HolderBook

KCAP FINL INC (KCAP)

Institutional ownership reported to the SEC as of Q1 2019, across 2 quarters.

32
Reporting holders
$31.3M
Reported value
0.0%
Held as options
-7
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
CREDIT SUISSE AG/$11.7M3,239,5930.01%2q-2.6%-$319.0K
Callodine Capital Management, LP$6.2M1,724,3613.07%2q+52.9%+$2.2M
Advisors Asset Management, Inc.$3.2M895,5240.03%5q+22.4%+$594.0K
UBS Group AG$2.5M684,0100.00%2q+2.5%+$59.8K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.7M463,6460.00%newNEW
CONFLUENCE INVESTMENT MANAGEMENT LLC$1.2M340,4720.02%2qHELD
Diversified Trust Co$980.0K270,8270.05%2q+2.6%+$25.3K
Legal & General Group Plc$665.0K183,3930.00%2q+18.3%+$102.8K
Invesco Ltd.$579.0K159,9850.00%newNEW
Muzinich & Co., Inc.$522.0K144,2660.04%2q-47.7%-$476.7K
PRIVATE MANAGEMENT GROUP INC$478.0K132,0820.02%2q-94.6%-$8.4M
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$329.0K91,0020.00%2qHELD
TWO SIGMA ADVISERS, LP$274.0K75,6540.00%2q-2.7%-$7.6K
BANK OF AMERICA CORP /DE/$183.0K50,6320.00%2q-6.4%-$12.5K
MORGAN STANLEY$141.0K38,8150.00%6q+32.3%+$34.5K
Creative Planning$126.0K34,8650.00%2q+20.8%+$21.7K
THOROUGHBRED FINANCIAL SERVICES, LLC$92.0K25,3220.04%2qHELD
TWO SIGMA INVESTMENTS, LP$68.0K18,7360.00%2q-19.3%-$16.3K
LPL Financial LLC$58.0K16,0530.00%2qHELD
LADENBURG THALMANN FINANCIAL SERVICES INC.$57.0K15,6310.00%2q+184.2%+$36.9K
Alpine Global Management, LLC$52.0K14,2850.02%newNEW
Advisor Group, Inc.$29.0K7,9000.00%2q+132.4%+$16.5K
JPMORGAN CHASE & CO$23.0K6,2220.00%2q-19.4%-$5.5K
ROYAL BANK OF CANADA$17.0K4,8310.00%2q+1.9%
Legacy Bridge, LLC$12.0K3,2000.01%newNEW
Barnett & Company, Inc.$9.0K2,5000.01%2q-28.3%-$3.5K
Hudock Capital Group, LLC$6.0K1,7380.00%2q-21.6%-$1.7K
WELLS FARGO & COMPANY/MN$4.0K1,0000.00%2q-68.1%-$8.5K
FIRST HAWAIIAN BANK$4.0K1,0600.00%2qHELD
SECURITY NATIONAL TRUST CO$2.0K5000.00%2qHELD
Tradewinds Capital Management, LLC$2.0K5600.00%2qHELD
Quad-Cities Investment Group, LLC$1.0K2000.00%2qHELD

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q1 201932$31.3M8,648,865410100.0%
Q4 201839$36.9M10,664,8170300.0%