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BlackRock TCP Capital

106 hedge funds and large institutions have $430M invested in BlackRock TCP Capital in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.24% less ownership

Funds ownership: 53.62%51.39% (-2.2%)

5% less funds holding

Funds holding: 111106 (-5)

11% less capital invested

Capital invested by funds: $482M → $430M (-$51.8M)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

31% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 42

46% less call options, than puts

Call options by funds: $142K | Put options by funds: $262K

Holders
106
Holders Change
-5
Holders Change %
-4.5%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
14
Increased
29
Reduced
42
Closed
19
Calls
$142K
Puts
$262K
Net Calls
-$120K
Net Calls Change
-$117K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$55.5M -$5.58M -379,724 -9%
BAM
2
Burgundy Asset Management
Ontario, Canada
$45.7M -$216K -14,685 -0.5%
VNIM
3
Vaughan Nelson Investment Management
Texas
$42.4M -$3.2M -217,947 -7%
CFG
4
CNO Financial Group
Indiana
$28.6M
MC
5
Muzinich & Co
New York
$23M -$9.63M -655,476 -29%
B
6
Barings
North Carolina
$22.8M
ClearBridge Investments
7
ClearBridge Investments
New York
$18M -$2.9M -197,275 -13%
UBS Group
8
UBS Group
Switzerland
$15.2M -$3.15M -214,139 -17%
AM
9
Ares Management
California
$14.8M +$8.62M +586,692 +129%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$14.2M
CIM
11
Confluence Investment Management
Missouri
$10.7M +$13K +885 +0.1%
Millennium Management
12
Millennium Management
New York
$8.26M -$3.33M -226,745 -28%
GC
13
Guggenheim Capital
Illinois
$6.54M -$1.27M -86,208 -16%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$6.37M -$1.42M -96,832 -18%
AAM
15
Advisors Asset Management
Colorado
$6.28M -$39.9K -2,718 -0.6%
VanEck Associates
16
VanEck Associates
New York
$5.07M -$238K -16,190 -4%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$4.75M -$78.4K -5,332 -2%
KCM
18
Kennedy Capital Management
Missouri
$4.75M +$262K +17,856 +6%
ACM
19
Advisors Capital Management
New Jersey
$4.71M +$269K +18,323 +6%
Bank of America
20
Bank of America
North Carolina
$4.61M +$3.69M +251,439 +345%
BlackRock
21
BlackRock
New York
$4.61M -$728K -49,543 -13%
AllianceBernstein
22
AllianceBernstein
Tennessee
$4.52M -$785K -53,390 -14%
AR
23
Advisory Research
Illinois
$4.49M -$880K -59,894 -16%
SMDAM
24
Sumitomo Mitsui DS Asset Management
Japan
$4.24M -$896K -60,978 -17%
C
25
Cliffwater
California
$4.05M +$147K +9,975 +4%

TCPC Hedge Fund Activity: Q1 2018 in Review

106 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in BlackRock TCP Capital (TCPC) for Q1 2018, worth a combined $430M — down 11% from $482M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of TCPC and 14 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 29 added.

The largest buyer was Ares Management, adding an estimated $8.62M. The largest seller was Muzinich & Co, cutting an estimated $9.63M.

  • 106 institutional investors held BlackRock TCP Capital (TCPC) as of Q1 2018, down from 111 in Q4 2017.
  • Funds reported $430M of BlackRock TCP Capital stock for Q1 2018, down 11% quarter-over-quarter.
  • 14 funds opened new BlackRock TCP Capital positions in Q1 2018 and 19 closed out, a net change of -5 holders.
  • The largest BlackRock TCP Capital buyer in Q1 2018 was Ares Management, an estimated $8.62M added.
  • The largest BlackRock TCP Capital seller in Q1 2018 was Muzinich & Co, an estimated $9.63M sold.

Based on aggregated 13F filings for Q1 2018.