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BlackRock TCP Capital

108 hedge funds and large institutions have $202M invested in BlackRock TCP Capital in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,641% more call options, than puts

Call options by funds: $766K | Put options by funds: $44K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $178M → $202M (+$24.1M)

10% more funds holding

Funds holding: 98108 (+10)

0.25% less ownership

Funds ownership: 31.32%31.07% (-0.25%)

26% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 38

Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
1.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
25
Increased
28
Reduced
38
Closed
15
Calls
$766K
Puts
$44K
Net Calls
+$722K
Net Calls Change
-$214K
Name Holding Trade Value Shares
Change
Change in
Stake
SW
76
SVB Wealth
Massachusetts
$134K +$129K +11,886 New
AWM
77
AE Wealth Management
Kansas
$130K +$7.75K +715 +7%
CSC
78
Cove Street Capital
California
$128K +$124K +11,400 New
SAS
79
Stelac Advisory Services
New York
$126K
MA
80
Montag & Associates
Georgia
$124K +$119K +11,000 New
CAM
81
Concorde Asset Management
Michigan
$123K +$6.18K +570 +5%
Comerica Bank
82
Comerica Bank
Texas
$121K +$110K +10,140 New
WS
83
Wedbush Securities
California
$117K -$628 -58 -0.6%
TI
84
Trexquant Investment
Connecticut
$114K +$110K +10,130 New
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$112K
SPIA
86
Steward Partners Investment Advisory
New York
$100K
Deutsche Bank
87
Deutsche Bank
Germany
$92K +$88.7K +8,190 New
GWMIA
88
Global Wealth Management Investment Advisory
Florida
$89K +$4.81K +444 +6%
GWM
89
Geneos Wealth Management
Colorado
$81K +$53K +4,891 +489%
CFD
90
Creative Financial Designs
Indiana
$78K +$6.21K +573 +9%
RE
91
RBC Europe
United Kingdom
$67.4K
BC
92
Barnett & Company
Tennessee
$50K
NFG
93
Next Financial Group
Texas
$48K
QT
94
Quantbot Technologies
New York
$47K +$45.5K +4,200 New
FIA
95
FNY Investment Advisers
New York
$46K +$44.4K +4,095 New
Citigroup
96
Citigroup
New York
$37K +$16.7K +1,537 +89%
TRCT
97
Tower Research Capital (TRC)
New York
$35K +$29.7K +2,743 +610%
GI
98
Gradient Investments
Minnesota
$20K
APA
99
American Portfolios Advisors
New York
$16.9K +$16.3K +1,500 New
US Bancorp
100
US Bancorp
Minnesota
$15K +$14.2K +1,315 New

TCPC Hedge Fund Activity: Q4 2020 in Review

108 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BlackRock TCP Capital (TCPC) for Q4 2020, worth a combined $202M — up 14% from $178M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TCPC positions and 15 closed out — a net gain of 10 holders — while 28 added to existing stakes and 38 trimmed.

The largest buyer was Cliffwater, adding an estimated $2.98M. The largest seller was Acadian Asset Management, cutting an estimated $4.83M.

  • 108 institutional investors held BlackRock TCP Capital (TCPC) as of Q4 2020, up from 98 in Q3 2020.
  • Funds reported $202M of BlackRock TCP Capital stock for Q4 2020, up 14% quarter-over-quarter.
  • 25 funds opened new BlackRock TCP Capital positions in Q4 2020 and 15 closed out, a net change of +10 holders.
  • The largest BlackRock TCP Capital buyer in Q4 2020 was Cliffwater, an estimated $2.98M added.
  • The largest BlackRock TCP Capital seller in Q4 2020 was Acadian Asset Management, an estimated $4.83M sold.

Based on aggregated 13F filings for Q4 2020.