Institutional Holders (2026 Q1)
125 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BA/PRA. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Jones Road Capital Management, L.P. | 6.19% | 52,700 | $3.4M |
| 2 | Financial Sense Advisors, Inc. | 5.31% | 403,324 | $26.2M |
| 3 | Ssi Investment Management LLC | 2.01% | 449,250 | $29.2M |
| 4 | Mackay Shields LLC | 1.98% | 829,414 | $53.9M |
| 5 | Bourgeon Capital Management LLC | 1.73% | 153,874 | $10.0M |
| 6 | Pier 88 Investment Partners LLC | 1.57% | 97,300 | $6.3M |
| 7 | Advent Capital Management /de/ | 1.55% | 867,181 | $56.4M |
| 8 | Palouse Capital Management, Inc. | 1.52% | 35,425 | $2.3M |
| 9 | Oxbow Advisors, LLC | 1.39% | 251,429 | $16.3M |
| 10 | Shaolin Capital Management LLC | 1.36% | 561,116 | $36.7M |
| 11 | Point Windward Advisors Inc. | 1.28% | 39,429 | $2.6M |
| 12 | Advisors Capital Management, LLC | 0.94% | 1,249,158 | $81.0M |
| 13 | Portman Square Capital LLP | 0.89% | 356,000 | $23.0M |
| 14 | Nicholas Investment Partners, LP | 0.84% | 179,250 | $11.6M |
| 15 | LuminArx Capital Management LP | 0.71% | 15,000 | $970K |
| 16 | Calamos Advisors LLC | 0.66% | 2,863,092 | $185.8M |
| 17 | Lazari Capital Management, INC. | 0.65% | 28,875 | $1.9M |
| 18 | Hohimer Wealth Management, LLC | 0.65% | 84,800 | $5.5M |
| 19 | Rational Advisors, INC. | 0.64% | 97,300 | $6.3M |
| 20 | Ares Systematic Credit Ltd | 0.64% | 13,142 | $814K |
| 21 | Infrastructure Capital Advisors, LLC | 0.54% | 120,482 | $7.7M |
| 22 | Voya Investment Management LLC | 0.52% | 7,747,380 | $502.7M |
| 23 | Laffer Tengler Investments, INC. | 0.49% | 51,005 | $3.3M |
| 24 | Sanders Morris Harris LLC | 0.48% | 47,083 | $3.1M |
| 25 | Uniplan Investment Counsel, Inc. | 0.44% | 66,505 | $4.3M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|