2016 and 4 closed out, a net change of 0 holders.
  • The largest Investcorp Credit Management BDC buyer in Q4 2016 was Raymond James & Associates, an estimated $549K added.
  • The largest Investcorp Credit Management BDC seller in Q4 2016 was Ares Management, an estimated $798K sold.

Based on aggregated 13F filings for Q4 2016.