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Investcorp Credit Management BDC
ICMB

Overview Fund Activity

15 hedge funds and large institutions have $6.07M invested in Investcorp Credit Management BDC in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
15
Holders Change
-1
Holders Change %
-6.25%
% of All Funds
0.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
3
Reduced
6
Closed
2
Calls
$1K
Puts
$79K
Net Calls
-$78K
Net Calls Change
-$80K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$855K
2
Citadel Advisors
2
Citadel Advisors
Florida
$102K
3
IPW
3
Impact Partnership Wealth
Georgia
$611
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$61.3K

Top Sellers

1
CCP
1
Cyrus Capital Partners
New York
$4.09M
2
RJA
2
Raymond James & Associates
Florida
$425K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$58.6K
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$18K
5
LPL Financial
5
LPL Financial
California
$210K
Name Market Value Shares Shares
Change 		Shares
Change %
CCP
1
Cyrus Capital Partners
New York
$4.09M 1,149,209 -54,492 -5%
Morgan Stanley
2
Morgan Stanley
New York
$855K 240,504 +134,334 +127%
RJA
3
Raymond James & Associates
Florida
$425K 119,522 -30,442 -20%
LPL Financial
4
LPL Financial
California
$210K 59,057 -755 -1%
IAIM
5
International Assets Investment Management
Florida
$178K 50,100 – –
Citadel Advisors
6
Citadel Advisors
Florida
$102K 28,701 +5,073 +21%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$61.3K 17,252 +128 +0.7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$60.2K 16,938 – –
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$58.6K 16,481 -8,773 -35%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$18K 5,141 -8,118 -61%
BlackRock
11
BlackRock
New York
$17.8K 5,000 – –
Osaic Holdings
12
Osaic Holdings
Arizona
$1.41K 396 – –
IPW
13
Impact Partnership Wealth
Georgia
$611 172 +172 New
Bank of America
14
Bank of America
North Carolina
$192 54 – –
CAS
15
Coppell Advisory Solutions
Texas
$68 19 -37 -66%
Wells Fargo
16
Wells Fargo
California
– – – –
FIA
17
FNY Investment Advisers
New York
– – -700 Closed
UBS Group
18
UBS Group
Switzerland
– – -71 Closed
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –