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BlackRock Floating Rate Income Trust
BGT

Overview Fund Activity

61 hedge funds and large institutions have $72.4M invested in BlackRock Floating Rate Income Trust in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
-5
Holders Change %
-7.58%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
23
Reduced
16
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DIA
Dean Investment Associates
Ohio
+$2.18M
2
AWM
AE Wealth Management
Kansas
+$1.84M
3
1CP
1607 Capital Partners
Virginia
+$840K
4
COLIM
City of London Investment Management
United Kingdom
+$568K
5
WWM
Wagner Wealth Management
South Carolina
+$440K

Top Sellers

1
OCM
Oaktree Capital Management
California
-$2.86M
2
Morgan Stanley
Morgan Stanley
New York
-$2.7M
3
MML Investors Services
MML Investors Services
Massachusetts
-$1.02M
4
Ameriprise
Ameriprise
Minnesota
-$537K
5
CBA
Coastal Bridge Advisors
Connecticut
-$484K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cornerstone Advisory
Maryland
$561K – – –
LPL Financial
27
LPL Financial
California
$521K +$255K +22,786 +96%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$450K +$25.5K +2,278 +6%
PA
29
Pinnacle Associates
New York
$423K +$1.08K +96 +0.3%
JRCM
30
Jones Road Capital Management
New York
$418K +$418K +37,300 New
WAM
31
Wolverine Asset Management
Illinois
$344K +$107K +9,525 +45%
SIC
32
Samalin Investment Counsel
New York
$340K -$66.5K -5,933 -16%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$314K -$7.65K -682 -2%
HAIM
34
Hunter Associates Investment Management
Pennsylvania
$302K – – –
VEA
35
Virtus ETF Advisers
New York
$297K +$5.46K +487 +2%
SCA
36
Snowden Capital Advisors
New York
$290K -$986 -88 -0.3%
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$269K – – –
CI
38
Conning Inc
Connecticut
$258K +$3.4K +303 +1%
CIA
39
Capital Investment Advisors
Georgia
$229K – – –
SDAM
40
Shulman DeMeo Asset Management
New York
$221K – – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$198K -$49.5K -4,412 -20%
AWS
42
Atria Wealth Solutions
New York
$198K – – –
LCM
43
Landscape Capital Management
New Jersey
$183K -$30K -2,674 -14%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$181K – – –
SI
45
Stephens Inc
Arkansas
$180K +$11.2K +1,000 +7%
RT
46
Rockland Trust
Massachusetts
$157K +$2.49K +222 +2%
SFS
47
Sowell Financial Services
Arkansas
$155K +$155K +13,867 New
HKAM
48
Horizon Kinetics Asset Management
New York
$142K – – –
RJA
49
Raymond James & Associates
Florida
$132K +$9.04K +806 +7%
WS
50
Wedbush Securities
California
$127K +$8.39K +750 +7%
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