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TriplePoint Venture Growth BDC

49 hedge funds and large institutions have $93.5M invested in TriplePoint Venture Growth BDC in 2016 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 12

0% more funds holding

Funds holding: 4949 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

3.55% less ownership

Funds ownership: 57.53%53.98% (-3.5%)

5% less capital invested

Capital invested by funds: $98.5M → $93.5M (-$5.02M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
49
Holders Change
Holders Change %
0%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
23
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
1
ClearBridge Investments
New York
$14.1M
AAM
2
Advisors Asset Management
Colorado
$9.62M +$765K +72,691 +9%
PFMOSF
3
Philadelphia Financial Management of San Francisco
California
$8.89M -$6.44M -612,301 -42%
CIM
4
Confluence Investment Management
Missouri
$7.83M +$970K +92,202 +14%
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$4.85M +$97.7K +9,286 +2%
AllianceBernstein
6
AllianceBernstein
Tennessee
$4.46M +$95.4K +9,066 +2%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.32M +$62.9K +5,982 +1%
UBS Group
8
UBS Group
Switzerland
$4.18M +$60K +5,700 +1%
Ameriprise
9
Ameriprise
Minnesota
$4.18M +$109K +10,369 +3%
PI
10
Putnam Investments
Massachusetts
$4.01M +$274K +26,032 +7%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$2.79M -$2.58M -244,890 -48%
DCM
12
Dialectic Capital Management
Connecticut
$2.35M -$206K -19,621 -8%
AM
13
Ares Management
California
$2.22M +$2.21M +209,687 New
AAMU
14
Amundi Asset Management US
Massachusetts
$2.22M -$1.58M -150,633 -42%
Wells Fargo
15
Wells Fargo
California
$2.06M +$280K +26,605 +16%
TG
16
TCW Group
California
$1.6M -$166K -15,800 -9%
GC
17
Guggenheim Capital
Illinois
$1.53M +$524K +49,848 +53%
MVP
18
Miller Value Partners
Florida
$1.3M +$88.8K +8,445 +7%
KACA
19
Kayne Anderson Capital Advisors
California
$1.25M -$391K -37,133 -24%
BG
20
BlackRock Group
United Kingdom
$948K +$120K +11,379 +15%
BTS
21
BB&T Securities
Virginia
$791K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$787K +$212K +20,183 +37%
NFA
23
Nationwide Fund Advisors
Ohio
$721K +$49.3K +4,688 +7%
Morgan Stanley
24
Morgan Stanley
New York
$711K +$217K +20,588 +44%
JP Morgan Chase
25
JP Morgan Chase
New York
$675K +$193K +18,336 +40%

TPVG Hedge Fund Activity: Q2 2016 in Review

49 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in TriplePoint Venture Growth BDC (TPVG) for Q2 2016, worth a combined $93.5M — down 5.1% from $98.5M a quarter earlier.

Fund positioning in TPVG was balanced in Q2 2016: 4 funds opened new positions, 4 closed out, 23 added to existing stakes and 12 trimmed.

The largest buyer was Ares Management, opening a new position worth an estimated $2.21M. The largest seller was Philadelphia Financial Management of San Francisco, cutting an estimated $6.44M.

  • 49 institutional investors held TriplePoint Venture Growth BDC (TPVG) as of Q2 2016, unchanged from Q1 2016.
  • Funds reported $93.5M of TriplePoint Venture Growth BDC stock for Q2 2016, down 5.1% quarter-over-quarter.
  • 4 funds opened new TriplePoint Venture Growth BDC positions in Q2 2016 and 4 closed out, a net change of 0 holders.
  • The largest TriplePoint Venture Growth BDC buyer in Q2 2016 was Ares Management, an estimated $2.21M added.
  • The largest TriplePoint Venture Growth BDC seller in Q2 2016 was Philadelphia Financial Management of San Francisco, an estimated $6.44M sold.

Based on aggregated 13F filings for Q2 2016.