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Investcorp Credit Management BDC

34 hedge funds and large institutions have $63.1M invested in Investcorp Credit Management BDC in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,300% more call options, than puts

Call options by funds: $24K | Put options by funds: $1K

800% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 1

31% more funds holding

Funds holding: 2634 (+8)

12% more capital invested

Capital invested by funds: $56.2M → $63.1M (+$6.9M)

1.7% more ownership

Funds ownership: 50.42%52.12% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

Holders
34
Holders Change
+8
Holders Change %
+30.77%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
8
Reduced
8
Closed
1
Calls
$24K
Puts
$1K
Net Calls
+$23K
Net Calls Change
+$23K
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
1
Cyrus Capital Partners
New York
$34M
CC
2
Caxton Corporation
New Jersey
$7.91M +$683K +78,998 +10%
AAM
3
Advisors Asset Management
Colorado
$4.14M -$86K -9,951 -2%
BCM
4
Bridgeway Capital Management
Texas
$2.43M
TCM
5
Tegean Capital Management
New York
$2.35M
CIM
6
Confluence Investment Management
Missouri
$2.03M -$4.84K -560 -0.2%
RJA
7
Raymond James & Associates
Florida
$1.76M -$268K -31,045 -13%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.66M +$93.8K +10,852 +6%
UBS Group
9
UBS Group
Switzerland
$1.35M +$53.2K +6,153 +4%
AM
10
Ares Management
California
$1.23M
Morgan Stanley
11
Morgan Stanley
New York
$771K +$487K +56,383 +183%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$726K -$865 -100 -0.1%
PCM
13
Prelude Capital Management
New York
$534K +$522K +60,420 New
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$326K
SI
15
Stephens Inc
Arkansas
$238K -$80.2K -9,274 -26%
NFA
16
Nuveen Fund Advisors
Illinois
$224K -$153K -17,662 -41%
Millennium Management
17
Millennium Management
New York
$180K +$176K +20,358 New
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$179K +$175K +20,273 New
OC
19
Oppenheimer & Co
New York
$176K -$33.7K -3,901 -16%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$167K +$164K +18,918 New
AIM
21
Advantage Investment Management
Iowa
$109K +$10.1K +1,166 +10%
Stifel Financial
22
Stifel Financial
Missouri
$98K -$1.75K -202 -2%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$90K
EGA
24
Eagle Global Advisors
Texas
$89K +$87.5K +10,120 New
Macquarie Group
25
Macquarie Group
Australia
$80K +$10.4K +1,207 +15%

ICMB Hedge Fund Activity: Q2 2018 in Review

34 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Investcorp Credit Management BDC (ICMB) for Q2 2018, worth a combined $63.1M — up 12% from $56.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ICMB positions and 1 closed out — a net gain of 8 holders — while 8 added to existing stakes and 8 trimmed.

The largest buyer was Caxton Corporation, adding an estimated $683K. The largest seller was Raymond James & Associates, cutting an estimated $268K.

  • 34 institutional investors held Investcorp Credit Management BDC (ICMB) as of Q2 2018, up from 26 in Q1 2018.
  • Funds reported $63.1M of Investcorp Credit Management BDC stock for Q2 2018, up 12% quarter-over-quarter.
  • 9 funds opened new Investcorp Credit Management BDC positions in Q2 2018 and 1 closed out, a net change of +8 holders.
  • The largest Investcorp Credit Management BDC buyer in Q2 2018 was Caxton Corporation, an estimated $683K added.
  • The largest Investcorp Credit Management BDC seller in Q2 2018 was Raymond James & Associates, an estimated $268K sold.

Based on aggregated 13F filings for Q2 2018.