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BlackRock TCP Capital

116 hedge funds and large institutions have $150M invested in BlackRock TCP Capital in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

352% more call options, than puts

Call options by funds: $989K | Put options by funds: $219K

81% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 26

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

5% more funds holding

Funds holding: 111116 (+5)

3% more capital invested

Capital invested by funds: $146M → $150M (+$4.22M)

1.04% less ownership

Funds ownership: 23.15%22.11% (-1%)

Holders
116
Holders Change
+5
Holders Change %
+4.5%
% of All Funds
1.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
47
Reduced
26
Closed
13
Calls
$989K
Puts
$219K
Net Calls
+$770K
Net Calls Change
+$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
1
VanEck Associates
New York
$11.2M +$716K +59,596 +7%
Bank of America
2
Bank of America
North Carolina
$8.92M -$216K -17,939 -2%
Millennium Management
3
Millennium Management
New York
$8.73M -$862K -71,770 -9%
C
4
Cliffwater
California
$8.08M
Morgan Stanley
5
Morgan Stanley
New York
$6.44M +$378K +31,460 +6%
Two Sigma Investments
6
Two Sigma Investments
New York
$5.75M +$1.8M +150,121 +44%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$5.5M +$1.59M +132,600 +39%
B
8
Barings
North Carolina
$5.16M -$14M -1,163,734 -73%
Legal & General Group
9
Legal & General Group
United Kingdom
$4.88M -$104K -8,670 -2%
FWIA
10
Fort Washington Investment Advisors
Ohio
$4.82M
CIM
11
Confluence Investment Management
Missouri
$4.64M +$3.5K +291 +0.1%
DADC
12
D.A. Davidson & Co
Montana
$4.07M +$153K +12,738 +4%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$3.67M +$169K +14,066 +5%
BlackRock
14
BlackRock
New York
$3.64M +$93.6K +7,788 +3%
LSV Asset Management
15
LSV Asset Management
Illinois
$3.27M
AAM
16
Advisors Asset Management
Colorado
$3.05M +$207K +17,215 +7%
RJA
17
Raymond James & Associates
Florida
$2.83M -$251K -20,875 -8%
UBS Group
18
UBS Group
Switzerland
$2.77M -$349K -29,043 -11%
MC
19
Muzinich & Co
New York
$2.38M -$322K -26,810 -12%
LPL Financial
20
LPL Financial
California
$2.37M +$325K +27,041 +15%
Sumitomo Mitsui Trust Group
21
Sumitomo Mitsui Trust Group
Japan
$2.25M -$278K -23,159 -11%
OC
22
Oppenheimer & Co
New York
$2.21M +$226K +18,780 +11%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$2.09M -$8.55K -712 -0.4%
RPSA
24
Richard P. Slaughter Associates
Texas
$1.93M -$341K -28,346 -15%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.89M +$54.3K +4,518 +3%

TCPC Hedge Fund Activity: Q3 2023 in Review

116 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in BlackRock TCP Capital (TCPC) for Q3 2023, worth a combined $150M — up 2.9% from $146M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new TCPC positions and 13 closed out — a net gain of 5 holders — while 47 added to existing stakes and 26 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $1.8M. The largest seller was Barings, cutting an estimated $14M.

  • 116 institutional investors held BlackRock TCP Capital (TCPC) as of Q3 2023, up from 111 in Q2 2023.
  • Funds reported $150M of BlackRock TCP Capital stock for Q3 2023, up 2.9% quarter-over-quarter.
  • 18 funds opened new BlackRock TCP Capital positions in Q3 2023 and 13 closed out, a net change of +5 holders.
  • The largest BlackRock TCP Capital buyer in Q3 2023 was Two Sigma Investments, an estimated $1.8M added.
  • The largest BlackRock TCP Capital seller in Q3 2023 was Barings, an estimated $14M sold.

Based on aggregated 13F filings for Q3 2023.