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TriplePoint Venture Growth BDC
TPVG

Overview Fund Activity

79 hedge funds and large institutions have $53.2M invested in TriplePoint Venture Growth BDC in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
26
Reduced
23
Closed
9
Calls
$3.02M
Puts
$840K
Net Calls
+$2.18M
Net Calls Change
-$57K

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$6.49M
2
Millennium Management
2
Millennium Management
New York
$499K
3
SPC
3
Sigma Planning Corp
Michigan
$709K
4
Legal & General Group
4
Legal & General Group
United Kingdom
$3.03M
5
Northern Trust
5
Northern Trust
Illinois
$144K

Top Sellers

1
SIS
1
Sound Income Strategies
Florida
$65.5K
2
AAM
2
Advisors Asset Management
Colorado
$2.77M
3
LCWP
3
Legacy Capital Wealth Partners
Arkansas
$0
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$1.53M
5
Wells Fargo
5
Wells Fargo
California
$1.68M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
51
Atom Investors
Texas
$125K 10,602 +10,602 New
PWG
52
Portside Wealth Group
Utah
$124K 10,550 +10,550 New
SL
53
Summitry LLC
California
$118K 10,000 – –
CG
54
CFO4Life Group
Texas
$118K 10,000 +10,000 New
TWM
55
Tradition Wealth Management
Minnesota
$108K 9,174 +1,243 +16%
SIS
56
Sound Income Strategies
Florida
$65.5K 5,564 -698,230 -99%
Bank of America
57
Bank of America
North Carolina
$62.8K 5,333 +1,062 +25%
QT
58
Quantbot Technologies
New York
$52.4K 4,449 +4,449 New
FMII
59
Farmers & Merchants Investments Inc
Nebraska
$45.2K 3,833 +1,500 +64%
US Bancorp
60
US Bancorp
Minnesota
$35.3K 3,000 – –
SWA
61
SOA Wealth Advisors
New York
$35.3K 3,000 – –
GWSG
62
GPS Wealth Strategies Group
Colorado
$27.4K 2,327 +644 +38%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$27.1K 2,300 – –
ACM
64
Aquatic Capital Management
Illinois
$19K 1,600 +1,600 New
TF
65
Tompkins Financial
New York
$17.1K 1,450 – –
GWM
66
Geneos Wealth Management
Colorado
$15.5K 1,315 – –
SSG
67
Summit Securities Group
New York
$12K 1,000 +1,000 New
S
68
SignatureFD
Georgia
$11.8K 1,000 -350 -26%
QL
69
Quarry LP
New York
$11.3K 960 +960 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$9K 800 -5,000 -86%
CWM
71
Cedar Wealth Management
California
$7.66K 650 – –
VWM
72
Venturi Wealth Management
Texas
$5.89K 500 +500 New
PA
73
PSI Advisors
Florida
$5.6K 475 – –
HI
74
Harbour Investments
Wisconsin
$3.45K 293 – –
WP
75
WealthPLAN Partners
Nebraska
$2.3K 195 +6 +3%
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