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Prospect Capital

228 hedge funds and large institutions have $254M invested in Prospect Capital in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 14

163% more call options, than puts

Call options by funds: $7.56M | Put options by funds: $2.88M

36% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 55

18% more funds holding

Funds holding: 194228 (+34)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.86% less ownership

Funds ownership: 8.63%7.77% (-0.86%)

1% less capital invested

Capital invested by funds: $258M → $254M (-$3.15M)

Holders
228
Holders Change
+34
Holders Change %
+17.53%
% of All Funds
3.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
49
Increased
75
Reduced
55
Closed
14
Calls
$7.56M
Puts
$2.88M
Net Calls
+$4.68M
Net Calls Change
+$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
1
VanEck Associates
New York
$26.8M +$343K +40,723 +1%
BlackRock
2
BlackRock
New York
$21.7M +$1.75M +207,900 +9%
Legal & General Group
3
Legal & General Group
United Kingdom
$18.8M -$587K -69,770 -3%
LSV Asset Management
4
LSV Asset Management
Illinois
$16.3M -$2.39M -283,933 -13%
Two Sigma Advisers
5
Two Sigma Advisers
New York
$12.4M -$4.19M -498,000 -25%
Morgan Stanley
6
Morgan Stanley
New York
$11.9M +$425K +50,516 +4%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$7.81M -$1.32M -156,722 -14%
MC
8
Muzinich & Co
New York
$7.8M -$1.32M -156,722 -14%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.97M -$347K -41,234 -5%
UBS Group
10
UBS Group
Switzerland
$6.95M -$564K -67,019 -7%
LPL Financial
11
LPL Financial
California
$5.46M +$611K +72,635 +13%
AAM
12
Advisors Asset Management
Colorado
$5.2M +$863K +102,583 +20%
Allianz Asset Management
13
Allianz Asset Management
Germany
$4.93M -$173K -20,511 -3%
MCM
14
McKinley Capital Management
Alaska
$4.68M -$52.1K -6,185 -1%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.43M -$82.4K -9,796 -2%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$3.95M +$258K +30,651 +7%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$3.87M -$3.42M -406,846 -47%
Citadel Advisors
18
Citadel Advisors
Florida
$3.46M +$3.06M +363,998 +759%
US Bancorp
19
US Bancorp
Minnesota
$3.41M -$165K -19,575 -5%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.07M +$96.7K +11,488 +3%
HF
21
HRT Financial
New York
$3.01M +$3.02M +358,357 New
DnB Asset Management
22
DnB Asset Management
Norway
$2.77M +$557K +66,130 +25%
RJA
23
Raymond James & Associates
Florida
$2.44M -$185K -21,996 -7%
MIAN
24
Mariner Independent Advisor Network
Kansas
$2.16M -$681K -80,872 -24%
DADC
25
D.A. Davidson & Co
Montana
$2.12M +$61.2K +7,268 +3%

PSEC Hedge Fund Activity: Q4 2021 in Review

228 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Prospect Capital (PSEC) for Q4 2021, worth a combined $254M — down 1.2% from $258M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new PSEC positions and 14 closed out — a net gain of 35 holders — while 75 added to existing stakes and 55 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $3.06M. The largest seller was Invesco, cutting an estimated $18.5M.

  • 228 institutional investors held Prospect Capital (PSEC) as of Q4 2021, up from 194 in Q3 2021.
  • Funds reported $254M of Prospect Capital stock for Q4 2021, down 1.2% quarter-over-quarter.
  • 49 funds opened new Prospect Capital positions in Q4 2021 and 14 closed out, a net change of +35 holders.
  • The largest Prospect Capital buyer in Q4 2021 was Citadel Advisors, an estimated $3.06M added.
  • The largest Prospect Capital seller in Q4 2021 was Invesco, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2021.