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BlackRock Floating Rate Income Trust
BGT

58 hedge funds and large institutions have $78M invested in BlackRock Floating Rate Income Trust in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

5% more funds holding

Funds holding: 55 → 58 (+3)

5% more capital invested

Capital invested by funds: $74.3M → $78M (+$3.76M)

1.46% more ownership

Funds ownership: 25.52% → 26.97% (+1.5%)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
16
Reduced
22
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$3.57M
2
LPL Financial
LPL Financial
California
+$1.03M
3
PCM
Penserra Capital Management
California
+$603K
4
Morgan Stanley
Morgan Stanley
New York
+$377K
5
LSIA
LaSalle St. Investment Advisors
Illinois
+$303K

Top Sellers

Rank Fund Capital Flow
1
WW
Waterfront Wealth
Kansas
-$765K
2
KAS
Kestra Advisory Services
Texas
-$745K
3
CI
Conning Inc
Connecticut
-$353K
4
Cohen & Steers
Cohen & Steers
New York
-$308K
5
AWS
Atria Wealth Solutions
New York
-$303K
Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
26
Wagner Wealth Management (South Carolina)
South Carolina
$339K -$46K -3,528 -12%
LSIA
27
LaSalle St. Investment Advisors
Illinois
$298K +$303K +23,206 New
MA
28
MONECO Advisors
Connecticut
$297K -$16.3K -1,252 -5%
HAIM
29
Hunter Associates Investment Management
Pennsylvania
$290K – – –
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$269K +$483 +37 +0.2%
IWM
31
Iams Wealth Management
Nebraska
$257K – – –
HKAM
32
Horizon Kinetics Asset Management
New York
$254K – – –
SDAM
33
Shulman DeMeo Asset Management
New York
$228K -$1.49K -114 -0.6%
CFC
34
Client First Capital
California
$218K +$221K +16,921 New
RWM
35
Reston Wealth Management
Virginia
$209K +$5.77K +442 +3%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$208K – – –
AWS
37
Atria Wealth Solutions
New York
$191K -$303K -23,243 -61%
SG
38
StoneX Group
New York
$188K +$191K +14,631 New
SI
39
Stephens Inc
Arkansas
$184K – – –
PAG
40
Private Advisor Group
New Jersey
$159K +$8.05K +617 +5%
RT
41
Rockland Trust
Massachusetts
$147K – – –
XT
42
XTX Topco
Cayman Islands
$145K +$147K +11,278 New
EAM
43
Everstar Asset Management
North Carolina
$142K – – –
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$142K -$29.6K -2,270 -17%
WW
45
Waterfront Wealth
Kansas
$137K -$765K -58,608 -85%
WS
46
Wedbush Securities
California
$135K -$1.5K -115 -1%
CSP
47
Cary Street Partners
Virginia
$129K +$130K +10,000 New
GWM
48
Geneos Wealth Management
Colorado
$64.3K -$1.96K -150 -3%
EC
49
Elequin Capital
New York
$57.3K +$58.1K +4,453 New
CFB
50
Cullen/Frost Bankers
Texas
$40.2K -$24.4K -1,870 -37%
1
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BGT Hedge Fund Activity: Q4 2024 in Review

58 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Income Trust (BGT) for Q4 2024, worth a combined $78M — up 5.1% from $74.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BGT positions and 5 closed out — a net gain of 3 holders — while 16 added to existing stakes and 22 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $3.57M. The largest seller was Waterfront Wealth, cutting an estimated $765K.

  • 58 institutional investors held BlackRock Floating Rate Income Trust (BGT) as of Q4 2024, up from 55 in Q3 2024.
  • Funds reported $78M of BlackRock Floating Rate Income Trust stock for Q4 2024, up 5.1% quarter-over-quarter.
  • 8 funds opened new BlackRock Floating Rate Income Trust positions in Q4 2024 and 5 closed out, a net change of +3 holders.
  • The largest BlackRock Floating Rate Income Trust buyer in Q4 2024 was Guggenheim Capital, an estimated $3.57M added.
  • The largest BlackRock Floating Rate Income Trust seller in Q4 2024 was Waterfront Wealth, an estimated $765K sold.

Based on aggregated 13F filings for Q4 2024.