BlackRock 2022 Global Income Opportunity Trust
BGIO
BGIO was delisted on the 13th of December, 2021.
33 hedge funds and large institutions have $47.8M invested in BlackRock 2022 Global Income Opportunity Trust in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 5 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
4% more capital invested
Capital invested by funds: $46M → $47.8M (+$1.81M)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
3% less funds holding
Funds holding: 34 → 33 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.21M |
| 2 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
+$911K |
| 3 |
Morgan Stanley
New York
|
+$303K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$209K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$961K |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$946K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$367K |
| 4 |
Millennium Management
New York
|
-$186K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$138K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GIA
26
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| $151K | – | – | – |
|
27
Commonwealth Equity Services
Waltham,
Massachusetts
| $145K | +$275 | +30 | +0.2% |
|
28
Citadel Advisors
Miami,
Florida
| $92K | +$91.9K | +10,026 | New |
|
|
WAM
29
Wolverine Asset Management
Chicago,
Illinois
| $64K | -$63.5K | -6,931 | -50% |
|
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $44K | – | – | – |
|
|
CHC
31
City Holding Co
Charleston,
West Virginia
| $32K | +$32.1K | +3,500 | New |
|
32
Rockefeller Capital Management
New York
| $22K | – | – | – |
|
|
AWA
33
Arkadios Wealth Advisors
Atlanta,
Georgia
| $6K | +$110 | +12 | +2% |
|
|
SFS
34
Shaker Financial Services
Arlington,
Virginia
| – | -$961K | -106,281 | Closed |
|
|
RCM
35
Rivernorth Capital Management
West Palm Beach,
Florida
| – | -$946K | -104,650 | Closed |
|
|
36
Millennium Management
New York
| – | -$186K | -20,565 | Closed |
|
|
37
Invesco
Atlanta,
Georgia
| – | -$138K | -15,251 | Closed |
|
|
FIA
38
FNY Investment Advisers
New York
| – | -$25K | -2,857 | Closed |
|
BGIO Hedge Fund Activity: Q1 2021 in Review
33 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BlackRock 2022 Global Income Opportunity Trust (BGIO) for Q1 2021, worth a combined $47.8M — up 3.9% from $46M a quarter earlier.
Fund positioning in BGIO was balanced in Q1 2021: 5 funds opened new positions, 5 closed out, 15 added to existing stakes and 6 trimmed.
The largest buyer was Janney Montgomery Scott, adding an estimated $1.21M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $961K sold.
- 33 institutional investors held BlackRock 2022 Global Income Opportunity Trust (BGIO) as of Q1 2021, down from 34 in Q4 2020.
- Funds reported $47.8M of BlackRock 2022 Global Income Opportunity Trust stock for Q1 2021, up 3.9% quarter-over-quarter.
- 5 funds opened new BlackRock 2022 Global Income Opportunity Trust positions in Q1 2021 and 5 closed out, a net change of 0 holders.
- The largest BlackRock 2022 Global Income Opportunity Trust buyer in Q1 2021 was Janney Montgomery Scott, an estimated $1.21M added.
- The largest BlackRock 2022 Global Income Opportunity Trust seller in Q1 2021 was Shaker Financial Services, an estimated $961K sold.
Based on aggregated 13F filings for Q1 2021.