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Prospect Capital

219 hedge funds and large institutions have $428M invested in Prospect Capital in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 69 increasing their positions, 69 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

6% more funds holding

Funds holding: 206219 (+13)

0% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 69

1% less capital invested

Capital invested by funds: $434M → $428M (-$5.83M)

65% less call options, than puts

Call options by funds: $2.26M | Put options by funds: $6.55M

Holders
219
Holders Change
+13
Holders Change %
+6.31%
% of All Funds
5.84%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
53
Increased
69
Reduced
69
Closed
35
Calls
$2.26M
Puts
$6.55M
Net Calls
-$4.29M
Net Calls Change
+$8.2M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$55.3M +$61.7M +6,692,804 New
Deutsche Bank
2
Deutsche Bank
Germany
$24.2M +$19.9M +2,160,505 +279%
AAM
3
Advisors Asset Management
Colorado
$19.3M +$1.47M +159,555 +7%
Morgan Stanley
4
Morgan Stanley
New York
$14.4M -$4.2M -455,639 -21%
Invesco
5
Invesco
Georgia
$12.5M +$538K +58,290 +4%
BG
6
BlackRock Group
United Kingdom
$11.8M -$1.71M -185,465 -12%
PAM
7
PVG Asset Management
Colorado
$11.4M +$12.8M +1,385,659 New
Bank of America
8
Bank of America
North Carolina
$10.9M +$960K +104,105 +9%
Citadel Advisors
9
Citadel Advisors
Florida
$10.9M +$9.1M +986,807 +302%
MC
10
Muzinich & Co
New York
$10.5M +$11.7M +1,265,909 New
RCM
11
Rivernorth Capital Management
Florida
$9.06M +$9.78M +1,060,291 +2,850%
Millennium Management
12
Millennium Management
New York
$8.87M +$3.6M +390,716 +57%
TNBTD
13
Trustmark National Bank Trust Department
Mississippi
$8.76M
Wellington Management Group
14
Wellington Management Group
Massachusetts
$8.26M +$5.95M +645,221 +182%
AFG
15
American Financial Group
Ohio
$8.26M +$9.22M +1,000,000 New
TFMS
16
Trust & Fiduciary Management Services
Massachusetts
$7.79M -$186K -20,195 -2%
Two Sigma Investments
17
Two Sigma Investments
New York
$7.51M +$8.38M +908,783 New
Robeco Institutional Asset Management
18
Robeco Institutional Asset Management
Netherlands
$6.67M -$409K -44,359 -5%
CS
19
Credit Suisse
Switzerland
$6.52M +$4.32M +468,274 +146%
CNB
20
City National Bank
California
$6.38M -$39.9M -4,324,896 -85%
MSE
21
MUFG Securities EMEA
United Kingdom
$5.98M +$4.66M +505,391 +231%
LPL Financial
22
LPL Financial
California
$5.82M +$4.05M +439,608 +166%
BC
23
Barnett & Company
Tennessee
$5.07M +$412K +44,660 +8%
USAA
24
United Services Automobile Association
Texas
$4.99M
LSV Asset Management
25
LSV Asset Management
Illinois
$4.89M -$145K -15,700 -3%

PSEC Hedge Fund Activity: Q4 2014 in Review

219 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Prospect Capital (PSEC) for Q4 2014, worth a combined $428M — down 1.3% from $434M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new PSEC positions and 35 closed out — a net gain of 18 holders — while 69 added to existing stakes and 69 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $19.9M. The largest seller was City National Bank, cutting an estimated $39.9M.

  • 219 institutional investors held Prospect Capital (PSEC) as of Q4 2014, up from 206 in Q3 2014.
  • Funds reported $428M of Prospect Capital stock for Q4 2014, down 1.3% quarter-over-quarter.
  • 53 funds opened new Prospect Capital positions in Q4 2014 and 35 closed out, a net change of +18 holders.
  • The largest Prospect Capital buyer in Q4 2014 was Deutsche Bank, an estimated $19.9M added.
  • The largest Prospect Capital seller in Q4 2014 was City National Bank, an estimated $39.9M sold.

Based on aggregated 13F filings for Q4 2014.