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Prospect Capital

221 hedge funds and large institutions have $347M invested in Prospect Capital in 2017 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 53 increasing their positions, 86 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

34% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 35

5% more funds holding

Funds holding: 210221 (+11)

1.4% less ownership

Funds ownership: 15.71%14.31% (-1.4%)

9% less capital invested

Capital invested by funds: $380M → $347M (-$32.8M)

38% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 86

58% less call options, than puts

Call options by funds: $22.1M | Put options by funds: $52.5M

Holders
221
Holders Change
+11
Holders Change %
+5.24%
% of All Funds
5.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
47
Increased
53
Reduced
86
Closed
35
Calls
$22.1M
Puts
$52.5M
Net Calls
-$30.3M
Net Calls Change
+$2.04M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
1
Muzinich & Co
New York
$51.3M -$11.1M -1,707,109 -18%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$16.4M -$24.1M -3,699,000 -60%
VanEck Associates
3
VanEck Associates
New York
$16M -$223K -34,228 -1%
Invesco
4
Invesco
Georgia
$14.8M -$1.27M -194,150 -8%
BlackRock
5
BlackRock
New York
$14.3M +$1M +153,813 +8%
Morgan Stanley
6
Morgan Stanley
New York
$14M -$5.97M -915,017 -31%
LSV Asset Management
7
LSV Asset Management
Illinois
$13M +$1.42M +217,900 +13%
Two Sigma Investments
8
Two Sigma Investments
New York
$11.2M +$10.5M +1,609,964 +3,302%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$10.8M -$439K -67,267 -4%
AP
10
AHL Partners
United Kingdom
$10.3M +$8.54M +1,309,280 +584%
UBS Group
11
UBS Group
Switzerland
$8.9M -$7.05M -1,080,758 -45%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$7.78M +$1.97M +301,574 +35%
Legal & General Group
13
Legal & General Group
United Kingdom
$7.6M +$510K +78,277 +7%
Allianz Asset Management
14
Allianz Asset Management
Germany
$6.54M +$3.92M +600,833 +162%
Deutsche Bank
15
Deutsche Bank
Germany
$6.5M +$1.07M +164,404 +21%
AAM
16
Advisors Asset Management
Colorado
$6.12M -$343K -52,569 -5%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$6.11M +$726K +111,305 +14%
MCM
18
McKinley Capital Management
Alaska
$5.16M +$888K +136,232 +22%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$5.14M -$298K -45,700 -6%
CP
20
Camelot Portfolios
Ohio
$4.66M -$48.2K -7,392 -1%
QOP
21
Quinn Opportunity Partners
Virginia
$4.51M +$4.36M +668,900 New
GC
22
Guggenheim Capital
Illinois
$4.14M +$172K +26,337 +4%
COPPSERS
23
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.04M +$3.91M +600,000 New
USAA
24
United Services Automobile Association
Texas
$3.6M
Millennium Management
25
Millennium Management
New York
$3.57M +$3.45M +529,137 New

PSEC Hedge Fund Activity: Q4 2017 in Review

221 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Prospect Capital (PSEC) for Q4 2017, worth a combined $347M — down 8.6% from $380M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new PSEC positions and 35 closed out — a net gain of 12 holders — while 53 added to existing stakes and 86 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $10.5M. The largest seller was Bank of Montreal, cutting an estimated $24.1M.

  • 221 institutional investors held Prospect Capital (PSEC) as of Q4 2017, up from 210 in Q3 2017.
  • Funds reported $347M of Prospect Capital stock for Q4 2017, down 8.6% quarter-over-quarter.
  • 47 funds opened new Prospect Capital positions in Q4 2017 and 35 closed out, a net change of +12 holders.
  • The largest Prospect Capital buyer in Q4 2017 was Two Sigma Investments, an estimated $10.5M added.
  • The largest Prospect Capital seller in Q4 2017 was Bank of Montreal, an estimated $24.1M sold.

Based on aggregated 13F filings for Q4 2017.