Sound Point Meridian CapitalSPMC
13F holders, Q1 2025 (March 31)17holders +3
4new positions
1sold out
1famous investor
$19.18avg. 13F price*
At the end of Q1 2025, 17 institutions reported holding Sound Point Meridian Capital (SPMC) in their 13F filings, up 3 from Q4 2024. 4 opened new positions and 1 sold out. The largest holders were Goldman Sachs Group Inc. ($10.0M), Bank of America Corp. ($10.0M) and Thomas J. Herzfeld Advisors, Inc. ($4.5M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $282K |
| Exits | 1 | $48K |
All 13F filers, Q4 2024 → Q1 2025: 137,598 shares bought and 130,251 shares sold, net +7,347 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Goldman Sachs Group Inc. | 0.00% | Add +0.1% | 500,765 | $10.0M |
| Bank of America Corp. | 0.00% | Add +0.1% | 500,264 | $10.0M |
| Thomas J. Herzfeld Advisors, Inc. | 1.53% | Reduce -32.7% | 225,137 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.6% | 145,851 | $2.9M |
| Marshall Wace, LLP | 0.00% | Add +221.1% | 56,989 | $1.1M |
| Running Point Capital Advisors, LLC | 0.18% | Add +31.1% | 29,101 | $580K |
| Choreo, LLC | 0.01% | Reduce -44.1% | 23,396 | $467K |
| Black Swift Group, LLC | 0.10% | No change | 22,500 | $449K |
| Oppenheimer & Co. Inc. | 0.00% | Add +1.0% | 16,082 | $321K |
| Morgan Stanley | 0.00% | Add +3.6% | 15,188 | $303K |
| Citadel Advisors | 0.00% | Add +12.9% | 14,784 | $295K |
| BlackRock, Inc. | 0.00% | New | 11,974 | $239K |
| BRC Group Holdings, Inc. | 0.04% | New | 63,694 | $30K |
| Barclays PLC | 0.00% | New | 469 | $9K |
| Royal Bank of Canada | 0.00% | Reduce -25.4% | 185 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 200 | $4K |
| Osaic Holdings, Inc. | 0.00% | Add +128.6% | 192 | $4K |
"% of holder's portfolio" is SPMC's weight in each manager's 13F, not the share of Sound Point Meridian Capital the manager owns.