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SLR Investment Corp

124 hedge funds and large institutions have $606M invested in SLR Investment Corp in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $637M → $606M (-$30.5M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 126124 (-2)

85% less call options, than puts

Call options by funds: $33K | Put options by funds: $225K

Holders
124
Holders Change
-2
Holders Change %
-1.59%
% of All Funds
3.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
14
Increased
47
Reduced
33
Closed
15
Calls
$33K
Puts
$225K
Net Calls
-$192K
Net Calls Change
+$119K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$68K
FMT
102
First Mercantile Trust
Tennessee
$58K -$779 -35 -1%
TRCT
103
Tower Research Capital (TRC)
New York
$53K +$22.8K +1,024 +74%
EWM
104
Edge Wealth Management
New York
$44K
FCCM
105
First City Capital Management
Georgia
$39.5K +$40.4K +1,814 New
Barclays
106
Barclays
United Kingdom
$39K -$11.1K -497 -21%
MAA
107
Managed Account Advisors
New Jersey
$39K +$8.55K +384 +27%
Teacher Retirement System of Texas
108
Teacher Retirement System of Texas
Texas
$36K -$1.09K -49 -3%
BRWM
109
B. Riley Wealth Management
Tennessee
$33K +$33.4K +1,500 New
BlackRock
110
BlackRock
New York
$32K +$111 +5 +0.3%
Canada Life
111
Canada Life
Manitoba, Canada
$30K
Ameriprise
112
Ameriprise
Minnesota
$26K +$17.1K +770 +193%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$25K +$3.34K +150 +15%
US Bancorp
114
US Bancorp
Minnesota
$23K +$579 +26 +3%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$22K
First Manhattan
116
First Manhattan
New York
$21K
FMII
117
Farmers & Merchants Investments Inc
Nebraska
$15K
PAM
118
Panagora Asset Management
Massachusetts
$13K
NES
119
New England Securities
New York
$11K
Group One Trading
120
Group One Trading
Illinois
$6K
MFS
121
MSI Financial Services
Massachusetts
$4K
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$1K -$1.4K -63 -52%
LFR
123
Lehman Financial Resources
Pennsylvania
$1K
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$761 +$41.4K +1,861 +6%
EAM
125
Eagle Asset Management
Florida
-$1.89M -82,190 Closed

SLRC Hedge Fund Activity: Q1 2014 in Review

124 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in SLR Investment Corp (SLRC) for Q1 2014, worth a combined $606M — down 4.8% from $637M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SLRC and 14 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 47 added.

The largest buyer was Wellington Management Group, adding an estimated $21.3M. The largest seller was Allianz Asset Management, cutting an estimated $16.6M.

  • 124 institutional investors held SLR Investment Corp (SLRC) as of Q1 2014, down from 126 in Q4 2013.
  • Funds reported $606M of SLR Investment Corp stock for Q1 2014, down 4.8% quarter-over-quarter.
  • 14 funds opened new SLR Investment Corp positions in Q1 2014 and 15 closed out, a net change of -1 holder.
  • The largest SLR Investment Corp buyer in Q1 2014 was Wellington Management Group, an estimated $21.3M added.
  • The largest SLR Investment Corp seller in Q1 2014 was Allianz Asset Management, an estimated $16.6M sold.

Based on aggregated 13F filings for Q1 2014.