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Prospect Capital
PSEC

Overview Fund Activity

228 hedge funds and large institutions have $221M invested in Prospect Capital in 2024 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 90 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
-1
Holders Change %
-0.44%
% 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
30
Increased
90
Reduced
56
Closed
26
Calls
$12.8M
Puts
$14.8M
Net Calls
-$1.98M
Net Calls Change
-$4.41M

Top Buyers

1
YDMI
Y.D. More Investments
Israel
$29.1M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$2.37M
3
TI
TrueMark Investments
Illinois
$2.11M
4
VanEck Associates
VanEck Associates
New York
$40.1M
5
XF
XML Financial
Maryland
$10.5M

Top Sellers

1
GAA
Global Assets Advisory
Florida
$0
2
LSV Asset Management
LSV Asset Management
Illinois
$4.93M
3
Marshall Wace
Marshall Wace
United Kingdom
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$2.03M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$502K
Name Holding Trade Value Shares
Change 		Shares
Change %
VCWA
126
Vanguard Capital Wealth Advisors
Colorado
$112K -$25.2K -4,549 -18%
Bank of New York Mellon
127
Bank of New York Mellon
New York
$110K -$11 -2 -0%
WFA
128
WMG Financial Advisors
Tennessee
$107K +$2.49K +450 +2%
Wealth Enhancement Advisory Services
129
Wealth Enhancement Advisory Services
Minnesota
$107K +$2.4K +434 +2%
MWA
130
Midland Wealth Advisors
Illinois
$102K +$102K +18,416 New
MML Investors Services
131
MML Investors Services
Massachusetts
$95K +$20.7K +3,721 +28%
KWM
132
Kingsview Wealth Management
Oregon
$93.9K +$2.44K +442 +3%
FPAS
133
Focus Partners Advisor Solutions
Missouri
$91.4K +$91.4K +16,523 New
SOW
134
State of Wyoming
Wyoming
$86.1K +$11.2K +2,033 +15%
CCIA
135
Cherry Creek Investment Advisors
Colorado
$85.4K +$1.79K +323 +2%
FNBOMD
136
First National Bank of Mount Dora
Florida
$84.6K – – –
SA
137
SpiderRock Advisors
Delaware
$84.2K – – –
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$82K – – –
Manulife (Manufacturers Life Insurance)
139
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$81.5K +$221 +40 +0.3%
AWM
140
AE Wealth Management
Kansas
$80K +$80K +14,473 New
TCM
141
Traynor Capital Management
Pennsylvania
$79.3K +$774 +140 +1%
Wealthfront Advisers
142
Wealthfront Advisers
California
$78.9K -$26.6K -4,819 -25%
SCM
143
Sage Capital Management
New Jersey
$77.4K – – –
BRWA
144
B. Riley Wealth Advisors
Florida
$73.2K -$106 -19 -0.1%
EF
145
Empowered Funds
Pennsylvania
$73K – – –
MGIA
146
Moneta Group Investment Advisors
Missouri
$71.6K – – –
SRC
147
Shufro Rose & Co
New York
$70.2K – – –
SPIA
148
Steward Partners Investment Advisory
New York
$69.8K -$45.6K -8,241 -40%
SWM
149
Silverlake Wealth Management
Vermont
$69.5K +$923 +167 +1%
PA
150
Parallel Advisors
California
$68.8K -$3.72K -673 -5%
4 5
6
7 8