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WhiteHorse Finance
WHF

Overview Fund Activity

38 hedge funds and large institutions have $24.4M invested in WhiteHorse Finance in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Axa
Axa
France
$446K
2
Morgan Stanley
Morgan Stanley
New York
$3.16M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$403K
4
FIM
Freedom Investment Management
Connecticut
$138K
5
BlackRock
BlackRock
New York
$768K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$6.83M
2
Two Sigma Investments
Two Sigma Investments
New York
$965K
3
Two Sigma Advisers
Two Sigma Advisers
New York
$1.17M
4
Macquarie Group
Macquarie Group
Australia
$265K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$40K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$6.83M -$1.31M -97,421 -16%
Morgan Stanley
2
Morgan Stanley
New York
$3.16M +$204K +15,181 +7%
UBS Group
3
UBS Group
Switzerland
$2.87M -$165K -12,291 -5%
RA
4
Resource America
New York
$1.45M +$1.45M +107,838 New
ACM
5
Ativo Capital Management
Illinois
$1.29M +$116K +8,650 +10%
Two Sigma Advisers
6
Two Sigma Advisers
New York
$1.17M -$624K -46,500 -35%
Two Sigma Investments
7
Two Sigma Investments
New York
$965K -$638K -47,525 -40%
BlackRock
8
BlackRock
New York
$768K +$119K +8,848 +18%
AM
9
Ares Management
California
$701K -$132K -9,857 -16%
IA
10
IFP Advisors
Florida
$686K +$10.3K +768 +2%
RJA
11
Raymond James & Associates
Florida
$592K +$107K +8,000 +22%
SGI
12
Summit Global Investments
Utah
$534K +$70.6K +5,260 +15%
Nuveen Asset Management
13
Nuveen Asset Management
Illinois
$461K – – –
Axa
14
Axa
France
$446K +$275K +20,517 +162%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$403K +$152K +11,345 +61%
NFA
16
Nuveen Fund Advisors
Illinois
$307K -$24.3K -1,807 -7%
Macquarie Group
17
Macquarie Group
Australia
$265K -$226K -16,837 -46%
BCM
18
Buckhead Capital Management
Georgia
$228K – – –
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$187K -$5.16K -384 -3%
BTS
20
BB&T Securities
Virginia
$174K – – –
FIM
21
Freedom Investment Management
Connecticut
$138K +$138K +10,311 New
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$134K -$122K -9,100 -48%
TC
23
Telemus Capital
Michigan
$134K – – –
Wells Fargo
24
Wells Fargo
California
$101K +$50.8K +3,799 +101%
AIM
25
Advantage Investment Management
Iowa
$88K +$8.19K +607 +10%
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