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BlackRock Floating Rate Income Trust
BGT

Overview Fund Activity

47 hedge funds and large institutions have $80.9M invested in BlackRock Floating Rate Income Trust in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CBA
Coastal Bridge Advisors
Connecticut
+$3.24M
2
FWIA
Fort Washington Investment Advisors
Ohio
+$2.31M
3
Wells Fargo
Wells Fargo
California
+$1M
4
GC
Guggenheim Capital
Illinois
+$853K
5
LPL Financial
LPL Financial
California
+$555K

Top Sellers

1
YMRC
Yorktown Management & Research Company
Virginia
-$2.74M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$2.19M
3
Morgan Stanley
Morgan Stanley
New York
-$1.9M
4
SFS
Shaker Financial Services
Virginia
-$712K
5
1CP
1607 Capital Partners
Virginia
-$531K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$371K – – –
RT
27
Rockland Trust
Massachusetts
$370K +$36.6K +2,597 +11%
AGA
28
Accuvest Global Advisors
Utah
$347K -$347K -24,625 -50%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$292K +$55.2K +3,922 +23%
CS
30
Credit Suisse
Switzerland
$247K -$435K -31,006 -64%
VKH
31
Virtu KCG Holdings
New York
$247K +$247K +17,536 New
RJA
32
Raymond James & Associates
Florida
$217K +$31.7K +2,245 +17%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$189K +$189K +13,440 New
AG
34
Advisor Group
Arizona
$186K +$89.2K +6,317 +92%
FFA
35
First Foundation Advisors
California
$182K – – –
ACI
36
Alpha Cubed Investments
California
$165K +$165K +11,684 New
SPC
37
Sigma Planning Corp
Michigan
$154K -$1.03K -73 -0.7%
GWM
38
Geneos Wealth Management
Colorado
$136K -$5.61K -400 -4%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$102K +$10.2K +722 +11%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$72K -$2.23K -158 -3%
AOWM
41
Alpha Omega Wealth Management
Virginia
$51K +$51K +3,600 New
Creative Planning
42
Creative Planning
Kansas
$17K -$28.7K -2,027 -63%
BTIS
43
BB&T Investment Services
North Carolina
$9K +$9K +607 New
PCM
44
Penserra Capital Management
California
$5K +$660 +50 +15%
IA
45
IFP Advisors
Florida
$4K – – –
YMRC
46
Yorktown Management & Research Company
Virginia
– -$2.74M -202,509 Closed
Kovitz Investment Group Partners
47
Kovitz Investment Group Partners
Illinois
– -$2.19M -161,988 Closed
SFS
48
Shaker Financial Services
Virginia
– -$712K -52,697 Closed
1CP
49
1607 Capital Partners
Virginia
– -$531K -39,243 Closed
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
– -$495K -36,603 Closed
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