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TriplePoint Venture Growth BDC

47 hedge funds and large institutions have $128M invested in TriplePoint Venture Growth BDC in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

12% more capital invested

Capital invested by funds: $114M → $128M (+$14M)

9% more funds holding

Funds holding: 4347 (+4)

25.2% less ownership

Funds ownership: 83.82%58.62% (-25%)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
24
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
1
ClearBridge Investments
New York
$19M +$4.77M +343,509 +32%
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$16.9M +$1.04M +74,956 +6%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$9.95M +$1.69M +121,410 +20%
AAM
4
Advisors Asset Management
Colorado
$7.58M +$3.47M +249,481 +80%
CIM
5
Confluence Investment Management
Missouri
$6.74M +$1.89M +136,125 +37%
AllianceBernstein
6
AllianceBernstein
Tennessee
$6.66M +$3.12M +224,489 +83%
UBS Group
7
UBS Group
Switzerland
$6.1M +$3.09M +222,298 +97%
PI
8
Putnam Investments
Massachusetts
$5.58M -$1.34M -96,126 -19%
Wells Fargo
9
Wells Fargo
California
$5.33M +$1.32M +95,144 +32%
Alyeska Investment Group
10
Alyeska Investment Group
Illinois
$5.1M +$85.2K +6,132 +2%
Ameriprise
11
Ameriprise
Minnesota
$4.68M +$227K +16,299 +5%
AAMU
12
Amundi Asset Management US
Massachusetts
$4.04M -$1.48M -106,681 -26%
SC
13
Scholtz & Company
Connecticut
$3.13M -$249K -17,900 -7%
Millennium Management
14
Millennium Management
New York
$2.97M +$1.62M +116,511 +112%
EIM
15
Essex Investment Management
Massachusetts
$2.71M -$8.67K -624 -0.3%
DCM
16
Dialectic Capital Management
Connecticut
$2.51M -$120K -8,600 -4%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$2.34M -$1.32M -94,901 -35%
Two Sigma Investments
18
Two Sigma Investments
New York
$2.31M +$482K +34,652 +25%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$1.68M +$1.16M +83,202 +201%
MVP
20
Miller Value Partners
Florida
$1.54M +$43K +3,097 +3%
NFA
21
Nationwide Fund Advisors
Ohio
$1.53M +$83.4K +5,998 +6%
TG
22
TCW Group
California
$1.21M +$334K +24,000 +37%
Morgan Stanley
23
Morgan Stanley
New York
$972K +$110K +7,924 +12%
AR
24
Advisory Research
Illinois
$921K -$106K -7,640 -10%
SMDAM
25
Sumitomo Mitsui DS Asset Management
Japan
$915K -$106K -7,660 -10%

TPVG Hedge Fund Activity: Q2 2015 in Review

47 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in TriplePoint Venture Growth BDC (TPVG) for Q2 2015, worth a combined $128M — up 12% from $114M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TPVG positions and 5 closed out — a net gain of 4 holders — while 24 added to existing stakes and 11 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $4.77M. The largest seller was Amundi Asset Management US, cutting an estimated $1.48M.

  • 47 institutional investors held TriplePoint Venture Growth BDC (TPVG) as of Q2 2015, up from 43 in Q1 2015.
  • Funds reported $128M of TriplePoint Venture Growth BDC stock for Q2 2015, up 12% quarter-over-quarter.
  • 9 funds opened new TriplePoint Venture Growth BDC positions in Q2 2015 and 5 closed out, a net change of +4 holders.
  • The largest TriplePoint Venture Growth BDC buyer in Q2 2015 was ClearBridge Investments, an estimated $4.77M added.
  • The largest TriplePoint Venture Growth BDC seller in Q2 2015 was Amundi Asset Management US, an estimated $1.48M sold.

Based on aggregated 13F filings for Q2 2015.