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Prospect Capital

222 hedge funds and large institutions have $457M invested in Prospect Capital in 2015 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 87 increasing their positions, 59 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 59

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

7% more capital invested

Capital invested by funds: $428M → $457M (+$29.1M)

1% more funds holding

Funds holding: 219222 (+3)

60% less call options, than puts

Call options by funds: $3.62M | Put options by funds: $8.97M

Holders
222
Holders Change
+3
Holders Change %
+1.37%
% of All Funds
5.92%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
33
Increased
87
Reduced
59
Closed
29
Calls
$3.62M
Puts
$8.97M
Net Calls
-$5.36M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$67.5M +$11.1M +1,294,200 +19%
Deutsche Bank
2
Deutsche Bank
Germany
$21.8M -$2.99M -349,494 -12%
Morgan Stanley
3
Morgan Stanley
New York
$20.8M +$6.06M +708,971 +41%
AAM
4
Advisors Asset Management
Colorado
$19.3M -$377K -44,192 -2%
BG
5
BlackRock Group
United Kingdom
$16M +$4.02M +470,865 +33%
MC
6
Muzinich & Co
New York
$15M +$4.38M +512,283 +40%
LPL Financial
7
LPL Financial
California
$14.7M +$8.98M +1,051,026 +149%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$9.46M +$1.01M +118,608 +12%
PAM
9
PVG Asset Management
Colorado
$9.32M -$2.41M -282,130 -20%
TNBTD
10
Trustmark National Bank Trust Department
Mississippi
$8.96M
MSE
11
MUFG Securities EMEA
United Kingdom
$8.86M +$2.78M +325,100 +45%
MUSU
12
Mitsubishi UFJ Securities (USA)
New York
$8.86M +$8.96M +1,048,806 New
Invesco
13
Invesco
Georgia
$8.7M -$4.15M -486,109 -32%
SC
14
Selz Capital
New York
$8.51M +$7.88M +922,000 +1,085%
AFG
15
American Financial Group
Ohio
$8.45M
YMRC
16
Yorktown Management & Research Company
Virginia
$7.99M +$8.07M +945,000 New
TFMS
17
Trust & Fiduciary Management Services
Massachusetts
$7.92M -$47.7K -5,586 -0.6%
Bank of America
18
Bank of America
North Carolina
$7.27M -$3.91M -457,943 -35%
Robeco Institutional Asset Management
19
Robeco Institutional Asset Management
Netherlands
$6.82M
CS
20
Credit Suisse
Switzerland
$6.09M -$585K -68,524 -9%
VanEck Associates
21
VanEck Associates
New York
$5.82M +$949K +111,129 +19%
BC
22
Barnett & Company
Tennessee
$5.23M +$48.7K +5,700 +0.9%
USAA
23
United Services Automobile Association
Texas
$5.1M
MGAM
24
McGowan Group Asset Management
Texas
$5M +$347K +40,599 +7%
Citadel Advisors
25
Citadel Advisors
Florida
$4.93M -$6.24M -730,113 -56%

PSEC Hedge Fund Activity: Q1 2015 in Review

222 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Prospect Capital (PSEC) for Q1 2015, worth a combined $457M — up 6.8% from $428M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PSEC positions and 29 closed out — a net gain of 4 holders — while 87 added to existing stakes and 59 trimmed.

The largest buyer was UBS Group, adding an estimated $11.1M. The largest seller was Millennium Management, cutting an estimated $9.06M.

  • 222 institutional investors held Prospect Capital (PSEC) as of Q1 2015, up from 219 in Q4 2014.
  • Funds reported $457M of Prospect Capital stock for Q1 2015, up 6.8% quarter-over-quarter.
  • 33 funds opened new Prospect Capital positions in Q1 2015 and 29 closed out, a net change of +4 holders.
  • The largest Prospect Capital buyer in Q1 2015 was UBS Group, an estimated $11.1M added.
  • The largest Prospect Capital seller in Q1 2015 was Millennium Management, an estimated $9.06M sold.

Based on aggregated 13F filings for Q1 2015.