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Investcorp Credit Management BDC
ICMB

16 hedge funds and large institutions have $1.6M invested in Investcorp Credit Management BDC in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more call options, than puts

Call options by funds: $165K | Put options by funds: $15K

24% more capital invested

Capital invested by funds: $1.29M → $1.6M (+$312K)

0.17% more ownership

Funds ownership: 3.49% → 3.66% (+0.17%)

0% more funds holding

Funds holding: 16 → 16 (0)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

Holders
16
Holders Change
–
Holders Change %
0%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
3
Closed
–
Calls
$165K
Puts
$15K
Net Calls
+$150K
Net Calls Change
+$143K

Top Buyers

Rank Fund Capital Flow
1
BI
Bulldog Investors
New Jersey
+$240K
2
Morgan Stanley
Morgan Stanley
New York
+$114K
3
Citadel Advisors
Citadel Advisors
Florida
+$33.6K
4
UBS Group
UBS Group
Switzerland
+$27.3K

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$231K
2
LPL Financial
LPL Financial
California
-$5K
3
NA
NewEdge Advisors
Louisiana
-$1.56K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$677K +$114K +36,572 +20%
BI
2
Bulldog Investors
New Jersey
$233K +$240K +76,832 New
Citadel Advisors
3
Citadel Advisors
Florida
$159K +$33.6K +10,774 +26%
LPL Financial
4
LPL Financial
California
$153K -$5K -1,603 -3%
IAIM
5
International Assets Investment Management
Florida
$84.6K -$231K -73,819 -73%
Raymond James Financial
6
Raymond James Financial
Florida
$68.4K +$70.5K +22,571 New
UBS Group
7
UBS Group
Switzerland
$67.3K +$27.3K +8,755 +65%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$51.3K – – –
NA
9
NewEdge Advisors
Louisiana
$43.9K -$1.56K -500 -3%
Bank of America
10
Bank of America
North Carolina
$25.4K – – –
AT
11
Arlington Trust
Alabama
$21.2K – – –
LIS
12
Legacy Investment Solutions
Idaho
$7.78K – – –
LWMI
13
Legacy Wealth Management (Idaho)
Idaho
$7.78K – – –
Osaic Holdings
14
Osaic Holdings
Arizona
$114 – – –
CAS
15
Coppell Advisory Solutions
Texas
$58 – – –
Wells Fargo
16
Wells Fargo
California
$2 – – –

ICMB Hedge Fund Activity: Q4 2024 in Review

16 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Investcorp Credit Management BDC (ICMB) for Q4 2024, worth a combined $1.6M — up 24% from $1.29M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new ICMB positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Bulldog Investors, opening a new position worth an estimated $240K. The largest seller was International Assets Investment Management, cutting an estimated $231K.

  • 16 institutional investors held Investcorp Credit Management BDC (ICMB) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $1.6M of Investcorp Credit Management BDC stock for Q4 2024, up 24% quarter-over-quarter.
  • 2 funds opened new Investcorp Credit Management BDC positions in Q4 2024 and 0 closed out, a net change of +2 holders.
  • The largest Investcorp Credit Management BDC buyer in Q4 2024 was Bulldog Investors, an estimated $240K added.
  • The largest Investcorp Credit Management BDC seller in Q4 2024 was International Assets Investment Management, an estimated $231K sold.

Based on aggregated 13F filings for Q4 2024.