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TriplePoint Venture Growth BDC

46 hedge funds and large institutions have $95.9M invested in TriplePoint Venture Growth BDC in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

0.39% less ownership

Funds ownership: 58.62%58.23% (-0.39%)

2% less funds holding

Funds holding: 4746 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

25% less capital invested

Capital invested by funds: $128M → $95.9M (-$32.1M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
15
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
1
ClearBridge Investments
New York
$13.9M -$491K -40,269 -3%
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$13.7M +$1.22M +99,710 +8%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$8.97M +$1.79M +146,570 +20%
AAM
4
Advisors Asset Management
Colorado
$6.64M +$1.13M +92,605 +16%
CIM
5
Confluence Investment Management
Missouri
$5.61M +$653K +53,514 +11%
AllianceBernstein
6
AllianceBernstein
Tennessee
$4.99M -$25.9K -2,120 -0.4%
Alyeska Investment Group
7
Alyeska Investment Group
Illinois
$4.23M +$465K +38,148 +10%
PI
8
Putnam Investments
Massachusetts
$4.19M
Ameriprise
9
Ameriprise
Minnesota
$3.62M +$126K +10,309 +3%
AAMU
10
Amundi Asset Management US
Massachusetts
$3.56M +$626K +51,346 +17%
UBS Group
11
UBS Group
Switzerland
$3.47M -$1.35M -110,482 -24%
Wells Fargo
12
Wells Fargo
California
$2.72M -$1.55M -127,263 -32%
Millennium Management
13
Millennium Management
New York
$2.71M +$570K +46,713 +21%
DCM
14
Dialectic Capital Management
Connecticut
$2.1M +$248K +20,320 +11%
EIM
15
Essex Investment Management
Massachusetts
$1.97M -$87.4K -7,164 -4%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$1.65M -$142K -11,675 -7%
Two Sigma Investments
17
Two Sigma Investments
New York
$1.3M -$533K -43,680 -25%
MVP
18
Miller Value Partners
Florida
$1.16M
NFA
19
Nationwide Fund Advisors
Ohio
$1.16M
Two Sigma Advisers
20
Two Sigma Advisers
New York
$1.12M -$205K -16,798 -13%
TG
21
TCW Group
California
$1.08M +$205K +16,780 +19%
Morgan Stanley
22
Morgan Stanley
New York
$881K +$180K +14,798 +21%
GCP
23
GSA Capital Partners
United Kingdom
$672K +$570K +46,699 +239%
DM
24
Delphi Management
Massachusetts
$630K
RCM
25
Rivernorth Capital Management
Florida
$558K +$671K +55,029 New

TPVG Hedge Fund Activity: Q3 2015 in Review

46 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in TriplePoint Venture Growth BDC (TPVG) for Q3 2015, worth a combined $95.9M — down 25% from $128M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of TPVG and 7 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 15 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.79M. The largest seller was Scholtz & Company, exiting entirely with an estimated $3.13M sold.

  • 46 institutional investors held TriplePoint Venture Growth BDC (TPVG) as of Q3 2015, down from 47 in Q2 2015.
  • Funds reported $95.9M of TriplePoint Venture Growth BDC stock for Q3 2015, down 25% quarter-over-quarter.
  • 7 funds opened new TriplePoint Venture Growth BDC positions in Q3 2015 and 8 closed out, a net change of -1 holder.
  • The largest TriplePoint Venture Growth BDC buyer in Q3 2015 was T. Rowe Price Associates, an estimated $1.79M added.
  • The largest TriplePoint Venture Growth BDC seller in Q3 2015 was Scholtz & Company, an estimated $3.13M sold.

Based on aggregated 13F filings for Q3 2015.