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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
GWM
251
Geneos Wealth Management
Colorado
$1.83K – – –
FMII
252
Farmers & Merchants Investments Inc
Nebraska
$1.28K – – –
CCM
253
Chilton Capital Management
Texas
$1.21K – – –
SA
254
Scarborough Advisors
Maryland
$1.02K +$1.02K +100 New
PFBT
255
Parkside Financial Bank & Trust
Missouri
$677 -$1.44K -142 -68%
AIC
256
Archer Investment Corporation
Indiana
$532 +$20 +2 +4%
PWMG
257
Private Wealth Management Group
New Jersey
$462 +$457 +45 New
TH
258
TCTC Holdings
Texas
$308 – – –
NA
259
NewEdge Advisors
Louisiana
$82 +$81 +8 New
CAS
260
Coppell Advisory Solutions
Texas
$72 +$71 +7 New
HNB
261
Huntington National Bank
Ohio
$10 – – –
HF
262
HRT Financial
New York
– -$1.09M -108,228 Closed
MML Investors Services
263
MML Investors Services
Massachusetts
– -$712K -70,390 Closed
BFO
264
Biltmore Family Office
North Carolina
– -$601K -57,388 Closed
IC
265
IEQ Capital
California
– -$229K -22,677 Closed
Natixis Advisors
266
Natixis Advisors
Massachusetts
– -$209K -20,689 Closed
SCM
267
Stevens Capital Management
Pennsylvania
– -$208K -20,580 Closed
SM
268
Sciencast Management
New Jersey
– -$192K -19,002 Closed
ECM
269
ExodusPoint Capital Management
New York
– -$187K -18,454 Closed
LAS
270
Lloyd Advisory Services
Georgia
– -$148K -14,614 Closed
Teacher Retirement System of Texas
271
Teacher Retirement System of Texas
Texas
– -$141K -13,976 Closed
JFG
272
Jefferies Financial Group
New York
– -$138K -13,630 Closed
Group One Trading
273
Group One Trading
Illinois
– -$138K -13,608 Closed
PWG
274
Portside Wealth Group
Utah
– -$126K -12,423 Closed
IAN
275
Integrated Advisors Network
Texas
– -$124K -12,237 Closed
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.