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BCV

Bancroft Fund

31 hedge funds and large institutions have $28.8M invested in Bancroft Fund in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.58% more ownership

Funds ownership: 29.51%31.08% (+1.6%)

3% more capital invested

Capital invested by funds: $28.1M → $28.8M (+$720K)

3% less funds holding

Funds holding: 3231 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

56% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 16

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$5.15M -$30.4K -1,767 -0.6%
SCM
2
Saba Capital Management
New York
$4.18M +$4M +232,694 New
Morgan Stanley
3
Morgan Stanley
New York
$2.91M -$96.3K -5,604 -3%
AAM
4
Advisors Asset Management
Colorado
$2.67M -$410K -23,860 -14%
GC
5
Guggenheim Capital
Illinois
$1.91M -$14.8K -862 -0.8%
LCM
6
Landscape Capital Management
New Jersey
$1.79M +$238K +13,879 +16%
MC
7
Matisse Capital
Oregon
$1.51M +$732K +42,590 +102%
BI
8
Bulldog Investors
New Jersey
$1.26M -$88.6K -5,158 -7%
MFS
9
MSI Financial Services
Massachusetts
$1.11M +$31.4K +1,829 +3%
GCIA
10
Gabelli & Co Investment Advisers
New York
$994K
RJA
11
Raymond James & Associates
Florida
$829K -$5.45K -317 -0.7%
1CP
12
1607 Capital Partners
Virginia
$773K -$857K -49,904 -54%
LPL Financial
13
LPL Financial
California
$587K +$275 +16 +0%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$526K
Wells Fargo
15
Wells Fargo
California
$389K -$23.4K -1,361 -6%
OC
16
Oppenheimer & Co
New York
$325K +$240 +14 +0.1%
CAAS
17
Capital Asset Advisory Services
Michigan
$308K -$20.1K -1,173 -6%
DA
18
Doliver Advisors
Texas
$283K -$118K -6,876 -30%
GFM
19
Gramercy Funds Management
Connecticut
$283K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$267K -$49.4K -2,878 -16%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$242K +$31.1K +1,809 +15%
CWM
22
Concert Wealth Management
California
$185K -$4.05K -236 -2%
Citigroup
23
Citigroup
New York
$151K -$219K -12,767 -60%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$78K -$41.5K -2,418 -36%
IA
25
IFP Advisors
Florida
$51K +$40.8K +2,376 +26,400%

BCV Hedge Fund Activity: Q1 2016 in Review

31 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Bancroft Fund (BCV) for Q1 2016, worth a combined $28.8M — up 2.6% from $28.1M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of BCV and 2 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 7 added.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $4M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $1.1M sold.

  • 31 institutional investors held Bancroft Fund (BCV) as of Q1 2016, down from 32 in Q4 2015.
  • Funds reported $28.8M of Bancroft Fund stock for Q1 2016, up 2.6% quarter-over-quarter.
  • 2 funds opened new Bancroft Fund positions in Q1 2016 and 3 closed out, a net change of -1 holder.
  • The largest Bancroft Fund buyer in Q1 2016 was Saba Capital Management, an estimated $4M added.
  • The largest Bancroft Fund seller in Q1 2016 was Curi RMB Capital, an estimated $1.1M sold.

Based on aggregated 13F filings for Q1 2016.