BlackRock 2022 Global Income Opportunity Trust
BGIO
BGIO was delisted on the 13th of December, 2021.
34 hedge funds and large institutions have $46M invested in BlackRock 2022 Global Income Opportunity Trust in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
13% more funds holding
Funds holding: 30 → 34 (+4)
10% more capital invested
Capital invested by funds: $41.7M → $46M (+$4.31M)
45% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$931K |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$916K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$586K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$473K |
| 5 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$339K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.07M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$600K |
| 3 |
LC
Lindbrook Capital
Calabasas,
California
|
-$173K |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$110K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$91K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GIA
26
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $149K | – | – | – |
|
27
Commonwealth Equity Services
Waltham,
Massachusetts
| $143K | +$7.89K | +901 | +6% |
|
28
Invesco
Atlanta,
Georgia
| $138K | -$18.4K | -2,100 | -12% |
|
|
WAM
29
Wolverine Asset Management
Chicago,
Illinois
| $126K | +$122K | +13,943 | New |
|
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $43K | +$31.4K | +3,581 | +307% |
|
|
FIA
31
FNY Investment Advisers
New York
| $25K | +$25K | +2,857 | New |
|
32
Rockefeller Capital Management
New York
| $22K | – | – | – |
|
|
AWA
33
Arkadios Wealth Advisors
Atlanta,
Georgia
| $6K | +$6.27K | +716 | New |
|
|
LC
34
Lindbrook Capital
Calabasas,
California
| – | -$173K | -20,000 | Closed |
|
|
35
Citadel Advisors
Miami,
Florida
| – | -$91K | -10,475 | Closed |
|
|
BFWA
36
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| – | -$87K | -10,000 | Closed |
|
|
TIM
37
Tortoise Investment Management
White Plains,
New York
| – | -$48K | -5,500 | Closed |
|
|
TJHA
38
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$3K | -300 | Closed |
|
BGIO Hedge Fund Activity: Q4 2020 in Review
34 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BlackRock 2022 Global Income Opportunity Trust (BGIO) for Q4 2020, worth a combined $46M — up 10% from $41.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BGIO positions and 5 closed out — a net gain of 4 holders — while 6 added to existing stakes and 11 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $931K. The largest seller was UBS Group, cutting an estimated $1.07M.
- 34 institutional investors held BlackRock 2022 Global Income Opportunity Trust (BGIO) as of Q4 2020, up from 30 in Q3 2020.
- Funds reported $46M of BlackRock 2022 Global Income Opportunity Trust stock for Q4 2020, up 10% quarter-over-quarter.
- 9 funds opened new BlackRock 2022 Global Income Opportunity Trust positions in Q4 2020 and 5 closed out, a net change of +4 holders.
- The largest BlackRock 2022 Global Income Opportunity Trust buyer in Q4 2020 was Shaker Financial Services, an estimated $931K added.
- The largest BlackRock 2022 Global Income Opportunity Trust seller in Q4 2020 was UBS Group, an estimated $1.07M sold.
Based on aggregated 13F filings for Q4 2020.