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SLR Investment Corp

102 hedge funds and large institutions have $458M invested in SLR Investment Corp in 2015 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

555% more call options, than puts

Call options by funds: $72K | Put options by funds: $11K

5% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 37

2% less funds holding

Funds holding: 104102 (-2)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

15% less capital invested

Capital invested by funds: $536M → $458M (-$78.5M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
102
Holders Change
-2
Holders Change %
-1.92%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
15
Increased
35
Reduced
37
Closed
17
Calls
$72K
Puts
$11K
Net Calls
+$61K
Net Calls Change
+$61K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$107M +$838K +43,250 +0.7%
TIM
2
Thornburg Investment Management
New Mexico
$83M +$110K +5,689 +0.1%
UBS Group
3
UBS Group
Switzerland
$28.3M +$4.17M +215,036 +16%
Morgan Stanley
4
Morgan Stanley
New York
$27.7M +$14.3M +738,448 +92%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$20.2M -$9.74M -502,948 -31%
NI
6
Numeric Investors
Massachusetts
$10.5M -$2.79M -143,870 -20%
Allianz Asset Management
7
Allianz Asset Management
Germany
$9.88M -$5.96M -307,840 -36%
YMRC
8
Yorktown Management & Research Company
Virginia
$9.28M -$969K -50,000 -9%
WFI
9
West Family Investments
California
$8.26M +$2.67M +138,000 +43%
CGC
10
Cloud Gate Capital
Illinois
$8.24M +$718K +37,045 +9%
CIM
11
Confluence Investment Management
Missouri
$7.68M -$998K -51,523 -11%
JP Morgan Chase
12
JP Morgan Chase
New York
$6.69M +$1.63M +83,940 +29%
MC
13
Muzinich & Co
New York
$6.59M +$1.9M +97,903 +37%
PI
14
Putnam Investments
Massachusetts
$6.3M -$1.6M -82,465 -19%
PAM
15
PVG Asset Management
Colorado
$6.16M +$5.93M +306,224 +845%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$6.11M
CCP
17
Clough Capital Partners
Massachusetts
$6.06M -$279K -14,400 -4%
PC
18
Polar Capital
United Kingdom
$5.67M
USAA
19
United Services Automobile Association
Texas
$5.27M +$75.6K +3,900 +1%
Deutsche Bank
20
Deutsche Bank
Germany
$4.71M -$3.68M -190,104 -42%
Invesco
21
Invesco
Georgia
$4.45M -$522K -26,948 -10%
PAIM
22
Punch & Associates Investment Management
Minnesota
$4.13M +$389K +20,062 +10%
Citadel Advisors
23
Citadel Advisors
Florida
$3.83M -$7.45M -384,554 -64%
Millennium Management
24
Millennium Management
New York
$3.57M +$285K +14,731 +8%
GC
25
Guggenheim Capital
Illinois
$3.55M +$27.7K +1,432 +0.7%

SLRC Hedge Fund Activity: Q2 2015 in Review

102 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in SLR Investment Corp (SLRC) for Q2 2015, worth a combined $458M — down 15% from $536M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SLRC and 15 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 35 added.

The largest buyer was Morgan Stanley, adding an estimated $14.3M. The largest seller was Acadian Asset Management, cutting an estimated $9.74M.

  • 102 institutional investors held SLR Investment Corp (SLRC) as of Q2 2015, down from 104 in Q1 2015.
  • Funds reported $458M of SLR Investment Corp stock for Q2 2015, down 15% quarter-over-quarter.
  • 15 funds opened new SLR Investment Corp positions in Q2 2015 and 17 closed out, a net change of -2 holders.
  • The largest SLR Investment Corp buyer in Q2 2015 was Morgan Stanley, an estimated $14.3M added.
  • The largest SLR Investment Corp seller in Q2 2015 was Acadian Asset Management, an estimated $9.74M sold.

Based on aggregated 13F filings for Q2 2015.