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Prospect Capital

229 hedge funds and large institutions have $238M invested in Prospect Capital in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
-12
Holders Change %
-4.98%
% of All Funds
3.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
83
Reduced
78
Closed
38
Calls
$14.7M
Puts
$12.3M
Net Calls
+$2.43M
Net Calls Change
+$45.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
126
Arkadios Wealth Advisors
Georgia
$127K -$3.59K -650 -3%
JWCA
127
J.W. Cole Advisors
Florida
$121K -$80K -14,488 -40%
LFAS
128
Level Four Advisory Services
Texas
$120K
IA
129
Inspire Advisors
Idaho
$118K -$14.1K -2,546 -11%
SPIA
130
Steward Partners Investment Advisory
New York
$115K +$7.08K +1,282 +7%
ECM
131
EMC Capital Management
Texas
$115K +$22.6K +4,085 +24%
ZIMP
132
Zimmermann Investment Management & Planning
Pennsylvania
$113K +$2.1K +381 +2%
DC
133
Davenport & Co
Virginia
$110K
Bank of New York Mellon
134
Bank of New York Mellon
New York
$110K -$362K -65,590 -77%
Wealthfront Advisers
135
Wealthfront Advisers
California
$105K +$48.9K +8,853 +86%
SWM
136
Spire Wealth Management
Virginia
$105K -$16.8K -3,042 -14%
WFA
137
WMG Financial Advisors
Tennessee
$104K +$5.52K +1,000 +6%
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$104K -$123K -22,368 -54%
LNC
139
Lincoln National Corp
Pennsylvania
$101K +$101K +18,355 New
SFC
140
Strategic Financial Concepts
Texas
$99.9K +$99.9K +18,099 New
AI
141
Atom Investors
Texas
$96.1K -$72.7K -13,176 -43%
Balyasny Asset Management
142
Balyasny Asset Management
Illinois
$94.3K +$94.3K +17,091 New
Envestnet Portfolio Solutions
143
Envestnet Portfolio Solutions
Illinois
$93.8K +$93.8K +17,000 New
KWM
144
Kingsview Wealth Management
Oregon
$91.3K +$91.3K +16,538 New
BAAM
145
Baker Avenue Asset Management
California
$88.8K +$88.8K +16,084 New
FNBOMD
146
First National Bank of Mount Dora
Florida
$84.5K
CCIA
147
Cherry Creek Investment Advisors
Colorado
$83.4K
GP
148
Girard Partners
Pennsylvania
$83.1K
SA
149
SpiderRock Advisors
Delaware
$83K +$83K +15,225 New
WAP
150
Wealthcare Advisory Partners
Pennsylvania
$81.9K +$81.9K +14,834 New