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SPMC

Sound Point Meridian Capital

14 hedge funds and large institutions have $33.8M invested in Sound Point Meridian Capital in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

17% more funds holding

Funds holding: 1214 (+2)

1% more capital invested

Capital invested by funds: $33.5M → $33.8M (+$382K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.37% less ownership

Funds ownership: 8.46%8.09% (-0.37%)

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

Holders
14
Holders Change
+2
Holders Change %
+16.67%
% of All Funds
0.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
2
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$10.4M
Goldman Sachs
2
Goldman Sachs
New York
$10.4M
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$6.99M -$1.74M -87,155 -21%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.81M -$404K -20,161 -13%
CL
5
Choreo LLC
Illinois
$878K -$16.7K -832 -2%
BSG
6
Black Swift Group
Colorado
$470K
RPCA
7
Running Point Capital Advisors
California
$464K +$444K +22,194 New
Marshall Wace
8
Marshall Wace
United Kingdom
$371K +$355K +17,747 New
OC
9
Oppenheimer & Co
New York
$333K +$42.9K +2,145 +16%
Morgan Stanley
10
Morgan Stanley
New York
$307K +$154K +7,683 +110%
Citadel Advisors
11
Citadel Advisors
Florida
$274K +$262K +13,095 New
UBS Group
12
UBS Group
Switzerland
$48.2K -$33.7K -1,684 -42%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$5K -$1.24K -62 -20%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.75K -$12.3K -616 -88%
RCM
15
Rivernorth Capital Management
Florida
-$511K -25,832 Closed

SPMC Hedge Fund Activity: Q4 2024 in Review

14 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Sound Point Meridian Capital (SPMC) for Q4 2024, worth a combined $33.8M — up 1.1% from $33.5M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new SPMC positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 6 trimmed.

The largest buyer was Running Point Capital Advisors, opening a new position worth an estimated $444K. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $1.74M.

  • 14 institutional investors held Sound Point Meridian Capital (SPMC) as of Q4 2024, up from 12 in Q3 2024.
  • Funds reported $33.8M of Sound Point Meridian Capital stock for Q4 2024, up 1.1% quarter-over-quarter.
  • 3 funds opened new Sound Point Meridian Capital positions in Q4 2024 and 1 closed out, a net change of +2 holders.
  • The largest Sound Point Meridian Capital buyer in Q4 2024 was Running Point Capital Advisors, an estimated $444K added.
  • The largest Sound Point Meridian Capital seller in Q4 2024 was Thomas J. Herzfeld Advisors, an estimated $1.74M sold.

Based on aggregated 13F filings for Q4 2024.