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BlackRock TCP Capital

126 hedge funds and large institutions have $347M invested in BlackRock TCP Capital in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 36

1% more capital invested

Capital invested by funds: $343M → $347M (+$3.91M)

1% less funds holding

Funds holding: 127126 (-1)

5% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 20

2.43% less ownership

Funds ownership: 45.36%42.93% (-2.4%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $173K

Holders
126
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
2.73%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
19
Increased
43
Reduced
36
Closed
20
Calls
Puts
$173K
Net Calls
-$173K
Net Calls Change
+$36K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$3.64M +$122K +8,582 +3%
AR
27
Advisory Research
Illinois
$3.37M +$554K +38,858 +20%
SC
28
Southside Capital
Florida
$3.3M +$3.32M +232,679 New
Ameriprise
29
Ameriprise
Minnesota
$3.23M +$1.18M +82,961 +57%
FWIA
30
Fort Washington Investment Advisors
Ohio
$3.2M +$3.21M +225,472 New
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$3.1M +$1.52M +106,506 +95%
SMDAM
32
Sumitomo Mitsui DS Asset Management
Japan
$3.08M +$498K +34,936 +19%
AAM
33
Advisors Asset Management
Colorado
$2.95M -$465K -32,608 -14%
MCM
34
McKinley Capital Management
Alaska
$2.75M +$35.1K +2,459 +1%
AM
35
Ares Management
California
$2.71M -$7.04M -493,955 -72%
Millennium Management
36
Millennium Management
New York
$2.16M -$4.74M -332,763 -69%
Invesco
37
Invesco
Georgia
$1.86M -$501K -35,175 -21%
DBT
38
Dubuque Bank & Trust
Iowa
$1.86M +$28.9K +2,028 +2%
RVPG
39
Relative Value Partners Group
$1.67M -$9.84K -690 -0.6%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$1.55M +$291K +20,400 +23%
AIMCA
41
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.35M +$1.35M +95,000 New
Russell Investments Group
42
Russell Investments Group
United Kingdom
$1.34M +$815K +57,173 +154%
CIBC Private Wealth Group
43
CIBC Private Wealth Group
Georgia
$1.33M -$38.3K -2,684 -3%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$1.32M -$3.65K -256 -0.3%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.32M +$105K +7,349 +9%
CBB
46
Citizens Business Bank
California
$1.31M
Stifel Financial
47
Stifel Financial
Missouri
$1.3M -$219K -15,396 -14%
AG
48
AlphaSimPlex Group
Massachusetts
$1.22M +$1.23M +86,019 New
Morgan Stanley
49
Morgan Stanley
New York
$1.2M +$206K +14,478 +21%
Natixis Advisors
50
Natixis Advisors
Massachusetts
$1.15M +$675K +47,320 +141%

TCPC Hedge Fund Activity: Q1 2019 in Review

126 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in BlackRock TCP Capital (TCPC) for Q1 2019, worth a combined $347M — up 1.1% from $343M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of TCPC and 19 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 43 added.

The largest buyer was Acadian Asset Management, adding an estimated $9.11M. The largest seller was Muzinich & Co, cutting an estimated $14.7M.

  • 126 institutional investors held BlackRock TCP Capital (TCPC) as of Q1 2019, down from 127 in Q4 2018.
  • Funds reported $347M of BlackRock TCP Capital stock for Q1 2019, up 1.1% quarter-over-quarter.
  • 19 funds opened new BlackRock TCP Capital positions in Q1 2019 and 20 closed out, a net change of -1 holder.
  • The largest BlackRock TCP Capital buyer in Q1 2019 was Acadian Asset Management, an estimated $9.11M added.
  • The largest BlackRock TCP Capital seller in Q1 2019 was Muzinich & Co, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2019.