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BCV

Bancroft Fund

43 hedge funds and large institutions have $316M invested in Bancroft Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

891% more capital invested

Capital invested by funds: $31.9M → $316M (+$284M)

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

13% more funds holding

Funds holding: 3843 (+5)

2.73% more ownership

Funds ownership: 25.62%28.35% (+2.7%)

28% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
13
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$309K -$176K -9,966 -36%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$283K -$2.26K -128 -0.8%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$283K -$24.3K -1,377 -8%
CRC
29
Curi RMB Capital
Illinois
$266K
Raymond James Financial
30
Raymond James Financial
Florida
$222K +$221K +12,520 New
Stifel Financial
31
Stifel Financial
Missouri
$208K +$207K +11,717 New
ME
32
McIlrath & Eck
Washington
$129K +$2.22K +126 +2%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$116K
Osaic Holdings
34
Osaic Holdings
Arizona
$66.7K -$11.2K -634 -14%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$34.9K +$582 +33 +2%
TF
36
Tandem Financial
Colorado
$18.1K +$18K +1,022 New
AA
37
Ancora Advisors
Ohio
$17.7K
NWMP
38
Noble Wealth Management PBC
Colorado
$17.7K +$17.6K +1,000 New
Bank of America
39
Bank of America
North Carolina
$6.84K +$106 +6 +2%
LI
40
LRI Investments
Florida
$5.41K +$88 +5 +2%
TRCT
41
Tower Research Capital (TRC)
New York
$3.74K +$53 +3 +1%
LWANC
42
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.54K +$3.53K +200 New
CA
43
CoreCap Advisors
Michigan
$256
WAM
44
Wolverine Asset Management
Illinois
-$461K -27,478 Closed
MIA
45
MeadowBrook Investment Advisors
Michigan
-$20.1K -1,200 Closed

BCV Hedge Fund Activity: Q4 2024 in Review

43 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Bancroft Fund (BCV) for Q4 2024, worth a combined $316M — up 891% from $31.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BCV positions and 2 closed out — a net gain of 6 holders — while 13 added to existing stakes and 18 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $1.87M. The largest seller was Cornerstone Advisors, cutting an estimated $576K.

  • 43 institutional investors held Bancroft Fund (BCV) as of Q4 2024, up from 38 in Q3 2024.
  • Funds reported $316M of Bancroft Fund stock for Q4 2024, up 891% quarter-over-quarter.
  • 8 funds opened new Bancroft Fund positions in Q4 2024 and 2 closed out, a net change of +6 holders.
  • The largest Bancroft Fund buyer in Q4 2024 was Sit Investment Associates, an estimated $1.87M added.
  • The largest Bancroft Fund seller in Q4 2024 was Cornerstone Advisors, an estimated $576K sold.

Based on aggregated 13F filings for Q4 2024.