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BlackRock TCP Capital

102 hedge funds and large institutions have $310M invested in BlackRock TCP Capital in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more call options, than puts

Call options by funds: $1.32M | Put options by funds: $310K

29% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 14

14% more capital invested

Capital invested by funds: $273M → $310M (+$37.1M)

3% more funds holding

Funds holding: 99102 (+3)

3% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 34

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
102
Holders Change
+3
Holders Change %
+3.03%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
18
Increased
35
Reduced
34
Closed
14
Calls
$1.32M
Puts
$310K
Net Calls
+$1.01M
Net Calls Change
+$919K
Name Holding Trade Value Shares
Change
Change in
Stake
VNIM
1
Vaughan Nelson Investment Management
Texas
$29M -$976K -56,900 -3%
B
2
Barings
North Carolina
$26.5M
BFA
3
BlackRock Fund Advisors
California
$16.4M +$150K +8,768 +0.9%
Wells Fargo
4
Wells Fargo
California
$16.3M +$7.05M +411,301 +72%
Axa
5
Axa
France
$14M
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$12.5M +$12.9M +754,223 New
WCM
7
Wedge Capital Management
North Carolina
$12.4M -$734K -42,800 -5%
K
8
Kemper
Illinois
$12.3M
State Street
9
State Street
Massachusetts
$11M +$550K +32,067 +5%
U
10
UBS
Switzerland
$10.5M +$10.8M +630,058 +18,163%
YMRC
11
Yorktown Management & Research Company
Virginia
$10.5M
TA
12
Teachers Advisors
New York
$10.3M +$244K +14,250 +2%
CIM
13
Confluence Investment Management
Missouri
$9.11M
AAMU
14
Amundi Asset Management US
Massachusetts
$8.76M +$7.63M +445,152 +528%
PI
15
Putnam Investments
Massachusetts
$7.91M -$211K -12,300 -3%
Millennium Management
16
Millennium Management
New York
$7.42M +$6.5M +379,193 +550%
BIT
17
BlackRock Institutional Trust
California
$7.26M +$203K +11,861 +3%
Northern Trust
18
Northern Trust
Illinois
$6.48M -$76.9K -4,487 -1%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$5.68M -$160K -9,347 -3%
ClearBridge Investments
20
ClearBridge Investments
New York
$5.65M +$5.85M +341,350 New
UOC
21
UBS O'Connor
Illinois
$5.61M +$5.81M +338,658 New
NIMC
22
NWQ Investment Management Company
California
$4.8M -$302K -17,600 -6%
Goldman Sachs
23
Goldman Sachs
New York
$4.29M +$4.04M +235,469 +981%
BG
24
BlackRock Group
United Kingdom
$3.15M +$1.05M +61,192 +47%
Invesco
25
Invesco
Georgia
$2.66M +$2.45M +143,115 +816%

TCPC Hedge Fund Activity: Q1 2014 in Review

102 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in BlackRock TCP Capital (TCPC) for Q1 2014, worth a combined $310M — up 14% from $273M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new TCPC positions and 14 closed out — a net gain of 4 holders — while 35 added to existing stakes and 34 trimmed.

The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $12.9M. The largest seller was Northpointe Capital, cutting an estimated $11.5M.

  • 102 institutional investors held BlackRock TCP Capital (TCPC) as of Q1 2014, up from 99 in Q4 2013.
  • Funds reported $310M of BlackRock TCP Capital stock for Q1 2014, up 14% quarter-over-quarter.
  • 18 funds opened new BlackRock TCP Capital positions in Q1 2014 and 14 closed out, a net change of +4 holders.
  • The largest BlackRock TCP Capital buyer in Q1 2014 was T. Rowe Price Associates, an estimated $12.9M added.
  • The largest BlackRock TCP Capital seller in Q1 2014 was Northpointe Capital, an estimated $11.5M sold.

Based on aggregated 13F filings for Q1 2014.