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TriplePoint Venture Growth BDC

49 hedge funds and large institutions have $98.5M invested in TriplePoint Venture Growth BDC in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding

Funds holding: 4249 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.15% less ownership

Funds ownership: 57.68%57.53% (-0.15%)

11% less capital invested

Capital invested by funds: $111M → $98.5M (-$12.8M)

38% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 21

Holders
49
Holders Change
+7
Holders Change %
+16.67%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
13
Reduced
21
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$15.2M -$229K -22,259 -2%
ClearBridge Investments
2
ClearBridge Investments
New York
$14M -$165K -16,000 -1%
AAM
3
Advisors Asset Management
Colorado
$8.77M +$573K +55,631 +7%
CIM
4
Confluence Investment Management
Missouri
$6.79M +$1.34M +130,181 +25%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$5.34M -$3.68M -357,396 -41%
Alyeska Investment Group
6
Alyeska Investment Group
Illinois
$4.71M +$143K +13,861 +3%
AllianceBernstein
7
AllianceBernstein
Tennessee
$4.33M -$721K -69,968 -15%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.24M +$870K +84,433 +27%
UBS Group
9
UBS Group
Switzerland
$4.09M +$5.18K +503 +0.1%
Ameriprise
10
Ameriprise
Minnesota
$4.04M -$25.8K -2,500 -0.6%
AAMU
11
Amundi Asset Management US
Massachusetts
$3.78M
PI
12
Putnam Investments
Massachusetts
$3.7M -$38.1K -3,700 -1%
DCM
13
Dialectic Capital Management
Connecticut
$2.53M +$89.3K +8,672 +4%
Wells Fargo
14
Wells Fargo
California
$1.76M -$580K -56,266 -25%
TG
15
TCW Group
California
$1.75M +$301K +29,200 +21%
KACA
16
Kayne Anderson Capital Advisors
California
$1.63M -$415K -40,300 -21%
MVP
17
Miller Value Partners
Florida
$1.2M
GC
18
Guggenheim Capital
Illinois
$991K +$433K +42,007 +80%
BG
19
BlackRock Group
United Kingdom
$820K +$804K +78,095 New
BTS
20
BB&T Securities
Virginia
$784K +$51.5K +5,000 +7%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$764K -$210K -20,353 -22%
Millennium Management
22
Millennium Management
New York
$700K -$565K -54,880 -45%
NFA
23
Nationwide Fund Advisors
Ohio
$666K -$6.54K -635 -1%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$640K -$10.3K -1,000 -2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$568K +$46.2K +4,488 +9%

TPVG Hedge Fund Activity: Q1 2016 in Review

49 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in TriplePoint Venture Growth BDC (TPVG) for Q1 2016, worth a combined $98.5M — down 11% from $111M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TPVG positions and 0 closed out — a net gain of 7 holders — while 13 added to existing stakes and 21 trimmed.

The largest buyer was Confluence Investment Management, adding an estimated $1.34M. The largest seller was T. Rowe Price Associates, cutting an estimated $3.68M.

  • 49 institutional investors held TriplePoint Venture Growth BDC (TPVG) as of Q1 2016, up from 42 in Q4 2015.
  • Funds reported $98.5M of TriplePoint Venture Growth BDC stock for Q1 2016, down 11% quarter-over-quarter.
  • 7 funds opened new TriplePoint Venture Growth BDC positions in Q1 2016 and 0 closed out, a net change of +7 holders.
  • The largest TriplePoint Venture Growth BDC buyer in Q1 2016 was Confluence Investment Management, an estimated $1.34M added.
  • The largest TriplePoint Venture Growth BDC seller in Q1 2016 was T. Rowe Price Associates, an estimated $3.68M sold.

Based on aggregated 13F filings for Q1 2016.