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BlackRock TCP Capital

110 hedge funds and large institutions have $191M invested in BlackRock TCP Capital in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

355% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $229K

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

5% more funds holding

Funds holding: 105110 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 29

4% less capital invested

Capital invested by funds: $200M → $191M (-$8.89M)

1.02% less ownership

Funds ownership: 25.54%24.52% (-1%)

Holders
110
Holders Change
+5
Holders Change %
+4.76%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
29
Reduced
29
Closed
20
Calls
$1.04M
Puts
$229K
Net Calls
+$812K
Net Calls Change
-$765K
Name Holding Trade Value Shares
Change
Change in
Stake
B
1
Barings
North Carolina
$21.7M
C
2
Cliffwater
California
$14.6M +$43.2K +3,111 +0.3%
Invesco
3
Invesco
Georgia
$14.1M +$105K +7,572 +0.7%
VanEck Associates
4
VanEck Associates
New York
$12.7M +$940K +67,718 +8%
Morgan Stanley
5
Morgan Stanley
New York
$9.22M +$5.68M +408,836 +149%
Bank of America
6
Bank of America
North Carolina
$7.82M -$44.8K -3,226 -0.6%
ACM
7
Advisors Capital Management
New Jersey
$6.89M +$3.68M +265,351 +108%
CIM
8
Confluence Investment Management
Missouri
$5.68M +$81.5K +5,868 +1%
FWIA
9
Fort Washington Investment Advisors
Ohio
$5.54M
BlackRock
10
BlackRock
New York
$5.52M +$745K +53,635 +15%
Two Sigma Investments
11
Two Sigma Investments
New York
$5.01M +$14.5K +1,041 +0.3%
AM
12
Ares Management
California
$4.97M +$1.91M +137,681 +60%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$4.91M +$483K +34,800 +11%
AAM
14
Advisors Asset Management
Colorado
$4.55M +$462K +33,292 +11%
Legal & General Group
15
Legal & General Group
United Kingdom
$4.51M -$144K -10,388 -3%
HWAM
16
Hennion & Walsh Asset Management
New Jersey
$3.88M +$267K +19,264 +7%
DADC
17
D.A. Davidson & Co
Montana
$3.79M +$340K +24,485 +10%
BZWA
18
Blue Zone Wealth Advisors
California
$3.66M +$203K +14,604 +6%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$3.32M -$831K -59,870 -20%
MC
20
Muzinich & Co
New York
$3.11M
LSV Asset Management
21
LSV Asset Management
Illinois
$3.07M -$300K -21,600 -9%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$3.06M
UBS Group
23
UBS Group
Switzerland
$2.79M -$1.17M -84,206 -29%
Wells Fargo
24
Wells Fargo
California
$2.69M -$72.4K -5,212 -3%
MCM
25
McKinley Capital Management
Alaska
$2.47M -$26.9K -1,939 -1%

TCPC Hedge Fund Activity: Q4 2021 in Review

110 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock TCP Capital (TCPC) for Q4 2021, worth a combined $191M — down 4.4% from $200M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TCPC positions and 20 closed out — a net gain of 5 holders — while 29 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.68M. The largest seller was State of Michigan Retirement System, exiting entirely with an estimated $17.9M sold.

  • 110 institutional investors held BlackRock TCP Capital (TCPC) as of Q4 2021, up from 105 in Q3 2021.
  • Funds reported $191M of BlackRock TCP Capital stock for Q4 2021, down 4.4% quarter-over-quarter.
  • 25 funds opened new BlackRock TCP Capital positions in Q4 2021 and 20 closed out, a net change of +5 holders.
  • The largest BlackRock TCP Capital buyer in Q4 2021 was Morgan Stanley, an estimated $5.68M added.
  • The largest BlackRock TCP Capital seller in Q4 2021 was State of Michigan Retirement System, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2021.