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Investcorp Credit Management BDC
ICMB

Overview Fund Activity

16 hedge funds and large institutions have $1.29M invested in Investcorp Credit Management BDC in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.

Holders
16
Holders Change
+3
Holders Change %
+23.08%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
2
Closed
1
Calls
$8K
Puts
$1K
Net Calls
+$7K
Net Calls Change
-$10K

Top Buyers

1
NA
1
NewEdge Advisors
Louisiana
$46.9K
2
IAIM
2
International Assets Investment Management
Florida
$32.5K
3
AT
3
Arlington Trust
Alabama
$21.9K
4
UBS Group
4
UBS Group
Switzerland
$42.1K
5
Morgan Stanley
5
Morgan Stanley
New York
$585K

Top Sellers

1
VF
1
Virtu Financial
New York
$0
2
LPL Financial
2
LPL Financial
California
$163K
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$47.1K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$585K 187,015 +4,914 +3%
LPL Financial
2
LPL Financial
California
$163K 52,235 -5,915 -10%
Citadel Advisors
3
Citadel Advisors
Florida
$131K 41,769 +2,701 +7%
RJA
4
Raymond James & Associates
Florida
$124K 39,492 +300 +0.8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$53K 16,938 – –
RJFSA
6
Raymond James Financial Services Advisors
Florida
$47.1K 15,060 -651 -4%
NA
7
NewEdge Advisors
Louisiana
$46.9K 14,983 +14,983 New
UBS Group
8
UBS Group
Switzerland
$42.1K 13,444 +6,713 +100%
IAIM
9
International Assets Investment Management
Florida
$32.5K 101,569 +69,119 +213%
Bank of America
10
Bank of America
North Carolina
$26.2K 8,383 – –
AT
11
Arlington Trust
Alabama
$21.9K 7,000 +7,000 New
LIS
12
Legacy Investment Solutions
Idaho
$7.85K 2,500 +2,500 New
LWMI
13
Legacy Wealth Management (Idaho)
Idaho
$7.85K 2,500 +2,500 New
Osaic Holdings
14
Osaic Holdings
Arizona
$117 38 – –
CAS
15
Coppell Advisory Solutions
Texas
$59 19 – –
Wells Fargo
16
Wells Fargo
California
$2 1 – –
VF
17
Virtu Financial
New York
– – -15,456 Closed
CFGS
18
Concourse Financial Group Securities
Alabama
– – – –