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Prospect Capital

221 hedge funds and large institutions have $350M invested in Prospect Capital in 2019 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

20% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 64

14% more capital invested

Capital invested by funds: $306M → $350M (+$43.5M)

7% more funds holding

Funds holding: 207221 (+14)

2.14% more ownership

Funds ownership: 12.66%14.8% (+2.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

89% less call options, than puts

Call options by funds: $1.95M | Put options by funds: $17M

Holders
221
Holders Change
+14
Holders Change %
+6.76%
% of All Funds
4.35%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
39
Increased
77
Reduced
64
Closed
24
Calls
$1.95M
Puts
$17M
Net Calls
-$15.1M
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
1
LSV Asset Management
Illinois
$40.3M +$1.56M +238,986 +4%
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$36.3M +$10.6M +1,630,996 +41%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$23.2M +$1.72M +264,500 +8%
MC
4
Muzinich & Co
New York
$17.7M -$966K -148,279 -5%
UBS Group
5
UBS Group
Switzerland
$14M -$3M -460,164 -17%
Two Sigma Investments
6
Two Sigma Investments
New York
$12.8M +$8.63M +1,325,317 +202%
VanEck Associates
7
VanEck Associates
New York
$12.7M -$1.24M -190,729 -9%
Legal & General Group
8
Legal & General Group
United Kingdom
$12.5M +$98.4K +15,102 +0.8%
Man Group
9
Man Group
United Kingdom
$12.4M +$10.1M +1,546,971 +416%
Invesco
10
Invesco
Georgia
$11.8M +$9.87M +1,514,993 +480%
BlackRock
11
BlackRock
New York
$11M +$400K +61,399 +4%
IAA
12
Independent Advisor Alliance
North Carolina
$10.9M +$10.7M +1,645,231 +3,344%
SCM
13
Scopia Capital Management
New York
$6.5M -$498K -76,481 -7%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$5.7M -$2.84M -436,406 -33%
Morgan Stanley
15
Morgan Stanley
New York
$5.67M -$4.11M -631,147 -42%
VEA
16
Virtus ETF Advisers
New York
$5.5M +$743K +114,122 +15%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$5.45M +$2.58M +395,808 +88%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$5.27M -$341K -52,300 -6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$4.98M +$197K +30,259 +4%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$4.78M +$4.06M +623,200 +525%
MCM
21
McKinley Capital Management
Alaska
$4.32M -$9.68K -1,486 -0.2%
LPL Financial
22
LPL Financial
California
$3.7M +$927K +142,313 +33%
Allianz Asset Management
23
Allianz Asset Management
Germany
$3.42M -$5.26M -807,358 -60%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$3.15M +$500K +76,680 +19%
CP
25
Camelot Portfolios
Ohio
$2.95M +$4.65K +714 +0.2%

PSEC Hedge Fund Activity: Q4 2019 in Review

221 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Prospect Capital (PSEC) for Q4 2019, worth a combined $350M — up 14% from $306M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new PSEC positions and 24 closed out — a net gain of 15 holders — while 77 added to existing stakes and 64 trimmed.

The largest buyer was Independent Advisor Alliance, adding an estimated $10.7M. The largest seller was Allianz Asset Management, cutting an estimated $5.26M.

  • 221 institutional investors held Prospect Capital (PSEC) as of Q4 2019, up from 207 in Q3 2019.
  • Funds reported $350M of Prospect Capital stock for Q4 2019, up 14% quarter-over-quarter.
  • 39 funds opened new Prospect Capital positions in Q4 2019 and 24 closed out, a net change of +15 holders.
  • The largest Prospect Capital buyer in Q4 2019 was Independent Advisor Alliance, an estimated $10.7M added.
  • The largest Prospect Capital seller in Q4 2019 was Allianz Asset Management, an estimated $5.26M sold.

Based on aggregated 13F filings for Q4 2019.