WhiteHorse Finance
WHF
55 hedge funds and large institutions have $36.9M invested in WhiteHorse Finance in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 5 closing their positions.
354% more call options, than puts
Call options by funds: $322K | Put options by funds: $71K
47% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 15
0.29% less ownership
Funds ownership: 13.19% → 12.9% (-0.29%)
2% less capital invested
Capital invested by funds: $37.5M → $36.9M (-$578K)
4% less funds holding
Funds holding: 57 → 55 (-2)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Sound Income Strategies
Ft Lauderdale,
Florida
|
+$736K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$401K |
| 3 |
VEA
Virtus ETF Advisers
New York
|
+$194K |
| 4 |
BlackRock
New York
|
+$189K |
| 5 |
Morgan Stanley
New York
|
+$160K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$760K |
| 2 |
QC
Quadrature Capital
London,
United Kingdom
|
-$450K |
| 3 |
Millennium Management
New York
|
-$267K |
| 4 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$210K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
-$171K |
WHF Hedge Fund Activity: Q1 2024 in Review
55 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in WhiteHorse Finance (WHF) for Q1 2024, worth a combined $36.9M — down 1.5% from $37.5M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of WHF and 4 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 22 added.
The largest buyer was Sound Income Strategies, adding an estimated $736K. The largest seller was Benjamin F. Edwards & Company, exiting entirely with an estimated $760K sold.
- 55 institutional investors held WhiteHorse Finance (WHF) as of Q1 2024, down from 57 in Q4 2023.
- Funds reported $36.9M of WhiteHorse Finance stock for Q1 2024, down 1.5% quarter-over-quarter.
- 4 funds opened new WhiteHorse Finance positions in Q1 2024 and 5 closed out, a net change of -1 holder.
- The largest WhiteHorse Finance buyer in Q1 2024 was Sound Income Strategies, an estimated $736K added.
- The largest WhiteHorse Finance seller in Q1 2024 was Benjamin F. Edwards & Company, an estimated $760K sold.
Based on aggregated 13F filings for Q1 2024.