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Palmer Square Capital BDC
PSBD

28 hedge funds and large institutions have $50.7M invested in Palmer Square Capital BDC in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

8% more funds holding

Funds holding: 26 → 28 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.74% less ownership

Funds ownership: 10.36% → 9.62% (-0.74%)

8% less capital invested

Capital invested by funds: $54.9M → $50.7M (-$4.29M)

54% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 13

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
6
Increased
6
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$908K
2
CIM
Confluence Investment Management
Missouri
+$580K
3
MHIC
Marble Harbor Investment Counsel
Massachusetts
+$321K
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$313K
5
UBS Group
UBS Group
Switzerland
+$272K

Top Sellers

Rank Fund Capital Flow
1
Capstone Investment Advisors
Capstone Investment Advisors
New York
-$1.03M
2
Citadel Advisors
Citadel Advisors
Florida
-$941K
3
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$815K
4
AMH
Apollo Management Holdings
New York
-$802K
5
Franklin Resources
Franklin Resources
California
-$800K
Name Holding Trade Value Shares
Change 		Change in
Stake
FTCM
1
First Trust Capital Management
Illinois
$14.7M – – –
AMH
2
Apollo Management Holdings
New York
$8.85M -$802K -48,714 -8%
AP
3
Arlington Partners
Alabama
$6.03M – – –
Fidelity Investments
4
Fidelity Investments
Massachusetts
$5.77M +$118K +7,174 +2%
Millennium Management
5
Millennium Management
New York
$3.08M -$516K -31,355 -14%
Bank of America
6
Bank of America
North Carolina
$2.17M +$908K +55,170 +69%
CIM
7
Confluence Investment Management
Missouri
$1.38M +$580K +35,240 +70%
MIM
8
Monashee Investment Management
Massachusetts
$1.29M -$742K -45,053 -36%
Citadel Advisors
9
Citadel Advisors
Florida
$1.07M -$941K -57,177 -46%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$903K +$313K +19,000 +51%
Franklin Resources
11
Franklin Resources
California
$786K -$800K -48,603 -50%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$622K +$57.5K +3,491 +10%
Two Sigma Investments
13
Two Sigma Investments
New York
$608K -$21.3K -1,291 -3%
Balyasny Asset Management
14
Balyasny Asset Management
Illinois
$449K -$305K -18,544 -40%
UBS Group
15
UBS Group
Switzerland
$434K +$272K +16,543 +161%
Marshall Wace
16
Marshall Wace
United Kingdom
$429K -$48.3K -2,936 -10%
MHIC
17
Marble Harbor Investment Counsel
Massachusetts
$315K +$321K +19,500 New
PD
18
Point72 (DIFC)
United Arab Emirates
$307K -$60.6K -3,683 -16%
BCM
19
Bienville Capital Management
New York
$252K +$249K +15,151 New
HF
20
HRT Financial
New York
$217K -$66.9K -4,067 -23%
JSL
21
JT Stratford LLC
Georgia
$183K +$187K +11,331 New
Renaissance Technologies
22
Renaissance Technologies
New York
$173K +$176K +10,700 New
DWT
23
Dorsey & Whitney Trust
South Dakota
$169K – – –
CSS
24
Cubist Systematic Strategies
Connecticut
$141K -$421K -25,601 -75%
AT
25
Arlington Trust
Alabama
$121K +$123K +7,460 New
1
2

PSBD Hedge Fund Activity: Q2 2024 in Review

28 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Palmer Square Capital BDC (PSBD) for Q2 2024, worth a combined $50.7M — down 7.8% from $54.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new PSBD positions and 4 closed out — a net gain of 2 holders — while 6 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $908K. The largest seller was Capstone Investment Advisors, exiting entirely with an estimated $1.03M sold.

  • 28 institutional investors held Palmer Square Capital BDC (PSBD) as of Q2 2024, up from 26 in Q1 2024.
  • Funds reported $50.7M of Palmer Square Capital BDC stock for Q2 2024, down 7.8% quarter-over-quarter.
  • 6 funds opened new Palmer Square Capital BDC positions in Q2 2024 and 4 closed out, a net change of +2 holders.
  • The largest Palmer Square Capital BDC buyer in Q2 2024 was Bank of America, an estimated $908K added.
  • The largest Palmer Square Capital BDC seller in Q2 2024 was Capstone Investment Advisors, an estimated $1.03M sold.

Based on aggregated 13F filings for Q2 2024.