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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
Truist Financial
26
Truist Financial
North Carolina
$6.81M -$481K -47,284 -7%
Creative Planning
27
Creative Planning
Kansas
$6.64M -$705K -69,343 -10%
N
28
Nuveen
North Carolina
$5.29M +$1.27M +125,036 +32%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$5.15M -$3.11K -306 -0.1%
Ameriprise
30
Ameriprise
Minnesota
$5.1M -$1.51M -148,215 -23%
Barclays
31
Barclays
United Kingdom
$4.93M +$1.82M +178,904 +59%
Goldman Sachs
32
Goldman Sachs
New York
$4.92M -$618K -60,816 -11%
Legal & General Group
33
Legal & General Group
United Kingdom
$4.5M -$36.2K -3,557 -0.8%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$4.4M +$269K +26,515 +7%
AFG
35
American Financial Group
Ohio
$3.96M – – –
AAM
36
Advisors Asset Management
Colorado
$3.92M -$136K -13,389 -3%
PIWA
37
Prevail Innovative Wealth Advisors
Kansas
$3.86M -$234K -23,072 -6%
FFA
38
First Foundation Advisors
California
$3.86M -$2.04M -200,414 -35%
Prudential Financial
39
Prudential Financial
New Jersey
$3.68M -$227K -22,380 -6%
IMPI
40
Ilmarinen Mutual Pension Insurance
Finland
$3.5M – – –
NFC
41
Northeast Financial Consultants
Connecticut
$3.45M -$102K -10,000 -3%
Public Sector Pension Investment Board (PSP Investments)
42
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.37M +$1.36M +133,321 +68%
Swiss National Bank
43
Swiss National Bank
Switzerland
$3.3M -$356K -35,000 -10%
AllianceBernstein
44
AllianceBernstein
Tennessee
$3.27M +$9.75K +959 +0.3%
CHAM
45
Clear Harbor Asset Management
Connecticut
$3.21M -$71.8K -7,060 -2%
SW
46
SVB Wealth
Massachusetts
$3.17M -$1.28M -125,666 -29%
Lido Advisors
47
Lido Advisors
California
$2.99M +$2.06M +203,060 +252%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$2.92M -$124K -12,217 -4%
CS
49
Credit Suisse
Switzerland
$2.85M +$1.26M +123,822 +80%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$2.46M +$2.44M +239,612 New
1
2
3 4 5

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.