WhiteHorse Finance
WHF
33 hedge funds and large institutions have $32.8M invested in WhiteHorse Finance in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 8 closing their positions.
0.6% less ownership
Funds ownership: 13.16% → 12.56% (-0.6%)
11% less funds holding
Funds holding: 37 → 33 (-4)
13% less capital invested
Capital invested by funds: $37.6M → $32.8M (-$4.76M)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Resource America
New York
|
+$515K |
| 2 |
AR
Advisory Research
Chicago,
Illinois
|
+$456K |
| 3 |
SMDAM
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
|
+$416K |
| 4 |
JP Morgan Chase
New York
|
+$272K |
| 5 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$169K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Ativo Capital Management
Chicago,
Illinois
|
-$1.08M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$536K |
| 3 |
Axa
Paris,
France
|
-$462K |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$311K |
| 5 |
FCM
FJ Capital Management
Mclean,
Virginia
|
-$238K |
WHF Hedge Fund Activity: Q4 2018 in Review
33 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WhiteHorse Finance (WHF) for Q4 2018, worth a combined $32.8M — down 13% from $37.6M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of WHF and 5 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 10 added.
The largest buyer was Resource America, adding an estimated $515K. The largest seller was Ativo Capital Management, exiting entirely with an estimated $1.08M sold.
- 33 institutional investors held WhiteHorse Finance (WHF) as of Q4 2018, down from 37 in Q3 2018.
- Funds reported $32.8M of WhiteHorse Finance stock for Q4 2018, down 13% quarter-over-quarter.
- 5 funds opened new WhiteHorse Finance positions in Q4 2018 and 8 closed out, a net change of -3 holders.
- The largest WhiteHorse Finance buyer in Q4 2018 was Resource America, an estimated $515K added.
- The largest WhiteHorse Finance seller in Q4 2018 was Ativo Capital Management, an estimated $1.08M sold.
Based on aggregated 13F filings for Q4 2018.