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BCV

Bancroft Fund

38 hedge funds and large institutions have $20.7M invested in Bancroft Fund in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% less ownership

Funds ownership: 23.81%22.54% (-1.3%)

7% less capital invested

Capital invested by funds: $22.4M → $20.7M (-$1.65M)

10% less funds holding

Funds holding: 4238 (-4)

18% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 17

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
14
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$2.32M +$140K +9,081 +7%
SCM
2
Saba Capital Management
New York
$1.84M +$1.09M +70,391 +151%
CA
3
Cornerstone Advisors
North Carolina
$1.78M +$409K +26,489 +30%
JGUA
4
John G. Ullman & Associates
New York
$1.51M -$71K -4,600 -5%
Morgan Stanley
5
Morgan Stanley
New York
$1.37M +$9.54K +618 +0.7%
UBS Group
6
UBS Group
Switzerland
$1.09M -$141K -9,157 -12%
SFS
7
Shaker Financial Services
Virginia
$1.06M -$888K -57,557 -46%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1M +$81.6K +5,288 +9%
Ameriprise
9
Ameriprise
Minnesota
$853K +$262K +16,960 +45%
CPRC
10
Consolidated Portfolio Review Corp
New York
$814K -$98.2K -6,360 -11%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$750K -$41.5K -2,691 -5%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$676K -$42.1K -2,727 -6%
LPL Financial
13
LPL Financial
California
$606K -$18.4K -1,193 -3%
LCM
14
Landscape Capital Management
New Jersey
$545K +$40.1K +2,599 +8%
GCIA
15
Gabelli & Co Investment Advisers
New York
$486K -$30.9K -2,000 -6%
GC
16
Guggenheim Capital
Illinois
$419K +$150K +9,724 +57%
Wells Fargo
17
Wells Fargo
California
$416K -$10.8K -699 -3%
NA
18
NewEdge Advisors
Louisiana
$370K -$4.63K -300 -1%
BI
19
Bulldog Investors
New Jersey
$350K
CRC
20
Curi RMB Capital
Illinois
$313K
AA
21
AQR Arbitrage
Connecticut
$306K -$32.8K -2,128 -10%
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$293K +$46.4K +3,004 +19%
Koshinski Asset Management
23
Koshinski Asset Management
Illinois
$285K -$146K -9,478 -34%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$274K -$15.3K -992 -5%
RJA
25
Raymond James & Associates
Florida
$250K -$55.1K -3,573 -18%

BCV Hedge Fund Activity: Q2 2024 in Review

38 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Bancroft Fund (BCV) for Q2 2024, worth a combined $20.7M — down 7.4% from $22.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BCV and 1 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 14 added.

The largest buyer was Saba Capital Management, adding an estimated $1.09M. The largest seller was PFG Investments, exiting entirely with an estimated $1.01M sold.

  • 38 institutional investors held Bancroft Fund (BCV) as of Q2 2024, down from 42 in Q1 2024.
  • Funds reported $20.7M of Bancroft Fund stock for Q2 2024, down 7.4% quarter-over-quarter.
  • 1 fund opened new Bancroft Fund positions in Q2 2024 and 5 closed out, a net change of -4 holders.
  • The largest Bancroft Fund buyer in Q2 2024 was Saba Capital Management, an estimated $1.09M added.
  • The largest Bancroft Fund seller in Q2 2024 was PFG Investments, an estimated $1.01M sold.

Based on aggregated 13F filings for Q2 2024.