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BlackRock Floating Rate Income Trust
BGT

58 hedge funds and large institutions have $63.4M invested in BlackRock Floating Rate Income Trust in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

5% more funds holding

Funds holding: 55 → 58 (+3)

1.67% more ownership

Funds ownership: 20.64% → 22.31% (+1.7%)

2% less capital invested

Capital invested by funds: $64.5M → $63.4M (-$1.1M)

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MAWAG
Mid-American Wealth Advisory Group
Missouri
+$3.4M
2
Ameriprise
Ameriprise
Minnesota
+$1.21M
3
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
+$846K
4
UBS Group
UBS Group
Switzerland
+$670K
5
Wells Fargo
Wells Fargo
California
+$278K

Top Sellers

Rank Fund Capital Flow
1
CBA
Coastal Bridge Advisors
Connecticut
-$930K
2
AAM
Advisors Asset Management
Colorado
-$607K
3
Invesco
Invesco
Georgia
-$592K
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$576K
5
Deutsche Bank
Deutsche Bank
Germany
-$549K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
26
Capital Investment Advisors
Georgia
$410K +$26.1K +2,000 +7%
RJA
27
Raymond James & Associates
Florida
$408K +$136K +10,400 +48%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$366K +$36.8K +2,817 +11%
SCA
29
Snowden Capital Advisors
New York
$327K +$25.2K +1,931 +8%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$306K – – –
CI
31
Conning Inc
Connecticut
$273K +$2.72K +208 +1%
SDAM
32
Shulman DeMeo Asset Management
New York
$255K -$4.99K -382 -2%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$253K -$14.1K -1,078 -5%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$253K +$17.4K +1,334 +7%
AWS
35
Atria Wealth Solutions
New York
$252K +$258K +19,729 New
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$206K – – –
VF
37
Virtu Financial
New York
$199K +$204K +15,628 New
SI
38
Stephens Inc
Arkansas
$192K – – –
RT
39
Rockland Trust
Massachusetts
$172K – – –
HKAM
40
Horizon Kinetics Asset Management
New York
$162K – – –
Truist Financial
41
Truist Financial
North Carolina
$162K – – –
PAG
42
Private Advisor Group
New Jersey
$149K +$153K +11,686 New
KPWS
43
Kestra Private Wealth Services
Texas
$147K – – –
KAS
44
Kestra Advisory Services
Texas
$140K +$144K +10,992 New
WS
45
Wedbush Securities
California
$135K – – –
AWM
46
Axxcess Wealth Management
California
$129K -$33.2K -2,537 -20%
HAIM
47
Hunter Associates Investment Management
Pennsylvania
$128K – – –
CSPIA
48
Cary Street Partners Investment Advisory
Virginia
$128K +$131K +10,000 New
GWM
49
Geneos Wealth Management
Colorado
$119K -$14.8K -1,133 -11%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$42K – – –
1
2
3

BGT Hedge Fund Activity: Q1 2022 in Review

58 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Income Trust (BGT) for Q1 2022, worth a combined $63.4M — down 1.7% from $64.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BGT positions and 5 closed out — a net gain of 4 holders — while 18 added to existing stakes and 16 trimmed.

The largest buyer was Mid-American Wealth Advisory Group, adding an estimated $3.4M. The largest seller was Coastal Bridge Advisors, cutting an estimated $930K.

  • 58 institutional investors held BlackRock Floating Rate Income Trust (BGT) as of Q1 2022, up from 55 in Q4 2021.
  • Funds reported $63.4M of BlackRock Floating Rate Income Trust stock for Q1 2022, down 1.7% quarter-over-quarter.
  • 9 funds opened new BlackRock Floating Rate Income Trust positions in Q1 2022 and 5 closed out, a net change of +4 holders.
  • The largest BlackRock Floating Rate Income Trust buyer in Q1 2022 was Mid-American Wealth Advisory Group, an estimated $3.4M added.
  • The largest BlackRock Floating Rate Income Trust seller in Q1 2022 was Coastal Bridge Advisors, an estimated $930K sold.

Based on aggregated 13F filings for Q1 2022.