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Palmer Square Capital BDC

33 hedge funds and large institutions have $210M invested in Palmer Square Capital BDC in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

148% more capital invested

Capital invested by funds: $84.7M → $210M (+$125M)

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

26.07% more ownership

Funds ownership: 15.9%41.96% (+26%)

10% more funds holding

Funds holding: 3033 (+3)

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.43%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
5
Increased
17
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OM
1
OV Management
Minnesota
$56.7M +$59.4M +3,730,065 New
Mariner
2
Mariner
Kansas
$34.6M +$17.9M +1,124,766 +98%
1M
3
1248 Management
Missouri
$34.1M +$34.6M +2,172,442 New
FTCM
4
First Trust Capital Management
Illinois
$30.6M +$6.21M +390,080 +24%
PL
5
Pandi LLC
Kansas
$13.9M +$14.5M +911,854 New
BCM
6
Bienville Capital Management
New York
$10.6M +$4.12M +258,643 +62%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$5.73M -$95.8K -6,013 -2%
AP
8
Arlington Partners
Alabama
$4.57M -$1.15M -72,517 -19%
Bank of America
9
Bank of America
North Carolina
$3.99M +$725K +45,519 +21%
Millennium Management
10
Millennium Management
New York
$2.4M -$360K -22,615 -13%
CIM
11
Confluence Investment Management
Missouri
$1.59M +$7.39K +464 +0.4%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$1.28M +$564K +35,437 +73%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$1.26M -$153K -9,600 -10%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.18M +$677K +42,533 +120%
AMH
15
Apollo Management Holdings
New York
$1.18M -$857K -53,799 -41%
Renaissance Technologies
16
Renaissance Technologies
New York
$942K -$70.1K -4,400 -7%
Franklin Resources
17
Franklin Resources
California
$880K +$386K +24,232 +72%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$690K +$64.8K +4,072 +10%
Citadel Advisors
19
Citadel Advisors
Florida
$641K +$167K +10,457 +33%
Two Sigma Investments
20
Two Sigma Investments
New York
$596K -$338K -21,234 -35%
UBS Group
21
UBS Group
Switzerland
$580K +$261K +16,398 +75%
MHIC
22
Marble Harbor Investment Counsel
Massachusetts
$486K +$99.5K +6,250 +24%
HF
23
HRT Financial
New York
$426K +$86.6K +5,437 +24%
Creative Planning
24
Creative Planning
Kansas
$211K +$221K +13,880 New
DWT
25
Dorsey & Whitney Trust
South Dakota
$159K

PSBD Hedge Fund Activity: Q4 2024 in Review

33 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Palmer Square Capital BDC (PSBD) for Q4 2024, worth a combined $210M — up 148% from $84.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PSBD positions and 2 closed out — a net gain of 3 holders — while 17 added to existing stakes and 8 trimmed.

The largest buyer was OV Management, opening a new position worth an estimated $59.4M. The largest seller was Arlington Partners, cutting an estimated $1.15M.

  • 33 institutional investors held Palmer Square Capital BDC (PSBD) as of Q4 2024, up from 30 in Q3 2024.
  • Funds reported $210M of Palmer Square Capital BDC stock for Q4 2024, up 148% quarter-over-quarter.
  • 5 funds opened new Palmer Square Capital BDC positions in Q4 2024 and 2 closed out, a net change of +3 holders.
  • The largest Palmer Square Capital BDC buyer in Q4 2024 was OV Management, an estimated $59.4M added.
  • The largest Palmer Square Capital BDC seller in Q4 2024 was Arlington Partners, an estimated $1.15M sold.

Based on aggregated 13F filings for Q4 2024.