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Prospect Capital

234 hedge funds and large institutions have $226M invested in Prospect Capital in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 93 increasing their positions, 55 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 55

0.49% more ownership

Funds ownership: 7.62%8.11% (+0.49%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $229M → $226M (-$2.59M)

6% less funds holding

Funds holding: 250234 (-16)

41% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 37

65% less call options, than puts

Call options by funds: $8.72M | Put options by funds: $24.8M

Holders
234
Holders Change
-16
Holders Change %
-6.4%
% of All Funds
3.67%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
93
Reduced
55
Closed
37
Calls
$8.72M
Puts
$24.8M
Net Calls
-$16.1M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
YDMI
1
Y.D. More Investments
Israel
$31.8M
VanEck Associates
2
VanEck Associates
New York
$28M +$5.04M +783,914 +21%
Legal & General Group
3
Legal & General Group
United Kingdom
$18.3M +$1.42M +220,975 +8%
Morgan Stanley
4
Morgan Stanley
New York
$10.9M +$647K +100,590 +6%
LSV Asset Management
5
LSV Asset Management
Illinois
$10.6M -$348K -54,048 -3%
BlackRock
6
BlackRock
New York
$10.1M -$624K -97,027 -6%
XF
7
XML Financial
Maryland
$8.2M +$249K +38,729 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$5.65M +$82.4K +12,816 +1%
LPL Financial
9
LPL Financial
California
$5.33M -$613K -95,316 -10%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$4.65M +$226K +35,183 +5%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.96M +$126K +19,587 +3%
PWS
12
Paragon Wealth Strategies
Florida
$3.65M +$3.78M +588,460 New
AAM
13
Advisors Asset Management
Colorado
$3.56M -$582K -90,575 -14%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$3.47M -$132K -20,565 -4%
MC
15
Muzinich & Co
New York
$3.36M -$94.2K -14,641 -3%
Sumitomo Mitsui Trust Group
16
Sumitomo Mitsui Trust Group
Japan
$3.36M -$94.2K -14,641 -3%
MCM
17
McKinley Capital Management
Alaska
$2.79M -$31.6K -4,910 -1%
Northern Trust
18
Northern Trust
Illinois
$2.57M +$458K +71,288 +21%
RJA
19
Raymond James & Associates
Florida
$2.48M -$196K -30,545 -7%
UBS Group
20
UBS Group
Switzerland
$2.3M -$142K -22,010 -6%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$2.25M +$2.24M +347,633 +2,206%
Group One Trading
22
Group One Trading
Illinois
$2.25M +$471K +73,315 +25%
CSS
23
Cubist Systematic Strategies
Connecticut
$1.97M +$2.05M +318,384 New
US Bancorp
24
US Bancorp
Minnesota
$1.82M -$6.62K -1,029 -0.3%
Canada Life
25
Canada Life
Manitoba, Canada
$1.71M +$105K +16,265 +6%

PSEC Hedge Fund Activity: Q2 2023 in Review

234 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Prospect Capital (PSEC) for Q2 2023, worth a combined $226M — down 1.1% from $229M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of PSEC and 22 opened new positions — a net loss of 15 holders — while 55 trimmed existing stakes and 93 added.

The largest buyer was VanEck Associates, adding an estimated $5.04M. The largest seller was SONA Asset Management (US), exiting entirely with an estimated $1.11M sold.

  • 234 institutional investors held Prospect Capital (PSEC) as of Q2 2023, down from 250 in Q1 2023.
  • Funds reported $226M of Prospect Capital stock for Q2 2023, down 1.1% quarter-over-quarter.
  • 22 funds opened new Prospect Capital positions in Q2 2023 and 37 closed out, a net change of -15 holders.
  • The largest Prospect Capital buyer in Q2 2023 was VanEck Associates, an estimated $5.04M added.
  • The largest Prospect Capital seller in Q2 2023 was SONA Asset Management (US), an estimated $1.11M sold.

Based on aggregated 13F filings for Q2 2023.