We are live on ! Find out more
WHF icon

WhiteHorse Finance
WHF

40 hedge funds and large institutions have $29M invested in WhiteHorse Finance in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

580% more capital inflows, than outflows

Capital inflows: $3.2M | Capital outflows: $470K

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

14% more funds holding

Funds holding: 35 → 40 (+5)

1.03% more ownership

Funds ownership: 10.22% → 11.25% (+1%)

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Advisors Asset Management
Advisors Asset Management
Colorado
+$524K
2
AIM
Allen Investment Management
New York
+$476K
3
UBS
UBS
Switzerland
+$371K
4
Nuveen
Nuveen
North Carolina
+$319K
5
Deutsche Bank
Deutsche Bank
Germany
+$314K

Top Sellers

Rank Fund Capital Flow
1
BB&T Securities
BB&T Securities
Virginia
-$282K
2
Northern Trust
Northern Trust
Illinois
-$75.8K
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$47K
4
Citigroup
Citigroup
New York
-$40K
5
Ameriprise
Ameriprise
Minnesota
-$8K

WHF Hedge Fund Activity: Q1 2014 in Review

40 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in WhiteHorse Finance (WHF) for Q1 2014, worth a combined $29M — up 2.5% from $28.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WHF positions and 2 closed out — a net gain of 5 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was Advisors Asset Management, adding an estimated $524K. The largest seller was BB&T Securities, cutting an estimated $282K.

  • 40 institutional investors held WhiteHorse Finance (WHF) as of Q1 2014, up from 35 in Q4 2013.
  • Funds reported $29M of WhiteHorse Finance stock for Q1 2014, up 2.5% quarter-over-quarter.
  • 7 funds opened new WhiteHorse Finance positions in Q1 2014 and 2 closed out, a net change of +5 holders.
  • The largest WhiteHorse Finance buyer in Q1 2014 was Advisors Asset Management, an estimated $524K added.
  • The largest WhiteHorse Finance seller in Q1 2014 was BB&T Securities, an estimated $282K sold.

Based on aggregated 13F filings for Q1 2014.