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Investcorp Credit Management BDC

27 hedge funds and large institutions have $48.1M invested in Investcorp Credit Management BDC in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

13% more capital invested

Capital invested by funds: $42.7M → $48.1M (+$5.37M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.23% less ownership

Funds ownership: 50.46%48.22% (-2.2%)

16% less funds holding

Funds holding: 3227 (-5)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
27
Holders Change
-5
Holders Change %
-15.63%
% of All Funds
0.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
2
Increased
10
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
1
Cyrus Capital Partners
New York
$28.2M
CC
2
Caxton Corporation
New Jersey
$6.32M -$1.3M -172,883 -17%
AAM
3
Advisors Asset Management
Colorado
$2.2M -$446K -59,536 -17%
CIM
4
Confluence Investment Management
Missouri
$1.82M +$655K +87,392 +54%
TCM
5
Tegean Capital Management
New York
$1.8M -$154K -20,499 -8%
RJA
6
Raymond James & Associates
Florida
$1.54M -$1.27K -170 -0.1%
BCM
7
Bridgeway Capital Management
Texas
$1.3M
JP Morgan Chase
8
JP Morgan Chase
New York
$1.29M +$4.53K +604 +0.3%
UBS Group
9
UBS Group
Switzerland
$988K -$16.9K -2,253 -2%
Morgan Stanley
10
Morgan Stanley
New York
$540K +$7.77K +1,037 +1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$392K +$2.74K +366 +0.7%
OC
12
Oppenheimer & Co
New York
$352K +$150K +20,084 +72%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$270K
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$259K +$75.9K +10,131 +40%
AIM
15
Advantage Investment Management
Iowa
$249K +$74.8K +9,979 +42%
SI
16
Stephens Inc
Arkansas
$224K +$5.43K +725 +2%
EGA
17
Eagle Global Advisors
Texas
$106K +$21.1K +2,819 +24%
Deutsche Bank
18
Deutsche Bank
Germany
$82K +$27.7K +3,699 +49%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$75K
SEI Investments
20
SEI Investments
Pennsylvania
$52K
TRCT
21
Tower Research Capital (TRC)
New York
$26K -$146K -19,499 -85%
Wells Fargo
22
Wells Fargo
California
$25K -$38.7K -5,169 -60%
QCIG
23
Quad-Cities Investment Group
Iowa
$4K
CIAS
24
Capital Investment Advisory Services
North Carolina
$3K
AM
25
Ares Management
California
-$848K -136,667 Closed

ICMB Hedge Fund Activity: Q1 2019 in Review

27 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Investcorp Credit Management BDC (ICMB) for Q1 2019, worth a combined $48.1M — up 13% from $42.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ICMB and 2 opened new positions — a net loss of 5 holders — while 7 trimmed existing stakes and 10 added.

The largest buyer was Confluence Investment Management, adding an estimated $655K. The largest seller was Caxton Corporation, cutting an estimated $1.3M.

  • 27 institutional investors held Investcorp Credit Management BDC (ICMB) as of Q1 2019, down from 32 in Q4 2018.
  • Funds reported $48.1M of Investcorp Credit Management BDC stock for Q1 2019, up 13% quarter-over-quarter.
  • 2 funds opened new Investcorp Credit Management BDC positions in Q1 2019 and 7 closed out, a net change of -5 holders.
  • The largest Investcorp Credit Management BDC buyer in Q1 2019 was Confluence Investment Management, an estimated $655K added.
  • The largest Investcorp Credit Management BDC seller in Q1 2019 was Caxton Corporation, an estimated $1.3M sold.

Based on aggregated 13F filings for Q1 2019.