BlackRock 2022 Global Income Opportunity Trust
BGIO
BGIO was delisted on the 13th of December, 2021.
30 hedge funds and large institutions have $41.7M invested in BlackRock 2022 Global Income Opportunity Trust in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
7% more funds holding
Funds holding: 28 → 30 (+2)
1% more capital invested
Capital invested by funds: $41.3M → $41.7M (+$444K)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $216K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$658K |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$266K |
| 3 |
Morgan Stanley
New York
|
+$243K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$120K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$93.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.24M |
| 2 |
BlackRock
New York
|
-$767K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$207K |
| 4 |
CWS
Cypress Wealth Services
Palm Desert,
California
|
-$191K |
| 5 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$116K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFWA
26
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| $87K | +$85.1K | +10,000 | New |
|
|
TIM
27
Tortoise Investment Management
White Plains,
New York
| $48K | – | – | – |
|
28
Rockefeller Capital Management
New York
| $21K | – | – | – |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $10K | +$9.92K | +1,166 | New |
|
|
TJHA
30
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $3K | – | – | – |
|
|
CWS
31
Cypress Wealth Services
Palm Desert,
California
| – | -$191K | -22,500 | Closed |
|
BGIO Hedge Fund Activity: Q3 2020 in Review
30 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in BlackRock 2022 Global Income Opportunity Trust (BGIO) for Q3 2020, worth a combined $41.7M — up 1.1% from $41.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BGIO positions and 2 closed out — a net gain of 2 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $658K. The largest seller was Wells Fargo, cutting an estimated $1.24M.
- 30 institutional investors held BlackRock 2022 Global Income Opportunity Trust (BGIO) as of Q3 2020, up from 28 in Q2 2020.
- Funds reported $41.7M of BlackRock 2022 Global Income Opportunity Trust stock for Q3 2020, up 1.1% quarter-over-quarter.
- 4 funds opened new BlackRock 2022 Global Income Opportunity Trust positions in Q3 2020 and 2 closed out, a net change of +2 holders.
- The largest BlackRock 2022 Global Income Opportunity Trust buyer in Q3 2020 was LPL Financial, an estimated $658K added.
- The largest BlackRock 2022 Global Income Opportunity Trust seller in Q3 2020 was Wells Fargo, an estimated $1.24M sold.
Based on aggregated 13F filings for Q3 2020.