Sound Point Meridian CapitalSPMC
13F holders, Q4 2024 (December 31)14holders +2
3new positions
1sold out
1famous investor
$20.90avg. 13F price*
At the end of Q4 2024, 14 institutions reported holding Sound Point Meridian Capital (SPMC) in their 13F filings, up 2 from Q3 2024. 3 opened new positions and 1 sold out. The largest holders were Goldman Sachs Group Inc. ($10.4M), Bank of America Corp. ($10.4M) and Thomas J. Herzfeld Advisors, Inc. ($7.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Sound Point Meridian Capital
- CUSIP
- 83617A108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.1M |
| Exits | 1 | $511K |
All 13F filers, Q3 2024 → Q4 2024: 62,864 shares bought and 136,342 shares sold, net −73,478 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Goldman Sachs Group Inc. | 0.00% | No change | 500,000 | $10.4M |
| Bank of America Corp. | 0.00% | No change | 500,000 | $10.4M |
| Thomas J. Herzfeld Advisors, Inc. | 2.24% | Reduce -20.7% | 334,544 | $7.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.1% | 134,249 | $2.8M |
| Choreo, LLC | 0.01% | Reduce -1.9% | 41,869 | $878K |
| Black Swift Group, LLC | 0.10% | No change | 22,500 | $470K |
| Running Point Capital Advisors, LLC | 0.16% | New | 22,194 | $464K |
| Marshall Wace, LLP | 0.00% | New | 17,747 | $371K |
| Oppenheimer & Co. Inc. | 0.01% | Add +15.6% | 15,920 | $333K |
| Morgan Stanley | 0.00% | Add +110.0% | 14,666 | $307K |
| Citadel Advisors | 0.00% | New | 13,095 | $274K |
| UBS Group AG | 0.00% | Reduce -42.2% | 2,308 | $48K |
| Royal Bank of Canada | 0.00% | Reduce -20.0% | 248 | $5K |
| Osaic Holdings, Inc. | 0.00% | Reduce -88.0% | 84 | $2K |
"% of holder's portfolio" is SPMC's weight in each manager's 13F, not the share of Sound Point Meridian Capital the manager owns.