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BlackRock TCP Capital

147 hedge funds and large institutions have $179M invested in BlackRock TCP Capital in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 50 increasing their positions, 25 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $937K | Put options by funds: $352K

104% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 24

100% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 25

20% more funds holding

Funds holding: 123147 (+24)

10% more capital invested

Capital invested by funds: $163M → $179M (+$16.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.03% less ownership

Funds ownership: 25.08%20.05% (-5%)

Holders
147
Holders Change
+24
Holders Change %
+19.51%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
49
Increased
50
Reduced
25
Closed
24
Calls
$937K
Puts
$352K
Net Calls
+$585K
Net Calls Change
-$184K
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
126
Sound Income Strategies
Florida
$15.3K +$8.09K +732 +99%
NA
127
NewEdge Advisors
Louisiana
$13.9K +$918 +83 +7%
AWM
128
AllSquare Wealth Management
New York
$13K
QL
129
Quarry LP
New York
$10.8K +$11.4K +1,035 New
PFA
130
Pathway Financial Advisers
Indiana
$9.13K
EWA
131
EverSource Wealth Advisors
Alabama
$7.56K
FIM
132
Fernwood Investment Management
Massachusetts
$4.38K +$4.64K +420 New
Simplex Trading
133
Simplex Trading
Illinois
$4K +$4.72K +427 +2,372%
TWC
134
TD Waterhouse Canada
Ontario, Canada
$2.94K +$2.38K +215 New
EC
135
EntryPoint Capital
New York
$2.67K -$20.5K -1,857 -88%
BF
136
BOK Financial
Oklahoma
$2.12K +$2.3K +208 New
CIA
137
Cape Investment Advisory
Georgia
$1.92K -$69.1K -6,249 -97%
CAM
138
Creekmur Asset Management
Illinois
$1.34K +$1.43K +129 New
BFEC
139
Benjamin F. Edwards & Company
Missouri
$1K
SL
140
Salomon & Ludwin
Virginia
$939 +$995 +90 New
JWM
141
Janiczek Wealth Management
Colorado
$845
KFS
142
Kelly Financial Services
Massachusetts
$842 +$895 +81 New
CA
143
Crewe Advisors
Utah
$793 +$840 +76 New
TIM
144
Tortoise Investment Management
New York
$365 +$387 +35 New
KFI
145
Key Financial Inc
Pennsylvania
$271 +$287 +26 New
FIA
146
FNY Investment Advisers
New York
$104 +$111K +10,000 New
Fidelity Investments
147
Fidelity Investments
Massachusetts
$10
MW
148
Melia Wealth
Oklahoma
-$12.6M -1,089,866 Closed
IAIM
149
International Assets Investment Management
Florida
-$35.7K -411,978 Closed
RPSA
150
Richard P. Slaughter Associates
Texas
-$1.89M -163,891 Closed

TCPC Hedge Fund Activity: Q1 2024 in Review

147 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock TCP Capital (TCPC) for Q1 2024, worth a combined $179M — up 10% from $163M a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new TCPC positions and 24 closed out — a net gain of 25 holders — while 50 added to existing stakes and 25 trimmed.

The largest buyer was Ares Management, opening a new position worth an estimated $10.6M. The largest seller was Melia Wealth, exiting entirely with an estimated $12.6M sold.

  • 147 institutional investors held BlackRock TCP Capital (TCPC) as of Q1 2024, up from 123 in Q4 2023.
  • Funds reported $179M of BlackRock TCP Capital stock for Q1 2024, up 10% quarter-over-quarter.
  • 49 funds opened new BlackRock TCP Capital positions in Q1 2024 and 24 closed out, a net change of +25 holders.
  • The largest BlackRock TCP Capital buyer in Q1 2024 was Ares Management, an estimated $10.6M added.
  • The largest BlackRock TCP Capital seller in Q1 2024 was Melia Wealth, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2024.