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RC

Ready Capital
RC

263 hedge funds and large institutions have $1.01B invested in Ready Capital in 2023 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 82 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $4.65M | Put options by funds: $2.67M

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

13% more capital invested

Capital invested by funds: $888M → $1.01B (+$118M)

5.96% more ownership

Funds ownership: 50.94% → 56.9% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0% less funds holding

Funds holding: 264 → 263 (-1)

9% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 90

Holders
263
Holders Change
-1
Holders Change %
-0.38%
% of All Funds
3.83%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
36
Increased
82
Reduced
90
Closed
31
Calls
$4.65M
Puts
$2.67M
Net Calls
+$1.98M
Net Calls Change
+$1.11M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$16.8M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$13.4M
3
BlackRock
BlackRock
New York
+$11.5M
4
Invesco
Invesco
Georgia
+$8.66M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$7.48M

Top Sellers

Rank Fund Capital Flow
1
MWM
Mission Wealth Management
California
-$4.2M
2
PA
Parallel Advisors
California
-$2.46M
3
SIA
Soltis Investment Advisors
Utah
-$2.05M
4
FFA
First Foundation Advisors
California
-$2.04M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
226
Hexagon Capital Partners
Arkansas
$10.8K – – –
NFSG
227
Newbridge Financial Services Group
Florida
$9.68K -$9.59K -944 -50%
JWA
228
JFS Wealth Advisors
Pennsylvania
$9.57K +$9.49K +934 New
LC
229
Lindbrook Capital
California
$9.28K -$254 -25 -3%
ME
230
McIlrath & Eck
Washington
$9.09K – – –
PP
231
PFS Partners
New Jersey
$7.96K – – –
CFGS
232
Concourse Financial Group Securities
Alabama
$7.91K – – –
PMFA
233
Plante Moran Financial Advisors
Michigan
$7.17K – – –
RTL
234
Red Tortoise LLC
Georgia
$6.91K – – –
SIS
235
Sound Income Strategies
Florida
$6.36K – – –
CMP
236
Coston McIsaac & Partners
Maine
$6K -$18.1K -1,777 -74%
FFA
237
Farther Finance Advisors
California
$5.37K +$4.83K +475 +969%
Simplex Trading
238
Simplex Trading
Illinois
$5K +$5.15K +507 New
AA
239
Ancora Advisors
Ohio
$4.98K – – –
IA
240
IFP Advisors
Florida
$4.97K – – –
Russell Investments Group
241
Russell Investments Group
United Kingdom
$4.8K -$966 -95 -17%
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$4.17K +$2.81K +276 +211%
NSIM
243
North Star Investment Management
Illinois
$3.63K – – –
BIA
244
Bell Investment Advisors
California
$3.36K -$894 -88 -21%
BHWM
245
Beaird Harris Wealth Management
Texas
$3.32K +$1.1K +108 +50%
FFA
246
Frazier Financial Advisors
Ohio
$3.08K +$3.05K +300 New
GI
247
GAMMA Investing
California
$2.9K +$3.15K +310 New
CMBA
248
C.M. Bidwell & Associates
Hawaii
$2.39K +$335 +33 +17%
GWS
249
Glassman Wealth Services
Virginia
$2.25K – – –
C
250
Covestor
United Kingdom
$2K +$620 +61 +65%
8 9
10
11 12

RC Hedge Fund Activity: Q4 2023 in Review

263 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ready Capital (RC) for Q4 2023, worth a combined $1.01B — up 13% from $888M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new RC positions and 31 closed out — a net gain of 5 holders — while 82 added to existing stakes and 90 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.8M. The largest seller was Mission Wealth Management, cutting an estimated $4.2M.

  • 263 institutional investors held Ready Capital (RC) as of Q4 2023, down from 264 in Q3 2023.
  • Funds reported $1.01B of Ready Capital stock for Q4 2023, up 13% quarter-over-quarter.
  • 36 funds opened new Ready Capital positions in Q4 2023 and 31 closed out, a net change of +5 holders.
  • The largest Ready Capital buyer in Q4 2023 was Morgan Stanley, an estimated $16.8M added.
  • The largest Ready Capital seller in Q4 2023 was Mission Wealth Management, an estimated $4.2M sold.

Based on aggregated 13F filings for Q4 2023.