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TriplePoint Venture Growth BDC
TPVG

Overview Fund Activity

82 hedge funds and large institutions have $50.1M invested in TriplePoint Venture Growth BDC in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 11 reducing their positions, and 10 closing their positions.

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
39
Reduced
11
Closed
10
Calls
$2.18M
Puts
$1.78M
Net Calls
+$405K
Net Calls Change
-$1.78M

Top Buyers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$1.2M
2
VEA
2
Virtus ETF Advisers
New York
$852K
3
VanEck Associates
3
VanEck Associates
New York
$6.15M
4
IAIM
4
International Assets Investment Management
Florida
$1.13M
5
Citadel Advisors
5
Citadel Advisors
Florida
$370K

Top Sellers

1
HWAM
1
Hennion & Walsh Asset Management
New Jersey
$366K
2
BlackRock
2
BlackRock
New York
$1.27M
3
Two Sigma Advisers
3
Two Sigma Advisers
New York
$1.03M
4
CA
4
Calton & Associates
Florida
$0
5
GC
5
Grimes & Company
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TYCC
26
Texas Yale Capital Corp
Florida
$395K 37,800 – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$395K 37,832 +5,767 +18%
Citadel Advisors
28
Citadel Advisors
Florida
$370K 35,404 +35,404 New
HWAM
29
Hennion & Walsh Asset Management
New Jersey
$366K 35,006 -63,136 -64%
Canada Life
30
Canada Life
Manitoba, Canada
$361K 34,607 +1,425 +4%
ASFA
31
All Season Financial Advisors
Colorado
$359K 34,292 +1,916 +6%
AC
32
Avenir Corporation
Virginia
$345K 33,000 – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$332K 31,740 +1,264 +4%
RJA
34
Raymond James & Associates
Florida
$301K 28,761 +6,660 +30%
IWM
35
IHT Wealth Management
Illinois
$281K 26,837 +1,262 +5%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$242K 23,103 -63 -0.3%
WSTAM
37
Wilbanks Smith & Thomas Asset Management
Virginia
$230K 22,000 – –
Comerica Bank
38
Comerica Bank
Texas
$211K 20,126 +20,126 New
SPIA
39
Steward Partners Investment Advisory
New York
$202K 19,274 +19,274 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$183K 17,470 -12,342 -41%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$183K 17,451 +715 +4%
CG
42
Caprock Group
Idaho
$176K 16,800 – –
Baird Financial Group
43
Baird Financial Group
Wisconsin
$157K 15,037 – –
HighTower Advisors
44
HighTower Advisors
Illinois
$156K 14,890 – –
KAS
45
Kestra Advisory Services
Texas
$152K 14,524 +554 +4%
CAGAS
46
Capital Advisory Group Advisory Services
Minnesota
$151K 14,475 -889 -6%
LAS
47
Lloyd Advisory Services
Georgia
$150K 14,336 +14,336 New
NG
48
Norden Group
Utah
$150K 14,336 +14,336 New
ASN
49
Advisory Services Network
Georgia
$147K 14,020 +375 +3%
AI
50
Atom Investors
Texas
$146K 13,962 +3,360 +32%
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