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Prospect Capital

235 hedge funds and large institutions have $993M invested in Prospect Capital in 2013 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 122 increasing their positions, 53 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 53

90% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 20

16% more capital invested

Capital invested by funds: $853M → $993M (+$140M)

7% more funds holding

Funds holding: 219235 (+16)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

50% less call options, than puts

Call options by funds: $1.26M | Put options by funds: $2.52M

Holders
235
Holders Change
+16
Holders Change %
+7.31%
% of All Funds
6.82%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.12%
New
38
Increased
122
Reduced
53
Closed
20
Calls
$1.26M
Puts
$2.52M
Net Calls
-$1.26M
Net Calls Change
+$176K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$173M +$17.6M +1,565,039 +11%
State Street
2
State Street
Massachusetts
$60.5M +$5.68M +504,863 +10%
Northern Trust
3
Northern Trust
Illinois
$50M +$2.56M +227,617 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$46.6M +$6.72M +596,875 +17%
BIT
5
BlackRock Institutional Trust
California
$39M +$118K +10,507 +0.3%
DFG
6
Delphi Financial Group
Delaware
$35.2M +$24.6M +2,189,036 +230%
U
7
UBS
Switzerland
$34.1M +$2.89M +257,217 +9%
Morgan Stanley
8
Morgan Stanley
New York
$24.4M -$1.1M -97,480 -4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$24.2M +$2.72M +241,233 +13%
CNB
10
City National Bank
California
$21.1M +$20.2M +1,793,407 +2,038%
Principal Financial Group
11
Principal Financial Group
Iowa
$19.5M +$2.88M +255,492 +17%
BG
12
BlackRock Group
United Kingdom
$18.3M +$1.38M +122,776 +8%
TNBTD
13
Trustmark National Bank Trust Department
Mississippi
$16.3M -$1.69M -150,000 -9%
TCIM
14
TIAA CREF Investment Management
New York
$15.1M +$1.44M +128,145 +10%
Citadel Advisors
15
Citadel Advisors
Florida
$14.2M +$1.53M +136,204 +12%
Invesco
16
Invesco
Georgia
$13.9M +$1.01M +89,652 +8%
Ameriprise
17
Ameriprise
Minnesota
$12.7M +$1.43M +126,836 +13%
Deutsche Bank
18
Deutsche Bank
Germany
$12.5M -$3.61M -320,930 -22%
BIM
19
BlackRock Investment Management
Delaware
$12.3M +$630K +56,015 +5%
Two Sigma Investments
20
Two Sigma Investments
New York
$12.2M +$12.3M +1,091,452 New
JP Morgan Chase
21
JP Morgan Chase
New York
$11.7M -$774K -68,736 -6%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$10.5M +$10.2M +905,589 +2,820%
AAM
23
Advisors Asset Management
Colorado
$10.2M -$1.25M -111,280 -11%
YMRC
24
Yorktown Management & Research Company
Virginia
$10.1M
Public Sector Pension Investment Board (PSP Investments)
25
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.76M +$755K +67,100 +11%

PSEC Hedge Fund Activity: Q4 2013 in Review

235 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Prospect Capital (PSEC) for Q4 2013, worth a combined $993M — up 16% from $853M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PSEC positions and 20 closed out — a net gain of 18 holders — while 122 added to existing stakes and 53 trimmed.

The largest buyer was Delphi Financial Group, adding an estimated $24.6M. The largest seller was KeyBank National Association, cutting an estimated $8.87M.

  • 235 institutional investors held Prospect Capital (PSEC) as of Q4 2013, up from 219 in Q3 2013.
  • Funds reported $993M of Prospect Capital stock for Q4 2013, up 16% quarter-over-quarter.
  • 38 funds opened new Prospect Capital positions in Q4 2013 and 20 closed out, a net change of +18 holders.
  • The largest Prospect Capital buyer in Q4 2013 was Delphi Financial Group, an estimated $24.6M added.
  • The largest Prospect Capital seller in Q4 2013 was KeyBank National Association, an estimated $8.87M sold.

Based on aggregated 13F filings for Q4 2013.