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Prospect Capital

207 hedge funds and large institutions have $306M invested in Prospect Capital in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 73 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $300M → $306M (+$6.56M)

0.14% more ownership

Funds ownership: 12.52%12.66% (+0.14%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less funds holding

Funds holding: 213207 (-6)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

26% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 73

90% less call options, than puts

Call options by funds: $1.8M | Put options by funds: $18.2M

Holders
207
Holders Change
-6
Holders Change %
-2.82%
% of All Funds
4.54%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
24
Increased
54
Reduced
73
Closed
30
Calls
$1.8M
Puts
$18.2M
Net Calls
-$16.4M
Net Calls Change
+$2.05M
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
1
LSV Asset Management
Illinois
$39.6M +$1.1M +166,396 +3%
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$26.4M +$15.8M +2,398,619 +149%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$22M +$2.93M +444,800 +15%
MC
4
Muzinich & Co
New York
$19M -$3.86M -585,996 -17%
UBS Group
5
UBS Group
Switzerland
$17.4M -$4.89M -741,684 -22%
VanEck Associates
6
VanEck Associates
New York
$14.2M +$418K +63,454 +3%
Legal & General Group
7
Legal & General Group
United Kingdom
$12.7M +$339K +51,370 +3%
BlackRock
8
BlackRock
New York
$10.8M +$50K +7,585 +0.5%
Morgan Stanley
9
Morgan Stanley
New York
$9.97M +$484K +73,379 +5%
Allianz Asset Management
10
Allianz Asset Management
Germany
$8.82M -$3.1M -469,654 -26%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$8.71M -$703K -106,678 -7%
SCM
12
Scopia Capital Management
New York
$7.15M +$7.16M +1,085,322 New
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$5.74M +$2.07M +313,200 +56%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.89M -$138K -20,904 -3%
VEA
15
Virtus ETF Advisers
New York
$4.87M +$405K +61,390 +9%
MCM
16
McKinley Capital Management
Alaska
$4.43M -$1.13M -171,639 -20%
Two Sigma Investments
17
Two Sigma Investments
New York
$4.33M -$146K -22,127 -3%
Deutsche Bank
18
Deutsche Bank
Germany
$3.6M +$561K +85,074 +18%
CP
19
Camelot Portfolios
Ohio
$3.01M -$1.24M -188,705 -29%
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$2.96M +$1.11M +168,593 +60%
LPL Financial
21
LPL Financial
California
$2.85M -$486K -73,742 -15%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$2.72M +$146K +22,155 +6%
NAM
23
Nissay Asset Management
Japan
$2.7M
Man Group
24
Man Group
United Kingdom
$2.45M +$2.08M +316,105 +563%
AG
25
Advisor Group
Arizona
$2.41M -$514K -77,908 -18%

PSEC Hedge Fund Activity: Q3 2019 in Review

207 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Prospect Capital (PSEC) for Q3 2019, worth a combined $306M — up 2.2% from $300M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of PSEC and 24 opened new positions — a net loss of 6 holders — while 73 trimmed existing stakes and 54 added.

The largest buyer was Arrowstreet Capital, adding an estimated $15.8M. The largest seller was UBS Group, cutting an estimated $4.89M.

  • 207 institutional investors held Prospect Capital (PSEC) as of Q3 2019, down from 213 in Q2 2019.
  • Funds reported $306M of Prospect Capital stock for Q3 2019, up 2.2% quarter-over-quarter.
  • 24 funds opened new Prospect Capital positions in Q3 2019 and 30 closed out, a net change of -6 holders.
  • The largest Prospect Capital buyer in Q3 2019 was Arrowstreet Capital, an estimated $15.8M added.
  • The largest Prospect Capital seller in Q3 2019 was UBS Group, an estimated $4.89M sold.

Based on aggregated 13F filings for Q3 2019.