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Prospect Capital

219 hedge funds and large institutions have $853M invested in Prospect Capital in 2013 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 110 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 49

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

8% more funds holding

Funds holding: 203219 (+16)

7% more capital invested

Capital invested by funds: $796M → $853M (+$57.1M)

57% less call options, than puts

Call options by funds: $1.07M | Put options by funds: $2.51M

Holders
219
Holders Change
+16
Holders Change %
+7.88%
% of All Funds
7.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
35
Increased
110
Reduced
49
Closed
17
Calls
$1.07M
Puts
$2.51M
Net Calls
-$1.43M
Net Calls Change
+$465K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$154M +$31.7M +2,855,594 +26%
State Street
2
State Street
Massachusetts
$54.6M +$5.12M +461,205 +10%
Northern Trust
3
Northern Trust
Illinois
$47.2M +$5.25M +472,509 +13%
Vanguard Group
4
Vanguard Group
Pennsylvania
$39.8M +$6.1M +549,793 +18%
BIT
5
BlackRock Institutional Trust
California
$38.7M +$2.31M +208,076 +6%
U
6
UBS
Switzerland
$31.1M +$3.77M +339,312 +14%
Morgan Stanley
7
Morgan Stanley
New York
$25.4M +$4.88M +439,864 +24%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$21.4M +$3.2M +288,291 +18%
TNBTD
9
Trustmark National Bank Trust Department
Mississippi
$17.9M
BG
10
BlackRock Group
United Kingdom
$16.8M +$2.08M +187,671 +14%
Principal Financial Group
11
Principal Financial Group
Iowa
$16.6M -$12.1M -1,089,429 -42%
Deutsche Bank
12
Deutsche Bank
Germany
$16M -$2.66M -239,664 -14%
TCIM
13
TIAA CREF Investment Management
New York
$13.7M +$455K +40,968 +3%
Invesco
14
Invesco
Georgia
$12.8M +$310K +27,916 +2%
Citadel Advisors
15
Citadel Advisors
Florida
$12.6M -$4.18M -376,450 -25%
JP Morgan Chase
16
JP Morgan Chase
New York
$12.4M -$3.89M -350,079 -24%
BIM
17
BlackRock Investment Management
Delaware
$11.6M +$1.01M +90,682 +10%
AAM
18
Advisors Asset Management
Colorado
$11.5M +$1.85M +166,280 +19%
Ameriprise
19
Ameriprise
Minnesota
$11.3M +$186K +16,730 +2%
DFG
20
Delphi Financial Group
Delaware
$10.6M -$9.44M -850,000 -47%
KeyBank National Association
21
KeyBank National Association
Ohio
$10.2M -$30.6M -2,755,002 -75%
YMRC
22
Yorktown Management & Research Company
Virginia
$10.1M +$6.77M +610,000 +210%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$9.59M +$9.52M +857,415 New
CIA
24
CCM Investment Advisers
South Carolina
$8.41M -$598K -53,841 -7%
TA
25
Teachers Advisors
New York
$7.51M +$348K +31,297 +5%

PSEC Hedge Fund Activity: Q3 2013 in Review

219 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Prospect Capital (PSEC) for Q3 2013, worth a combined $853M — up 7.2% from $796M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PSEC positions and 17 closed out — a net gain of 18 holders — while 110 added to existing stakes and 49 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $31.7M. The largest seller was KeyBank National Association, cutting an estimated $30.6M.

  • 219 institutional investors held Prospect Capital (PSEC) as of Q3 2013, up from 203 in Q2 2013.
  • Funds reported $853M of Prospect Capital stock for Q3 2013, up 7.2% quarter-over-quarter.
  • 35 funds opened new Prospect Capital positions in Q3 2013 and 17 closed out, a net change of +18 holders.
  • The largest Prospect Capital buyer in Q3 2013 was BlackRock Fund Advisors, an estimated $31.7M added.
  • The largest Prospect Capital seller in Q3 2013 was KeyBank National Association, an estimated $30.6M sold.

Based on aggregated 13F filings for Q3 2013.