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TriplePoint Venture Growth BDC

51 hedge funds and large institutions have $81.6M invested in TriplePoint Venture Growth BDC in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

2% more funds holding

Funds holding: 5051 (+1)

2.62% less ownership

Funds ownership: 40.94%38.32% (-2.6%)

10% less capital invested

Capital invested by funds: $91.2M → $81.6M (-$9.55M)

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
18
Reduced
16
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
$16.8M +$197K +14,437 +1%
CIM
2
Confluence Investment Management
Missouri
$9.56M -$126K -9,243 -1%
AAM
3
Advisors Asset Management
Colorado
$9.55M -$1.15M -84,455 -11%
AM
4
Ares Management
California
$6.75M
Wells Fargo
5
Wells Fargo
California
$5.22M +$56.2K +4,121 +1%
UBS Group
6
UBS Group
Switzerland
$3.82M -$2.72M -199,126 -41%
GC
7
Guggenheim Capital
Illinois
$3.02M -$250K -18,365 -7%
AllianceBernstein
8
AllianceBernstein
Tennessee
$2.99M -$52.7K -3,864 -2%
PI
9
Putnam Investments
Massachusetts
$2.83M -$645K -47,300 -18%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$2.54M +$2.6M +191,000 New
DM
11
Delphi Management
Massachusetts
$2.27M +$765K +56,121 +49%
MVP
12
Miller Value Partners
Florida
$1.63M
NFA
13
Nuveen Fund Advisors
Illinois
$1.48M +$202K +14,797 +15%
BlackRock
14
BlackRock
New York
$1.44M -$214K -15,690 -13%
PAM
15
PVG Asset Management
Colorado
$1.38M -$264K -19,372 -16%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$1.13M -$153K -11,200 -12%
EIM
17
Essex Investment Management
Massachusetts
$1.02M +$559K +41,028 +116%
Morgan Stanley
18
Morgan Stanley
New York
$851K +$89.8K +6,586 +11%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$694K
BCM
20
Buckhead Capital Management
Georgia
$671K
TG
21
TCW Group
California
$662K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$645K +$70.8K +5,195 +12%
SCM
23
Shelton Capital Management
Colorado
$635K +$423K +31,000 +186%
MWNA
24
Marshall Wace North America
New York
$565K +$593K +43,462 New
Two Sigma Investments
25
Two Sigma Investments
New York
$436K -$185K -13,592 -29%

TPVG Hedge Fund Activity: Q2 2017 in Review

51 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in TriplePoint Venture Growth BDC (TPVG) for Q2 2017, worth a combined $81.6M — down 10% from $91.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TPVG positions and 8 closed out — a net gain of 1 holder — while 18 added to existing stakes and 16 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $2.6M. The largest seller was UBS Group, cutting an estimated $2.72M.

  • 51 institutional investors held TriplePoint Venture Growth BDC (TPVG) as of Q2 2017, up from 50 in Q1 2017.
  • Funds reported $81.6M of TriplePoint Venture Growth BDC stock for Q2 2017, down 10% quarter-over-quarter.
  • 9 funds opened new TriplePoint Venture Growth BDC positions in Q2 2017 and 8 closed out, a net change of +1 holder.
  • The largest TriplePoint Venture Growth BDC buyer in Q2 2017 was Bank of Montreal, an estimated $2.6M added.
  • The largest TriplePoint Venture Growth BDC seller in Q2 2017 was UBS Group, an estimated $2.72M sold.

Based on aggregated 13F filings for Q2 2017.