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Prospect Capital

234 hedge funds and large institutions have $227M invested in Prospect Capital in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 101 increasing their positions, 47 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 47

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

1% more capital invested

Capital invested by funds: $226M → $227M (+$1.16M)

0.12% more ownership

Funds ownership: 8.11%8.24% (+0.12%)

0% more funds holding

Funds holding: 234234 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

70% less call options, than puts

Call options by funds: $10.7M | Put options by funds: $35.6M

Holders
234
Holders Change
Holders Change %
0%
% of All Funds
3.71%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
101
Reduced
47
Closed
27
Calls
$10.7M
Puts
$35.6M
Net Calls
-$25M
Net Calls Change
-$8.91M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
51
SMH Capital Advisors
Texas
$609K +$6 +1 +0%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$586K +$21.9K +3,510 +4%
CCA
53
Catalyst Capital Advisors
New York
$576K
WHG
54
Westwood Holdings Group
Texas
$564K
SPC
55
Sigma Planning Corp
Michigan
$562K +$43.7K +7,006 +8%
SWM
56
Sculati Wealth Management
Michigan
$521K -$190K -30,440 -26%
GSIAS
57
Garden State Investment Advisory Services
New Jersey
$517K +$28.7K +4,606 +6%
Invesco
58
Invesco
Georgia
$517K -$460K -73,775 -46%
TA
59
Tactive Advisors
Florida
$505K +$520K +83,484 New
CA
60
Cetera Advisors
Colorado
$501K +$187K +29,968 +57%
AWS
61
Atria Wealth Solutions
New York
$490K +$391K +62,722 +342%
PFS
62
Prospera Financial Services
Texas
$478K +$212 +34 +0%
SBIA
63
Sheaff Brock Investment Advisors
Indiana
$476K
Bank of New York Mellon
64
Bank of New York Mellon
New York
$473K +$72.8K +11,679 +18%
TCM
65
Triumph Capital Management
Colorado
$472K +$15.2K +2,438 +3%
SGI
66
Summit Global Investments
Utah
$454K
BCI
67
Brinker Capital Investments
Pennsylvania
$448K +$355K +56,951 +332%
OPS
68
Orion Portfolio Solutions
Nebraska
$448K +$355K +56,951 +332%
Bank of America
69
Bank of America
North Carolina
$440K -$689K -110,585 -60%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$432K +$71K +11,389 +20%
Ameriprise
71
Ameriprise
Minnesota
$432K -$47.1K -7,550 -10%
Creative Planning
72
Creative Planning
Kansas
$426K +$86.6K +13,898 +25%
Two Sigma Investments
73
Two Sigma Investments
New York
$414K +$352K +56,464 +470%
Jane Street
74
Jane Street
New York
$384K -$79.7K -12,790 -17%
GC
75
Guggenheim Capital
Illinois
$374K +$15.4K +2,464 +4%

PSEC Hedge Fund Activity: Q3 2023 in Review

234 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Prospect Capital (PSEC) for Q3 2023, worth a combined $227M — up 0.51% from $226M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PSEC positions and 27 closed out — a net gain of 2 holders — while 101 added to existing stakes and 47 trimmed.

The largest buyer was VanEck Associates, adding an estimated $2.25M. The largest seller was BlackRock, cutting an estimated $2.36M.

  • 234 institutional investors held Prospect Capital (PSEC) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $227M of Prospect Capital stock for Q3 2023, up 0.51% quarter-over-quarter.
  • 29 funds opened new Prospect Capital positions in Q3 2023 and 27 closed out, a net change of +2 holders.
  • The largest Prospect Capital buyer in Q3 2023 was VanEck Associates, an estimated $2.25M added.
  • The largest Prospect Capital seller in Q3 2023 was BlackRock, an estimated $2.36M sold.

Based on aggregated 13F filings for Q3 2023.