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WhiteHorse Finance
WHF

57 hedge funds and large institutions have $39.3M invested in WhiteHorse Finance in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $491K | Put options by funds: $278K

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

8% more funds holding

Funds holding: 53 → 57 (+4)

6% more capital invested

Capital invested by funds: $37.1M → $39.3M (+$2.15M)

1.32% more ownership

Funds ownership: 12.5% → 13.82% (+1.3%)

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
19
Reduced
14
Closed
7
Calls
$491K
Puts
$278K
Net Calls
+$213K
Net Calls Change
+$71K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.83M
2
Millennium Management
Millennium Management
New York
+$559K
3
SIS
Sound Income Strategies
Florida
+$549K
4
QC
Quadrature Capital
United Kingdom
+$425K
5
SMH
Sanders Morris Harris
Texas
+$387K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$854K
2
AR
Advisory Research
Illinois
-$346K
3
AWS
Atria Wealth Solutions
New York
-$206K
4
RJA
Raymond James & Associates
Florida
-$173K
5
UBS Group
UBS Group
Switzerland
-$168K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$11.7K +$11.8K +955 New
Simplex Trading
52
Simplex Trading
Illinois
$2K -$433 -35 -14%
DAM
53
Delta Asset Management
Tennessee
$1.42K – – –
ASN
54
Advisory Services Network
Georgia
$1.08K +$1.09K +88 New
BNP Paribas Financial Markets
55
BNP Paribas Financial Markets
France
$824 +$828 +67 New
Qube Research & Technologies (QRT)
56
Qube Research & Technologies (QRT)
United Kingdom
$381 -$68.7K -5,560 -99%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$12 +$12 +1 New
AR
58
Advisory Research
Illinois
– -$346K -27,078 Closed
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
– -$158K -12,796 Closed
HI
60
Harbour Investments
Wisconsin
– -$28.1K -2,202 Closed
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
– -$13K -1,000 Closed
FFA
62
Farther Finance Advisors
California
– -$6.38K -500 Closed
SCA
63
Stonebridge Capital Advisors
Minnesota
– -$2.76K -216 Closed
BCMLT
64
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$1.26K -98 Closed
1 2
3

WHF Hedge Fund Activity: Q4 2023 in Review

57 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WhiteHorse Finance (WHF) for Q4 2023, worth a combined $39.3M — up 5.8% from $37.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new WHF positions and 7 closed out — a net gain of 4 holders — while 19 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.83M. The largest seller was Advisors Asset Management, cutting an estimated $854K.

  • 57 institutional investors held WhiteHorse Finance (WHF) as of Q4 2023, up from 53 in Q3 2023.
  • Funds reported $39.3M of WhiteHorse Finance stock for Q4 2023, up 5.8% quarter-over-quarter.
  • 11 funds opened new WhiteHorse Finance positions in Q4 2023 and 7 closed out, a net change of +4 holders.
  • The largest WhiteHorse Finance buyer in Q4 2023 was Morgan Stanley, an estimated $1.83M added.
  • The largest WhiteHorse Finance seller in Q4 2023 was Advisors Asset Management, an estimated $854K sold.

Based on aggregated 13F filings for Q4 2023.