BCV

Bancroft Fund
BCV

Overview Fund Activity

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
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
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$1.88M
2
MA
Mezzasalma Advisors
New Jersey
+$723K
3
SCM
Saba Capital Management
New York
+$519K
4
GCIA
Gabelli & Co Investment Advisers
New York
+$496K
5
GC
Guggenheim Capital
Illinois
+$442K

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$17.4M
2
CA
Cornerstone Advisors
North Carolina
-$579K
3
WAM
Wolverine Asset Management
Illinois
-$461K
4
SFS
Shaker Financial Services
Virginia
-$329K
5
LCM
Landscape Capital Management
New Jersey
-$176K
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
26
Landscape Capital Management
New Jersey
$309K -$176K -9,966 -36%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$283K -$2.27K -128 -0.8%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$283K -$24.4K -1,377 -8%
CRC
29
Curi RMB Capital
Illinois
$266K – – –
Raymond James Financial
30
Raymond James Financial
Florida
$222K +$222K +12,520 New
Stifel Financial
31
Stifel Financial
Missouri
$208K +$208K +11,717 New
ME
32
McIlrath & Eck
Washington
$129K +$2.23K +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 +$584 +33 +2%
TF
36
Tandem Financial
Colorado
$18.1K +$18.1K +1,022 New
AA
37
Ancora Advisors
Ohio
$17.7K – – –
NWMP
38
Noble Wealth Management PBC
Colorado
$17.7K +$17.7K +1,000 New
Bank of America
39
Bank of America
North Carolina
$6.84K +$106 +6 +2%
LI
40
LRI Investments
Florida
$5.41K +$89 +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 +$3.54K +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
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