WhiteHorse Finance
WHF
48 hedge funds and large institutions have $47.6M invested in WhiteHorse Finance in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 10 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
31% more capital invested
Capital invested by funds: $36.3M → $47.6M (+$11.3M)
10% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 10
2% more funds holding
Funds holding: 47 → 48 (+1)
1.83% more ownership
Funds ownership: 11.45% → 13.28% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$10.6M |
| 2 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$901K |
| 3 |
Two Sigma Advisers
New York
|
+$886K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$359K |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$341K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$853K |
| 2 |
MC
Muzinich & Co
New York
|
-$852K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$746K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$483K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$369K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Acadian Asset Management
Boston,
Massachusetts
| – | -$369K | -24,322 | Closed |
|
52
Axa
Paris,
France
| – | -$260K | -17,100 | Closed |
|
|
CA
53
Cetera Advisors
Denver,
Colorado
| – | -$245K | -16,125 | Closed |
|
|
AWA
54
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$57K | -3,788 | Closed |
|
|
WAM
55
Wolverine Asset Management
Chicago,
Illinois
| – | -$29K | -1,917 | Closed |
|
|
APA
56
American Portfolios Advisors
Holbrook,
New York
| – | -$22K | -1,445 | Closed |
|
|
CFA
57
Cahill Financial Advisors
Edina,
Minnesota
| – | -$9K | -583 | Closed |
|
|
LFG
58
Larson Financial Group
St Louis,
Missouri
| – | -$4K | -252 | Closed |
|
WHF Hedge Fund Activity: Q4 2021 in Review
48 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WhiteHorse Finance (WHF) for Q4 2021, worth a combined $47.6M — up 31% from $36.3M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new WHF positions and 10 closed out — a net gain of 1 holder — while 17 added to existing stakes and 10 trimmed.
The largest buyer was Invesco, opening a new position worth an estimated $10.6M. The largest seller was Sumitomo Mitsui Trust Group, exiting entirely with an estimated $853K sold.
- 48 institutional investors held WhiteHorse Finance (WHF) as of Q4 2021, up from 47 in Q3 2021.
- Funds reported $47.6M of WhiteHorse Finance stock for Q4 2021, up 31% quarter-over-quarter.
- 11 funds opened new WhiteHorse Finance positions in Q4 2021 and 10 closed out, a net change of +1 holder.
- The largest WhiteHorse Finance buyer in Q4 2021 was Invesco, an estimated $10.6M added.
- The largest WhiteHorse Finance seller in Q4 2021 was Sumitomo Mitsui Trust Group, an estimated $853K sold.
Based on aggregated 13F filings for Q4 2021.