WhiteHorse Finance
WHF
56 hedge funds and large institutions have $34.9M invested in WhiteHorse Finance in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 12 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 9
184% more call options, than puts
Call options by funds: $512K | Put options by funds: $180K
0.63% less ownership
Funds ownership: 12.67% → 12.04% (-0.63%)
9% less capital invested
Capital invested by funds: $38.4M → $34.9M (-$3.5M)
11% less funds holding
Funds holding: 63 → 56 (-7)
50% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$535K |
| 2 |
LPL Financial
San Diego,
California
|
+$392K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
+$379K |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$280K |
| 5 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$274K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$649K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$637K |
| 4 |
Jane Street
New York
|
-$600K |
| 5 |
BlackRock
New York
|
-$460K |
WHF Hedge Fund Activity: Q1 2023 in Review
56 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WhiteHorse Finance (WHF) for Q1 2023, worth a combined $34.9M — down 9.1% from $38.4M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of WHF and 6 opened new positions — a net loss of 6 holders — while 9 trimmed existing stakes and 27 added.
The largest buyer was Sound Income Strategies, adding an estimated $535K. The largest seller was Millennium Management, cutting an estimated $1M.
- 56 institutional investors held WhiteHorse Finance (WHF) as of Q1 2023, down from 63 in Q4 2022.
- Funds reported $34.9M of WhiteHorse Finance stock for Q1 2023, down 9.1% quarter-over-quarter.
- 6 funds opened new WhiteHorse Finance positions in Q1 2023 and 12 closed out, a net change of -6 holders.
- The largest WhiteHorse Finance buyer in Q1 2023 was Sound Income Strategies, an estimated $535K added.
- The largest WhiteHorse Finance seller in Q1 2023 was Millennium Management, an estimated $1M sold.
Based on aggregated 13F filings for Q1 2023.