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Prospect Capital

254 hedge funds and large institutions have $908M invested in Prospect Capital in 2014 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 107 increasing their positions, 70 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 25

53% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 70

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more funds holding

Funds holding: 235254 (+19)

9% less capital invested

Capital invested by funds: $993M → $908M (-$85.5M)

76% less call options, than puts

Call options by funds: $825K | Put options by funds: $3.47M

Holders
254
Holders Change
+19
Holders Change %
+8.09%
% of All Funds
7.34%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
49
Increased
107
Reduced
70
Closed
25
Calls
$825K
Puts
$3.47M
Net Calls
-$2.65M
Net Calls Change
-$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$83.8M -$84.2M -7,618,382 -50%
State Street
2
State Street
Massachusetts
$61M +$2.84M +256,484 +5%
Northern Trust
3
Northern Trust
Illinois
$48.6M +$492K +44,513 +1%
Two Sigma Investments
4
Two Sigma Investments
New York
$47.7M +$36.7M +3,322,604 +304%
U
5
UBS
Switzerland
$43.2M +$10.6M +960,661 +32%
BIT
6
BlackRock Institutional Trust
California
$41.5M +$4.04M +365,148 +11%
CNB
7
City National Bank
California
$40.2M +$20.3M +1,838,834 +98%
Two Sigma Advisers
8
Two Sigma Advisers
New York
$35.8M +$35.2M +3,180,200 +2,337%
DFG
9
Delphi Financial Group
Delaware
$30.1M -$3.93M -355,000 -11%
Morgan Stanley
10
Morgan Stanley
New York
$25.2M +$1.73M +156,759 +7%
BG
11
BlackRock Group
United Kingdom
$20.4M +$2.84M +257,233 +16%
Invesco
12
Invesco
Georgia
$16.9M +$3.63M +327,834 +26%
Citadel Advisors
13
Citadel Advisors
Florida
$16.2M +$2.67M +241,034 +19%
TNBTD
14
Trustmark National Bank Trust Department
Mississippi
$15.6M
TCIM
15
TIAA CREF Investment Management
New York
$15.1M +$489K +44,207 +3%
LP
16
LMR Partners
United Kingdom
$14.6M +$15M +1,356,017 New
AAM
17
Advisors Asset Management
Colorado
$13M +$3.25M +294,030 +32%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$12.4M -$11.2M -1,010,146 -47%
Deutsche Bank
19
Deutsche Bank
Germany
$12M +$27.6K +2,497 +0.2%
BIM
20
BlackRock Investment Management
Delaware
$11.5M -$367K -33,195 -3%
Vanguard Group
21
Vanguard Group
Pennsylvania
$11.1M -$34.6M -3,127,825 -75%
Bank of America
22
Bank of America
North Carolina
$10.5M +$5.46M +493,404 +103%
YMRC
23
Yorktown Management & Research Company
Virginia
$9.72M
Robeco Institutional Asset Management
24
Robeco Institutional Asset Management
Netherlands
$8.94M +$1.72M +155,441 +23%
TA
25
Teachers Advisors
New York
$7.84M +$620K +56,050 +8%

PSEC Hedge Fund Activity: Q1 2014 in Review

254 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Prospect Capital (PSEC) for Q1 2014, worth a combined $908M — down 8.6% from $993M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new PSEC positions and 25 closed out — a net gain of 24 holders — while 107 added to existing stakes and 70 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $36.7M. The largest seller was BlackRock Fund Advisors, cutting an estimated $84.2M.

  • 254 institutional investors held Prospect Capital (PSEC) as of Q1 2014, up from 235 in Q4 2013.
  • Funds reported $908M of Prospect Capital stock for Q1 2014, down 8.6% quarter-over-quarter.
  • 49 funds opened new Prospect Capital positions in Q1 2014 and 25 closed out, a net change of +24 holders.
  • The largest Prospect Capital buyer in Q1 2014 was Two Sigma Investments, an estimated $36.7M added.
  • The largest Prospect Capital seller in Q1 2014 was BlackRock Fund Advisors, an estimated $84.2M sold.

Based on aggregated 13F filings for Q1 2014.