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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
TSS
176
Two Sigma Securities
New York
$174K +$173K +17,009 New
SHJ
177
Sharkey, Howes & Javer
Colorado
$166K – – –
AIP
178
Ameritas Investment Partners
Nebraska
$163K – – –
HHRDM
179
H&H Retirement Design & Management
Nevada
$161K +$6.02K +592 +3%
TIA
180
Traphagen Investment Advisors
New Jersey
$160K +$305 +30 +0.2%
HVIA
181
Hudson Valley Investment Advisors
New York
$159K – – –
FLPIM
182
F.L. Putnam Investment Management
Massachusetts
$159K – – –
KA
183
Kovack Advisors
Florida
$154K +$153K +15,009 New
BBW
184
Blue Barn Wealth
Utah
$153K +$2.73K +269 +2%
NG
185
Norden Group
Utah
$150K +$661 +65 +0.4%
BWCS
186
Beirne Wealth Consulting Services
Connecticut
$148K +$143K +14,060 New
VPIM
187
Vanguard Personalized Indexing Management
California
$141K +$22.8K +2,248 +19%
BJL
188
Brighton Jones LLC
Washington
$141K -$68.8K -6,766 -33%
WAM
189
Wolverine Asset Management
Illinois
$137K +$28.4K +2,795 +26%
SBIA
190
Sheaff Brock Investment Advisors
Indiana
$134K +$133K +13,073 New
QCG
191
Quadrant Capital Group
Ohio
$124K -$7.2K -708 -6%
OA
192
Oracle Alpha
Ontario, Canada
$124K +$123K +12,115 New
BRWA
193
B. Riley Wealth Advisors
Florida
$121K -$14.8K -1,455 -11%
TWP
194
Tyche Wealth Partners
Texas
$119K +$118K +11,588 New
SG Americas Securities
195
SG Americas Securities
New York
$114K -$401K -39,409 -78%
EGM
196
Engineers Gate Manager
New York
$112K +$111K +10,968 New
LCM
197
Landscape Capital Management
New Jersey
$112K +$111K +10,894 New
PA
198
Profund Advisors
Maryland
$112K +$111K +10,886 New
CF
199
Centaurus Financial
California
$111K +$110K +10,869 New
ACM
200
Anfield Capital Management
California
$104K – – –
6 7
8
9 10

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.