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Prospect Capital

192 hedge funds and large institutions have $267M invested in Prospect Capital in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 56 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $211M → $267M (+$56.4M)

21% more call options, than puts

Call options by funds: $7.44M | Put options by funds: $6.13M

11% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 56

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.2% less ownership

Funds ownership: 10.24%9.04% (-1.2%)

4% less funds holding

Funds holding: 200192 (-8)

13% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 30

Holders
192
Holders Change
-8
Holders Change %
-4%
% of All Funds
3.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
62
Reduced
56
Closed
30
Calls
$7.44M
Puts
$6.13M
Net Calls
+$1.31M
Net Calls Change
+$4.46M
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
1
LSV Asset Management
Illinois
$49.1M -$4.41M -638,368 -9%
Legal & General Group
2
Legal & General Group
United Kingdom
$20.6M -$39.5K -5,721 -0.2%
VanEck Associates
3
VanEck Associates
New York
$19.3M +$624K +90,377 +4%
Invesco
4
Invesco
Georgia
$15.6M -$2.64M -382,412 -16%
BlackRock
5
BlackRock
New York
$12.5M -$79.6K -11,532 -0.7%
Morgan Stanley
6
Morgan Stanley
New York
$10.1M +$1.8M +261,005 +25%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$9.45M -$1.31M -189,138 -13%
MC
8
Muzinich & Co
New York
$9.35M -$1.53M -221,061 -15%
Sumitomo Mitsui Trust Group
9
Sumitomo Mitsui Trust Group
Japan
$9.35M -$1.53M -221,061 -15%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.64M -$39K -5,653 -0.6%
UBS Group
11
UBS Group
Switzerland
$6.25M +$358K +51,806 +7%
Osaic Holdings
12
Osaic Holdings
Arizona
$4.57M +$34.1K +4,942 +0.8%
LPL Financial
13
LPL Financial
California
$4.17M +$1M +145,449 +37%
MCM
14
McKinley Capital Management
Alaska
$4.15M -$164K -23,697 -4%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$3.74M -$802K -116,100 -19%
Citadel Advisors
16
Citadel Advisors
Florida
$3.68M +$813K +117,806 +33%
US Bancorp
17
US Bancorp
Minnesota
$3.25M
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$3.25M -$8.71M -1,260,646 -75%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$2.84M +$50.4K +7,305 +2%
IAIM
20
International Assets Investment Management
Florida
$2.8M +$1.7M +245,856 +100%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.59M -$222K -32,080 -9%
MIAN
22
Mariner Independent Advisor Network
Kansas
$2.56M +$243K +35,228 +12%
AAM
23
Advisors Asset Management
Colorado
$2.38M +$762K +110,326 +55%
RJA
24
Raymond James & Associates
Florida
$2.07M +$595K +86,164 +47%
Group One Trading
25
Group One Trading
Illinois
$2.06M +$1.06M +153,633 +133%

PSEC Hedge Fund Activity: Q1 2021 in Review

192 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Prospect Capital (PSEC) for Q1 2021, worth a combined $267M — up 27% from $211M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of PSEC and 26 opened new positions — a net loss of 4 holders — while 56 trimmed existing stakes and 62 added.

The largest buyer was Morgan Stanley, adding an estimated $1.8M. The largest seller was Arrowstreet Capital, cutting an estimated $8.71M.

  • 192 institutional investors held Prospect Capital (PSEC) as of Q1 2021, down from 200 in Q4 2020.
  • Funds reported $267M of Prospect Capital stock for Q1 2021, up 27% quarter-over-quarter.
  • 26 funds opened new Prospect Capital positions in Q1 2021 and 30 closed out, a net change of -4 holders.
  • The largest Prospect Capital buyer in Q1 2021 was Morgan Stanley, an estimated $1.8M added.
  • The largest Prospect Capital seller in Q1 2021 was Arrowstreet Capital, an estimated $8.71M sold.

Based on aggregated 13F filings for Q1 2021.