Saratoga Investment
SAR
26 hedge funds and large institutions have $29M invested in Saratoga Investment in 2018 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
33% more capital invested
Capital invested by funds: $21.8M → $29M (+$7.16M)
18% more funds holding
Funds holding: 22 → 26 (+4)
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
0.27% more ownership
Funds ownership: 16.76% → 17.03% (+0.27%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWW
Alan W. Weber
|
+$385K |
| 2 |
BDCM
Black Diamond Capital Management
Stamford,
Connecticut
|
+$365K |
| 3 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$185K |
| 4 |
JP Morgan Chase
New York
|
+$78.7K |
| 5 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
+$68.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$241K |
| 2 |
Millennium Management
New York
|
-$227K |
| 3 |
NFA
Nuveen Fund Advisors
Chicago,
Illinois
|
-$188K |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$181K |
| 5 |
Morgan Stanley
New York
|
-$36.6K |
SAR Hedge Fund Activity: Q2 2018 in Review
26 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Saratoga Investment (SAR) for Q2 2018, worth a combined $29M — up 33% from $21.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SAR positions and 2 closed out — a net gain of 4 holders — while 7 added to existing stakes and 6 trimmed.
The largest buyer was Alan W. Weber, opening a new position worth an estimated $385K. The largest seller was Belpointe Asset Management, cutting an estimated $241K.
- 26 institutional investors held Saratoga Investment (SAR) as of Q2 2018, up from 22 in Q1 2018.
- Funds reported $29M of Saratoga Investment stock for Q2 2018, up 33% quarter-over-quarter.
- 6 funds opened new Saratoga Investment positions in Q2 2018 and 2 closed out, a net change of +4 holders.
- The largest Saratoga Investment buyer in Q2 2018 was Alan W. Weber, an estimated $385K added.
- The largest Saratoga Investment seller in Q2 2018 was Belpointe Asset Management, an estimated $241K sold.
Based on aggregated 13F filings for Q2 2018.