BCV
Bancroft Fund
BCV
BCV
30 hedge funds and large institutions have $29.2M invested in Bancroft Fund in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
-2
Holders Change %
-6.25%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.45M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$824K |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$727K |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
+$307K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$208K |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.56M |
| 2 |
Cohen & Steers
New York
|
-$1.09M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$556K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$352K |
| 5 |
OC
Oppenheimer & Co
New York
|
-$245K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $13K | +$55 | +3 | +0.4% |
|
|
TCOV
27
Trust Company of Vermont
Brattleboro,
Vermont
| $9K | – | – | – |
|
|
OPS
28
Orion Portfolio Solutions
Omaha,
Nebraska
| $6K | +$6K | +303 | New |
|
|
CFA
29
Carroll Financial Associates
Charlotte,
North Carolina
| $1K | – | – | – |
|
|
30
Geode Capital Management
Boston,
Massachusetts
| – | -$352K | -13,527 | Closed |
|
|
OC
31
Oppenheimer & Co
New York
| – | -$245K | -9,381 | Closed |
|
32
LPL Financial
San Diego,
California
| – | -$227K | -8,699 | Closed |
|
|
RJFSA
33
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$220K | -8,440 | Closed |
|