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SLR Investment Corp

125 hedge funds and large institutions have $564M invested in SLR Investment Corp in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 26

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 32

1% more funds holding

Funds holding: 124125 (+1)

7% less capital invested

Capital invested by funds: $606M → $564M (-$42.6M)

21% less call options, than puts

Call options by funds: $30K | Put options by funds: $38K

Holders
125
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
3.59%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
33
Increased
46
Reduced
26
Closed
32
Calls
$30K
Puts
$38K
Net Calls
-$8K
Net Calls Change
+$184K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$127M +$6.68M +312,695 +6%
TIM
2
Thornburg Investment Management
New Mexico
$98.1M
Allianz Asset Management
3
Allianz Asset Management
Germany
$35.4M -$8.1M -379,187 -19%
U
4
UBS
Switzerland
$19.8M +$2.98M +139,402 +18%
AAM
5
Advisors Asset Management
Colorado
$16.5M -$4.47M -209,446 -21%
CHA
6
Cedar Hill Associates
Illinois
$14.9M +$21K +984 +0.1%
Citadel Advisors
7
Citadel Advisors
Florida
$13.8M +$3.28M +153,782 +31%
YMRC
8
Yorktown Management & Research Company
Virginia
$12M
Goldman Sachs
9
Goldman Sachs
New York
$11.9M -$2.6M -121,826 -18%
Morgan Stanley
10
Morgan Stanley
New York
$11.3M +$2.57M +120,395 +29%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$11M +$11M +516,510 New
PRCM
12
Pine River Capital Management
Minnesota
$10.2M +$1.51M +70,500 +17%
CIM
13
Confluence Investment Management
Missouri
$9.62M +$779K +36,486 +9%
Deutsche Bank
14
Deutsche Bank
Germany
$8.43M +$4.27M +199,689 +102%
Invesco
15
Invesco
Georgia
$8.05M +$1.16M +54,164 +17%
Millennium Management
16
Millennium Management
New York
$7.18M +$3.49M +163,357 +94%
VM
17
Varde Management
Minnesota
$7.07M +$7.09M +332,100 New
Northern Trust
18
Northern Trust
Illinois
$6.95M -$3.76M -175,816 -35%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$6.95M +$3.83M +179,400 +122%
RIM
20
Ranger International Management
Illinois
$6.88M -$84.4K -3,950 -1%
PI
21
Putnam Investments
Massachusetts
$6.17M +$43.2K +2,024 +0.7%
Two Sigma Investments
22
Two Sigma Investments
New York
$5.94M +$2.33M +109,134 +64%
CS
23
Credit Suisse
Switzerland
$5.65M +$2.39M +112,016 +73%
USAA
24
United Services Automobile Association
Texas
$5.47M +$616K +28,840 +13%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$4.96M

SLRC Hedge Fund Activity: Q2 2014 in Review

125 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in SLR Investment Corp (SLRC) for Q2 2014, worth a combined $564M — down 7% from $606M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SLRC positions and 32 closed out — a net gain of 1 holder — while 46 added to existing stakes and 26 trimmed.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $11M. The largest seller was BlackRock Fund Advisors, exiting entirely with an estimated $24.4M sold.

  • 125 institutional investors held SLR Investment Corp (SLRC) as of Q2 2014, up from 124 in Q1 2014.
  • Funds reported $564M of SLR Investment Corp stock for Q2 2014, down 7% quarter-over-quarter.
  • 33 funds opened new SLR Investment Corp positions in Q2 2014 and 32 closed out, a net change of +1 holder.
  • The largest SLR Investment Corp buyer in Q2 2014 was Acadian Asset Management, an estimated $11M added.
  • The largest SLR Investment Corp seller in Q2 2014 was BlackRock Fund Advisors, an estimated $24.4M sold.

Based on aggregated 13F filings for Q2 2014.