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Palmer Square Capital BDC
PSBD

26 hedge funds and large institutions have $54.9M invested in Palmer Square Capital BDC in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

10.36% more ownership

Funds ownership: 0% → 10.36% (+10%)

Holders
26
Holders Change
+26
Holders Change %
–
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FTCM
First Trust Capital Management
Illinois
+$14.9M
2
AMH
Apollo Management Holdings
New York
+$9.73M
3
AP
Arlington Partners
Alabama
+$6.09M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.71M
5
Millennium Management
Millennium Management
New York
+$3.62M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
FTCM
1
First Trust Capital Management
Illinois
$14.9M +$14.9M +911,854 New
AMH
2
Apollo Management Holdings
New York
$9.71M +$9.73M +596,281 New
AP
3
Arlington Partners
Alabama
$6.08M +$6.09M +373,006 New
Fidelity Investments
4
Fidelity Investments
Massachusetts
$5.7M +$5.71M +350,000 New
Millennium Management
5
Millennium Management
New York
$3.61M +$3.62M +221,707 New
MIM
6
Monashee Investment Management
Massachusetts
$2.04M +$2.04M +125,000 New
Citadel Advisors
7
Citadel Advisors
Florida
$2.01M +$2.01M +123,209 New
Franklin Resources
8
Franklin Resources
California
$1.58M +$1.59M +97,268 New
Bank of America
9
Bank of America
North Carolina
$1.29M +$1.3M +79,421 New
Capstone Investment Advisors
10
Capstone Investment Advisors
New York
$1.03M +$1.03M +63,350 New
Teacher Retirement System of Texas
11
Teacher Retirement System of Texas
Texas
$815K +$816K +50,000 New
CIM
12
Confluence Investment Management
Missouri
$815K +$816K +50,000 New
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$755K +$756K +46,344 New
Two Sigma Investments
14
Two Sigma Investments
New York
$634K +$635K +38,908 New
Two Sigma Advisers
15
Two Sigma Advisers
New York
$601K +$602K +36,900 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$570K +$571K +35,002 New
CSS
17
Cubist Systematic Strategies
Connecticut
$560K +$561K +34,352 New
Marshall Wace
18
Marshall Wace
United Kingdom
$480K +$481K +29,493 New
PCM
19
Penserra Capital Management
California
$450K +$451K +27,640 New
PD
20
Point72 (DIFC)
United Arab Emirates
$370K +$371K +22,709 New
HF
21
HRT Financial
New York
$285K +$286K +17,549 New
Morgan Stanley
22
Morgan Stanley
New York
$223K +$223K +13,695 New
DWT
23
Dorsey & Whitney Trust
South Dakota
$170K +$171K +10,452 New
UBS Group
24
UBS Group
Switzerland
$168K +$168K +10,299 New
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$139K +$139K +8,514 New
1
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PSBD Hedge Fund Activity: Q1 2024 in Review

26 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Palmer Square Capital BDC (PSBD) for Q1 2024, worth a combined $54.9M.

Buyers outnumbered sellers: 26 funds opened new PSBD positions and 0 closed out — a net gain of 26 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was First Trust Capital Management, opening a new position worth an estimated $14.9M.

  • 26 institutional investors held Palmer Square Capital BDC (PSBD) as of Q1 2024, up from 0 in Q4 2023.
  • Funds reported $54.9M of Palmer Square Capital BDC stock for Q1 2024.
  • 26 funds opened new Palmer Square Capital BDC positions in Q1 2024 and 0 closed out, a net change of +26 holders.
  • The largest Palmer Square Capital BDC buyer in Q1 2024 was First Trust Capital Management, an estimated $14.9M added.

Based on aggregated 13F filings for Q1 2024.