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BlackRock TCP Capital

106 hedge funds and large institutions have $412M invested in BlackRock TCP Capital in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 35

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 106106 (0)

4% less capital invested

Capital invested by funds: $430M → $412M (-$17.5M)

2.88% less ownership

Funds ownership: 51.39%48.51% (-2.9%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

31% less call options, than puts

Call options by funds: $457K | Put options by funds: $658K

Holders
106
Holders Change
Holders Change %
0%
% of All Funds
2.43%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
12
Increased
40
Reduced
35
Closed
11
Calls
$457K
Puts
$658K
Net Calls
-$201K
Net Calls Change
-$81K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$54.1M -$2.3M -158,823 -4%
BAM
2
Burgundy Asset Management
Ontario, Canada
$43.7M -$2.72M -187,274 -6%
VNIM
3
Vaughan Nelson Investment Management
Texas
$42.4M -$722K -49,750 -2%
CFG
4
CNO Financial Group
Indiana
$29.1M
B
5
Barings
North Carolina
$23.2M
AM
6
Ares Management
California
$17.1M +$2.05M +141,389 +14%
ClearBridge Investments
7
ClearBridge Investments
New York
$16.6M -$1.65M -113,813 -9%
MC
8
Muzinich & Co
New York
$16.4M -$7.01M -483,349 -30%
UBS Group
9
UBS Group
Switzerland
$16.2M +$682K +46,984 +4%
CIM
10
Confluence Investment Management
Missouri
$10.8M -$22K -1,517 -0.2%
KCM
11
Kennedy Capital Management
Missouri
$7.65M +$2.83M +195,282 +58%
GC
12
Guggenheim Capital
Illinois
$6.46M -$195K -13,438 -3%
Millennium Management
13
Millennium Management
New York
$5.96M -$2.43M -167,805 -29%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$5.57M +$741K +51,068 +15%
ACM
15
Advisors Capital Management
New Jersey
$5.47M +$694K +47,802 +14%
Bank of America
16
Bank of America
North Carolina
$5.45M +$763K +52,591 +16%
6M
17
6 Meridian
Kansas
$5.3M +$5.33M +367,111 New
AAM
18
Advisors Asset Management
Colorado
$5.28M -$1.09M -75,458 -17%
VanEck Associates
19
VanEck Associates
New York
$5.24M +$85.1K +5,862 +2%
Invesco
20
Invesco
Georgia
$5.01M +$1.47M +101,241 +41%
BlackRock
21
BlackRock
New York
$4.62M -$62.6K -4,316 -1%
C
22
Cliffwater
California
$4.17M +$55K +3,790 +1%
AR
23
Advisory Research
Illinois
$3.79M -$769K -52,996 -17%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$3.69M -$62.3K -4,291 -2%
Two Sigma Advisers
25
Two Sigma Advisers
New York
$3.6M -$147K -10,100 -4%

TCPC Hedge Fund Activity: Q2 2018 in Review

106 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in BlackRock TCP Capital (TCPC) for Q2 2018, worth a combined $412M — down 4.1% from $430M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new TCPC positions and 11 closed out — a net gain of 1 holder — while 40 added to existing stakes and 35 trimmed.

The largest buyer was 6 Meridian, opening a new position worth an estimated $5.33M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $14.2M sold.

  • 106 institutional investors held BlackRock TCP Capital (TCPC) as of Q2 2018, unchanged from Q1 2018.
  • Funds reported $412M of BlackRock TCP Capital stock for Q2 2018, down 4.1% quarter-over-quarter.
  • 12 funds opened new BlackRock TCP Capital positions in Q2 2018 and 11 closed out, a net change of +1 holder.
  • The largest BlackRock TCP Capital buyer in Q2 2018 was 6 Meridian, an estimated $5.33M added.
  • The largest BlackRock TCP Capital seller in Q2 2018 was T. Rowe Price Associates, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2018.