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Sixth Street Specialty

126 hedge funds and large institutions have $707M invested in Sixth Street Specialty in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 32 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more call options, than puts

Call options by funds: $183K | Put options by funds: $53K

69% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 32

1% less capital invested

Capital invested by funds: $711M → $707M (-$4.25M)

5.87% less ownership

Funds ownership: 66.35%60.48% (-5.9%)

7% less funds holding

Funds holding: 135126 (-9)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
126
Holders Change
-9
Holders Change %
-6.67%
% of All Funds
2.88%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
12
Increased
54
Reduced
32
Closed
19
Calls
$183K
Puts
$53K
Net Calls
+$130K
Net Calls Change
+$82K
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Fund Management (CFM)
51
Capital Fund Management (CFM)
France
$1.27M +$233K +12,700 +22%
Mackenzie Financial
52
Mackenzie Financial
Ontario, Canada
$1.26M +$73.3K +4,000 +6%
MCM
53
Monument Capital Management
Virginia
$1.07M -$114K -6,221 -9%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$1M -$74.1K -4,044 -7%
WFI
55
West Family Investments
California
$991K
GCP
56
GSA Capital Partners
United Kingdom
$991K +$503K +27,439 +99%
RJA
57
Raymond James & Associates
Florida
$970K +$230K +12,542 +30%
Connor, Clark & Lunn Investment Management (CC&L)
58
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$954K +$973K +53,150 New
Ameriprise
59
Ameriprise
Minnesota
$901K +$84.8K +4,630 +10%
Aberdeen Group
60
Aberdeen Group
United Kingdom
$862K +$879K +48,000 New
Arrowstreet Capital
61
Arrowstreet Capital
Massachusetts
$857K -$9.09M -496,261 -91%
Goldman Sachs
62
Goldman Sachs
New York
$855K +$218K +11,883 +33%
AIM
63
Allen Investment Management
New York
$834K +$435K +23,748 +104%
RA
64
Resource America
New York
$807K
AWS
65
AJ Wealth Strategies
New York
$778K +$124K +6,772 +18%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$773K +$142K +7,761 +22%
TG
67
TCW Group
California
$757K +$73.3K +4,000 +10%
AIMCA
68
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$748K
SCM
69
Shelton Capital Management
Colorado
$612K -$443K -24,200 -42%
Grantham, Mayo, Van Otterloo & Co (GMO)
70
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$596K
KACA
71
Kayne Anderson Capital Advisors
California
$540K
Macquarie Group
72
Macquarie Group
Australia
$534K -$119K -6,500 -18%
DIM
73
DC Investments Management
Virginia
$526K -$232K -12,654 -30%
NFA
74
Nuveen Fund Advisors
Illinois
$500K -$58.4K -3,190 -10%
TYCC
75
Texas Yale Capital Corp
Florida
$459K +$238K +13,000 +103%

TSLX Hedge Fund Activity: Q2 2018 in Review

126 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Sixth Street Specialty (TSLX) for Q2 2018, worth a combined $707M — down 0.6% from $711M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of TSLX and 12 opened new positions — a net loss of 7 holders — while 32 trimmed existing stakes and 54 added.

The largest buyer was Fidelity Investments, adding an estimated $35.9M. The largest seller was T. Rowe Price Associates, exiting entirely with an estimated $34.8M sold.

  • 126 institutional investors held Sixth Street Specialty (TSLX) as of Q2 2018, down from 135 in Q1 2018.
  • Funds reported $707M of Sixth Street Specialty stock for Q2 2018, down 0.6% quarter-over-quarter.
  • 12 funds opened new Sixth Street Specialty positions in Q2 2018 and 19 closed out, a net change of -7 holders.
  • The largest Sixth Street Specialty buyer in Q2 2018 was Fidelity Investments, an estimated $35.9M added.
  • The largest Sixth Street Specialty seller in Q2 2018 was T. Rowe Price Associates, an estimated $34.8M sold.

Based on aggregated 13F filings for Q2 2018.