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TriplePoint Venture Growth BDC

74 hedge funds and large institutions have $113M invested in TriplePoint Venture Growth BDC in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 20

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

9% more capital invested

Capital invested by funds: $103M → $113M (+$9.52M)

4% more funds holding

Funds holding: 7174 (+3)

1% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $2.08M

0.6% less ownership

Funds ownership: 25.92%25.32% (-0.6%)

Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
31
Reduced
20
Closed
10
Calls
$2.1M
Puts
$2.08M
Net Calls
+$15K
Net Calls Change
-$253K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$25.9M
ClearBridge Investments
2
ClearBridge Investments
New York
$17.3M -$1.84M -130,830 -10%
VanEck Associates
3
VanEck Associates
New York
$7.84M +$1.15M +81,562 +18%
SIS
4
Sound Income Strategies
Florida
$5.06M +$4.9M +347,842 +13,705%
Two Sigma Advisers
5
Two Sigma Advisers
New York
$3.49M +$1.21M +85,600 +55%
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$3.46M -$1.13M -80,339 -25%
Legal & General Group
7
Legal & General Group
United Kingdom
$3.14M -$236K -16,760 -7%
AAM
8
Advisors Asset Management
Colorado
$3.13M -$2.72K -193 -0.1%
AllianceBernstein
9
AllianceBernstein
Tennessee
$3.07M -$1.56M -110,889 -34%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$2.96M +$95.2K +6,760 +3%
Two Sigma Investments
11
Two Sigma Investments
New York
$2.91M +$672K +47,696 +31%
Morgan Stanley
12
Morgan Stanley
New York
$2.87M +$604K +42,896 +28%
Wells Fargo
13
Wells Fargo
California
$2.65M -$147K -10,407 -5%
BlackRock
14
BlackRock
New York
$2.42M -$910K -64,587 -28%
IAIM
15
International Assets Investment Management
Florida
$2.17M +$1.11M +78,860 +100%
CIM
16
Confluence Investment Management
Missouri
$1.57M -$3.09M -219,403 -67%
GC
17
Guggenheim Capital
Illinois
$1.56M -$273K -19,411 -15%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.44M +$81.1K +5,755 +6%
HWAM
19
Hennion & Walsh Asset Management
New Jersey
$1.41M +$1.37M +97,499 New
Citadel Advisors
20
Citadel Advisors
Florida
$1.36M +$229K +16,235 +21%
LCWP
21
Legacy Capital Wealth Partners
Arkansas
$1.19M -$18.5K -1,312 -2%
DM
22
Delphi Management
Massachusetts
$1.13M +$1.1M +78,026 New
Osaic Holdings
23
Osaic Holdings
Arizona
$981K +$4.28K +304 +0.4%
ECM
24
ExodusPoint Capital Management
New York
$937K
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$905K -$82.2K -5,833 -9%

TPVG Hedge Fund Activity: Q1 2021 in Review

74 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in TriplePoint Venture Growth BDC (TPVG) for Q1 2021, worth a combined $113M — up 9.2% from $103M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TPVG positions and 10 closed out — a net gain of 3 holders — while 31 added to existing stakes and 20 trimmed.

The largest buyer was Sound Income Strategies, adding an estimated $4.9M. The largest seller was Ares Management, exiting entirely with an estimated $3.4M sold.

  • 74 institutional investors held TriplePoint Venture Growth BDC (TPVG) as of Q1 2021, up from 71 in Q4 2020.
  • Funds reported $113M of TriplePoint Venture Growth BDC stock for Q1 2021, up 9.2% quarter-over-quarter.
  • 13 funds opened new TriplePoint Venture Growth BDC positions in Q1 2021 and 10 closed out, a net change of +3 holders.
  • The largest TriplePoint Venture Growth BDC buyer in Q1 2021 was Sound Income Strategies, an estimated $4.9M added.
  • The largest TriplePoint Venture Growth BDC seller in Q1 2021 was Ares Management, an estimated $3.4M sold.

Based on aggregated 13F filings for Q1 2021.