We are live on ! Find out more
ICMB icon

Investcorp Credit Management BDC

25 hedge funds and large institutions have $19.9M invested in Investcorp Credit Management BDC in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $19.4M → $19.9M (+$581K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.25% less ownership

Funds ownership: 39.99%39.73% (-0.25%)

4% less funds holding

Funds holding: 2625 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

75% less call options, than puts

Call options by funds: $3K | Put options by funds: $12K

80% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 10

Holders
25
Holders Change
-1
Holders Change %
-3.85%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
2
Reduced
10
Closed
5
Calls
$3K
Puts
$12K
Net Calls
-$9K
Net Calls Change
-$1K
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
1
Cyrus Capital Partners
New York
$13.9M
KCM
2
Kennedy Capital Management
Missouri
$3.2M -$16.8K -4,842 -0.5%
RJA
3
Raymond James & Associates
Florida
$825K -$20.3K -5,848 -3%
CIM
4
Confluence Investment Management
Missouri
$473K
BCM
5
Bridgeway Capital Management
Texas
$472K +$17.3K +5,000 +4%
AAM
6
Advisors Asset Management
Colorado
$212K -$18.4K -5,323 -8%
IAIM
7
International Assets Investment Management
Florida
$191K -$9.35K -2,700 -5%
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$133K
Jane Street
9
Jane Street
New York
$118K +$113K +32,503 New
OC
10
Oppenheimer & Co
New York
$93K
RJFSA
11
Raymond James Financial Services Advisors
Florida
$88K -$2.57K -741 -3%
SI
12
Stephens Inc
Arkansas
$65K -$6.93K -2,000 -10%
LPL Financial
13
LPL Financial
California
$48K -$6.93K -2,000 -13%
VF
14
Virtu Financial
New York
$47K +$44.5K +12,838 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$43K
JP Morgan Chase
16
JP Morgan Chase
New York
$27K
UBS Group
17
UBS Group
Switzerland
$8K -$2.84K -819 -28%
Citigroup
18
Citigroup
New York
$7K
CCM
19
Chiron Capital Management
Florida
$7K +$6.24K +1,800 New
Wells Fargo
20
Wells Fargo
California
$6K -$3 -1 -0.1%
TRCT
21
Tower Research Capital (TRC)
New York
$6K +$4.78K +1,380 +357%
Morgan Stanley
22
Morgan Stanley
New York
$3K
Simplex Trading
23
Simplex Trading
Illinois
$1K -$5.56K -1,605 -83%
Millennium Management
24
Millennium Management
New York
$114 +$109K +31,499 New
VEA
25
Virtus ETF Advisers
New York
-$236K -68,575 Closed

ICMB Hedge Fund Activity: Q3 2020 in Review

25 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Investcorp Credit Management BDC (ICMB) for Q3 2020, worth a combined $19.9M — up 3% from $19.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of ICMB and 4 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 2 added.

The largest buyer was Jane Street, opening a new position worth an estimated $113K. The largest seller was Virtus ETF Advisers, exiting entirely with an estimated $236K sold.

  • 25 institutional investors held Investcorp Credit Management BDC (ICMB) as of Q3 2020, down from 26 in Q2 2020.
  • Funds reported $19.9M of Investcorp Credit Management BDC stock for Q3 2020, up 3% quarter-over-quarter.
  • 4 funds opened new Investcorp Credit Management BDC positions in Q3 2020 and 5 closed out, a net change of -1 holder.
  • The largest Investcorp Credit Management BDC buyer in Q3 2020 was Jane Street, an estimated $113K added.
  • The largest Investcorp Credit Management BDC seller in Q3 2020 was Virtus ETF Advisers, an estimated $236K sold.

Based on aggregated 13F filings for Q3 2020.