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Investcorp Credit Management BDC

25 hedge funds and large institutions have $46.1M invested in Investcorp Credit Management BDC in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $48.1M → $46.1M (-$2.01M)

3.44% less ownership

Funds ownership: 48.22%44.78% (-3.4%)

7% less funds holding

Funds holding: 2725 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
6
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
1
Cyrus Capital Partners
New York
$29.1M
KCM
2
Kennedy Capital Management
Missouri
$3.15M +$3.03M +417,326 New
VEA
3
Virtus ETF Advisers
New York
$1.94M +$1.87M +257,204 New
AAM
4
Advisors Asset Management
Colorado
$1.92M -$327K -45,095 -15%
CIM
5
Confluence Investment Management
Missouri
$1.88M +$2.21K +305 +0.1%
RJA
6
Raymond James & Associates
Florida
$1.63M +$39.5K +5,449 +3%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.42M +$83K +11,440 +6%
BCM
8
Bridgeway Capital Management
Texas
$1.06M -$265K -36,554 -21%
UBS Group
9
UBS Group
Switzerland
$959K -$57K -7,864 -6%
Morgan Stanley
10
Morgan Stanley
New York
$596K +$38.1K +5,252 +7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$413K +$9.13K +1,259 +2%
TCM
12
Tegean Capital Management
New York
$342K -$1.45M -200,235 -82%
OC
13
Oppenheimer & Co
New York
$333K -$29.1K -4,016 -8%
CCM
14
Callodine Capital Management
Massachusetts
$304K +$292K +40,280 New
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$279K
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$229K -$36.6K -5,041 -14%
SI
17
Stephens Inc
Arkansas
$211K -$19.8K -2,730 -9%
Squarepoint
18
Squarepoint
New York
$131K +$126K +17,376 New
Deutsche Bank
19
Deutsche Bank
Germany
$97K +$12.4K +1,712 +15%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$77K
Wells Fargo
21
Wells Fargo
California
$22K -$3.65K -503 -15%
TRCT
22
Tower Research Capital (TRC)
New York
$18K -$8.43K -1,162 -33%
QCIG
23
Quad-Cities Investment Group
Iowa
$6K
CIAS
24
Capital Investment Advisory Services
North Carolina
$3K
CC
25
Caxton Corporation
New Jersey
-$6.32M -862,670 Closed

ICMB Hedge Fund Activity: Q2 2019 in Review

25 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Investcorp Credit Management BDC (ICMB) for Q2 2019, worth a combined $46.1M — down 4.2% from $48.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ICMB and 4 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 6 added.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $3.03M. The largest seller was Caxton Corporation, exiting entirely with an estimated $6.32M sold.

  • 25 institutional investors held Investcorp Credit Management BDC (ICMB) as of Q2 2019, down from 27 in Q1 2019.
  • Funds reported $46.1M of Investcorp Credit Management BDC stock for Q2 2019, down 4.2% quarter-over-quarter.
  • 4 funds opened new Investcorp Credit Management BDC positions in Q2 2019 and 6 closed out, a net change of -2 holders.
  • The largest Investcorp Credit Management BDC buyer in Q2 2019 was Kennedy Capital Management, an estimated $3.03M added.
  • The largest Investcorp Credit Management BDC seller in Q2 2019 was Caxton Corporation, an estimated $6.32M sold.

Based on aggregated 13F filings for Q2 2019.