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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.83M |
| 2 |
Millennium Management
New York
|
+$559K |
| 3 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$549K |
| 4 |
QC
Quadrature Capital
London,
United Kingdom
|
+$425K |
| 5 |
SMH
Sanders Morris Harris
Houston,
Texas
|
+$387K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$854K |
| 2 |
AR
Advisory Research
Chicago,
Illinois
|
-$346K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$206K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$173K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$168K |
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.