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BlackRock Floating Rate Income Trust

38 hedge funds and large institutions have $55.8M invested in BlackRock Floating Rate Income Trust in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

0.24% more ownership

Funds ownership: 16.63%16.88% (+0.24%)

0% less capital invested

Capital invested by funds: $55.9M → $55.8M (-$87.4K)

10% less funds holding

Funds holding: 4238 (-4)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
38
Holders Change
-4
Holders Change %
-9.52%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
17
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$15.9M
GC
2
Guggenheim Capital
Illinois
$7.74M +$456K +32,705 +6%
U
3
UBS
Switzerland
$6.24M +$941K +67,539 +18%
Invesco
4
Invesco
Georgia
$4.99M +$561K +40,266 +13%
HK
5
Horizon Kinetics
New York
$3.31M -$10.8K -775 -0.3%
Morgan Stanley
6
Morgan Stanley
New York
$2.67M -$407K -29,191 -13%
TAM
7
Trust Asset Management
Texas
$2.18M
CI
8
Conning Inc
Connecticut
$1.15M +$11.4K +820 +1%
CS
9
Credit Suisse
Switzerland
$1.07M -$16.6K -1,194 -2%
PA
10
Pinnacle Associates
New York
$980K +$82.8K +5,942 +9%
LPL Financial
11
LPL Financial
California
$878K +$20.9K +1,499 +2%
NES
12
New England Securities
New York
$798K -$87.1K -6,251 -10%
Bank of America
13
Bank of America
North Carolina
$737K +$39.1K +2,807 +6%
CIA
14
Capital Investment Advisors
Georgia
$730K +$75.9K +5,445 +11%
Wells Fargo
15
Wells Fargo
California
$715K -$71.7K -5,141 -9%
HNB
16
Huntington National Bank
Ohio
$682K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$665K -$40.3K -2,891 -6%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$641K +$5.16K +370 +0.8%
ICOA
19
Investment Centers of America
North Dakota
$545K +$47.7K +3,426 +10%
NL
20
NWAM LLC
Washington
$478K +$55.7K +4,000 +13%
WA
21
WFG Advisors
Texas
$452K +$102K +7,289 +29%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$368K -$2.94K -211 -0.8%
VKH
23
Virtu KCG Holdings
New York
$284K +$286K +20,546 New
RT
24
Rockland Trust
Massachusetts
$263K
ACM
25
Argentus Capital Management
Texas
$202K

BGT Hedge Fund Activity: Q3 2014 in Review

38 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in BlackRock Floating Rate Income Trust (BGT) for Q3 2014, worth a combined $55.8M — down 0.16% from $55.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BGT and 1 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 17 added.

The largest buyer was UBS, adding an estimated $941K. The largest seller was Mariner Investment Group, exiting entirely with an estimated $668K sold.

  • 38 institutional investors held BlackRock Floating Rate Income Trust (BGT) as of Q3 2014, down from 42 in Q2 2014.
  • Funds reported $55.8M of BlackRock Floating Rate Income Trust stock for Q3 2014, down 0.16% quarter-over-quarter.
  • 1 fund opened new BlackRock Floating Rate Income Trust positions in Q3 2014 and 5 closed out, a net change of -4 holders.
  • The largest BlackRock Floating Rate Income Trust buyer in Q3 2014 was UBS, an estimated $941K added.
  • The largest BlackRock Floating Rate Income Trust seller in Q3 2014 was Mariner Investment Group, an estimated $668K sold.

Based on aggregated 13F filings for Q3 2014.