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Prospect Capital

217 hedge funds and large institutions have $302M invested in Prospect Capital in 2016 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 62 increasing their positions, 77 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

5% more funds holding

Funds holding: 206217 (+11)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

13% less capital invested

Capital invested by funds: $346M → $302M (-$43.8M)

19% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 77

79% less call options, than puts

Call options by funds: $8.94M | Put options by funds: $41.7M

Holders
217
Holders Change
+11
Holders Change %
+5.34%
% of All Funds
5.78%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
36
Increased
62
Reduced
77
Closed
23
Calls
$8.94M
Puts
$41.7M
Net Calls
-$32.8M
Net Calls Change
-$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
51
Scopia Capital Management
New York
$1.18M +$414K +62,356 +62%
CIM
52
Cambria Investment Management
California
$1.17M -$109K -16,360 -9%
Macquarie Group
53
Macquarie Group
Australia
$1.16M +$1.06M +159,200 New
Robeco Institutional Asset Management
54
Robeco Institutional Asset Management
Netherlands
$1.14M +$11.8K +1,776 +1%
Citadel Advisors
55
Citadel Advisors
Florida
$997K -$907K -136,534 -50%
SPC
56
Sigma Planning Corp
Michigan
$985K +$57.5K +8,650 +7%
RJA
57
Raymond James & Associates
Florida
$954K +$81.9K +12,325 +10%
WA
58
WFG Advisors
Texas
$940K +$66.9K +10,064 +8%
DnB Asset Management
59
DnB Asset Management
Norway
$902K -$21.9K -3,300 -3%
VFS
60
VSR Financial Services
Kansas
$886K -$26.6K -4,000 -3%
Stifel Financial
61
Stifel Financial
Missouri
$883K +$9.79K +1,473 +1%
DC
62
Davenport & Co
Virginia
$865K -$33.2K -5,000 -4%
TFCM
63
Taylor Frigon Capital Management
Arizona
$842K -$1.96K -295 -0.3%
HFS
64
HL Financial Services
Kentucky
$783K -$48.8K -7,346 -6%
Ameriprise
65
Ameriprise
Minnesota
$769K +$162K +24,407 +30%
SW
66
SVB Wealth
Massachusetts
$758K -$9.97K -1,500 -1%
SCM
67
Summit Capital Management
Washington
$732K -$3.44M -518,040 -84%
MNA
68
Manning & Napier Advisors
New York
$725K
ANI
69
American National Insurance
Texas
$682K
Allianz Asset Management
70
Allianz Asset Management
Germany
$681K +$7.41K +1,115 +1%
RIL
71
Rothschild Investment LLC
Illinois
$662K +$94.7K +14,246 +19%
MFS
72
MSI Financial Services
Massachusetts
$651K +$20.9K +3,147 +4%
Capital Fund Management (CFM)
73
Capital Fund Management (CFM)
France
$643K +$292K +43,990 +99%
BRWA
74
B. Riley Wealth Advisors
Florida
$615K -$66.7K -10,044 -9%
PI
75
PineBridge Investments
New York
$591K +$95.9K +14,427 +22%

PSEC Hedge Fund Activity: Q1 2016 in Review

217 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Prospect Capital (PSEC) for Q1 2016, worth a combined $302M — down 13% from $346M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PSEC positions and 23 closed out — a net gain of 13 holders — while 62 added to existing stakes and 77 trimmed.

The largest buyer was Barclays, opening a new position worth an estimated $6.65M. The largest seller was Deutsche Bank, cutting an estimated $6.52M.

  • 217 institutional investors held Prospect Capital (PSEC) as of Q1 2016, up from 206 in Q4 2015.
  • Funds reported $302M of Prospect Capital stock for Q1 2016, down 13% quarter-over-quarter.
  • 36 funds opened new Prospect Capital positions in Q1 2016 and 23 closed out, a net change of +13 holders.
  • The largest Prospect Capital buyer in Q1 2016 was Barclays, an estimated $6.65M added.
  • The largest Prospect Capital seller in Q1 2016 was Deutsche Bank, an estimated $6.52M sold.

Based on aggregated 13F filings for Q1 2016.