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BlackRock TCP Capital

85 hedge funds and large institutions have $349M invested in BlackRock TCP Capital in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

2% more funds holding

Funds holding: 8385 (+2)

5% less capital invested

Capital invested by funds: $367M → $349M (-$18.2M)

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: $3K

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
2.29%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
14
Increased
29
Reduced
26
Closed
10
Calls
Puts
$3K
Net Calls
-$3K
Net Calls Change
+$75K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$74.4M +$9.13M +572,862 +13%
ClearBridge Investments
2
ClearBridge Investments
New York
$38.5M +$62.1K +3,900 +0.2%
VNIM
3
Vaughan Nelson Investment Management
Texas
$38M +$485K +30,425 +1%
B
4
Barings
North Carolina
$24.5M
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$15.5M +$465K +29,200 +3%
UBS Group
6
UBS Group
Switzerland
$15.4M -$1.49M -93,312 -8%
Axa
7
Axa
France
$13M
AAMU
8
Amundi Asset Management US
Massachusetts
$10.7M -$2.18M -136,919 -16%
MC
9
Muzinich & Co
New York
$10.1M +$2.74M +172,015 +35%
AllianceBernstein
10
AllianceBernstein
Tennessee
$9.89M +$810K +50,840 +9%
CIM
11
Confluence Investment Management
Missouri
$9.85M +$90.9K +5,707 +0.9%
YMRC
12
Yorktown Management & Research Company
Virginia
$9.29M -$398K -25,000 -4%
AAM
13
Advisors Asset Management
Colorado
$8.21M -$263K -16,482 -3%
Invesco
14
Invesco
Georgia
$6.33M +$661K +41,477 +11%
PI
15
Putnam Investments
Massachusetts
$5.13M -$2.26M -141,967 -30%
Natixis Advisors
16
Natixis Advisors
Massachusetts
$4.54M -$14K -881 -0.3%
BG
17
BlackRock Group
United Kingdom
$3.8M -$125K -7,869 -3%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$3.7M +$481K +30,194 +14%
Morgan Stanley
19
Morgan Stanley
New York
$3.53M +$287K +18,005 +8%
DADC
20
D.A. Davidson & Co
Montana
$2.96M +$183K +11,465 +6%
GC
21
Guggenheim Capital
Illinois
$2.91M -$16.9K -1,062 -0.6%
Stifel Financial
22
Stifel Financial
Missouri
$2.55M -$82.2K -5,160 -3%
GT
23
Glenmede Trust
Pennsylvania
$2.55M +$482K +30,219 +22%
VanEck Associates
24
VanEck Associates
New York
$2.46M +$11.9K +744 +0.5%
RJA
25
Raymond James & Associates
Florida
$1.98M +$37.1K +2,329 +2%

TCPC Hedge Fund Activity: Q2 2015 in Review

85 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in BlackRock TCP Capital (TCPC) for Q2 2015, worth a combined $349M — down 5% from $367M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new TCPC positions and 10 closed out — a net gain of 4 holders — while 29 added to existing stakes and 26 trimmed.

The largest buyer was Wells Fargo, adding an estimated $9.13M. The largest seller was Wedge Capital Management, exiting entirely with an estimated $10.7M sold.

  • 85 institutional investors held BlackRock TCP Capital (TCPC) as of Q2 2015, up from 83 in Q1 2015.
  • Funds reported $349M of BlackRock TCP Capital stock for Q2 2015, down 5% quarter-over-quarter.
  • 14 funds opened new BlackRock TCP Capital positions in Q2 2015 and 10 closed out, a net change of +4 holders.
  • The largest BlackRock TCP Capital buyer in Q2 2015 was Wells Fargo, an estimated $9.13M added.
  • The largest BlackRock TCP Capital seller in Q2 2015 was Wedge Capital Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2015.