We are live on ! Find out more
PSEC icon

Prospect Capital

216 hedge funds and large institutions have $338M invested in Prospect Capital in 2016 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 69 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

9% more capital invested

Capital invested by funds: $311M → $338M (+$26.8M)

6% more funds holding

Funds holding: 204216 (+12)

10% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 63

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

94% less call options, than puts

Call options by funds: $3.66M | Put options by funds: $60.6M

Holders
216
Holders Change
+12
Holders Change %
+5.88%
% of All Funds
5.76%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
35
Increased
69
Reduced
63
Closed
18
Calls
$3.66M
Puts
$60.6M
Net Calls
-$56.9M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$35.5M +$1.88M +227,300 +5%
MC
2
Muzinich & Co
New York
$26M +$7.6M +921,221 +40%
Morgan Stanley
3
Morgan Stanley
New York
$21M -$5.58M -675,998 -21%
JMPWA
4
JP Morgan Private Wealth Advisors
California
$15.3M +$1.17M +141,201 +8%
BG
5
BlackRock Group
United Kingdom
$13.4M -$1.06M -128,275 -7%
LSV Asset Management
6
LSV Asset Management
Illinois
$10.4M
VanEck Associates
7
VanEck Associates
New York
$9.89M +$1.09M +131,819 +12%
Deutsche Bank
8
Deutsche Bank
Germany
$8.21M +$2.75M +333,456 +49%
Barclays
9
Barclays
United Kingdom
$8.1M -$191K -23,122 -2%
AFG
10
American Financial Group
Ohio
$8.1M
UBS Group
11
UBS Group
Switzerland
$6.75M -$2.17M -263,054 -24%
Legal & General Group
12
Legal & General Group
United Kingdom
$6.44M +$763K +92,410 +13%
AAM
13
Advisors Asset Management
Colorado
$6.14M -$3.44M -417,061 -35%
USAA
14
United Services Automobile Association
Texas
$5.46M
Invesco
15
Invesco
Georgia
$5.39M -$985K -119,375 -15%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.04M +$1.07M +129,985 +26%
CP
17
Camelot Portfolios
Ohio
$4.58M +$199K +24,168 +4%
BCM
18
Beck Capital Management
Texas
$4.4M +$353K +42,770 +9%
Bank of Nova Scotia
19
Bank of Nova Scotia
Ontario, Canada
$4.25M +$4.33M +525,000 New
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$4.13M +$494K +59,830 +13%
MCM
21
McKinley Capital Management
Alaska
$4.09M +$1.45M +175,682 +53%
BC
22
Barnett & Company
Tennessee
$4.07M -$14.9K -1,800 -0.4%
TNBTD
23
Trustmark National Bank Trust Department
Mississippi
$3.92M -$997K -120,855 -20%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.85M -$644K -78,057 -14%
Two Sigma Investments
25
Two Sigma Investments
New York
$3.78M +$3.73M +452,496 +3,174%

PSEC Hedge Fund Activity: Q3 2016 in Review

216 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Prospect Capital (PSEC) for Q3 2016, worth a combined $338M — up 8.6% from $311M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PSEC positions and 18 closed out — a net gain of 17 holders — while 69 added to existing stakes and 63 trimmed.

The largest buyer was Muzinich & Co, adding an estimated $7.6M. The largest seller was Morgan Stanley, cutting an estimated $5.58M.

  • 216 institutional investors held Prospect Capital (PSEC) as of Q3 2016, up from 204 in Q2 2016.
  • Funds reported $338M of Prospect Capital stock for Q3 2016, up 8.6% quarter-over-quarter.
  • 35 funds opened new Prospect Capital positions in Q3 2016 and 18 closed out, a net change of +17 holders.
  • The largest Prospect Capital buyer in Q3 2016 was Muzinich & Co, an estimated $7.6M added.
  • The largest Prospect Capital seller in Q3 2016 was Morgan Stanley, an estimated $5.58M sold.

Based on aggregated 13F filings for Q3 2016.