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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 %
Morgan Stanley
1
Morgan Stanley
New York
$9.56M -$2.7M -240,585 -22%
GC
2
Guggenheim Capital
Illinois
$6.56M +$384K +34,225 +6%
Ameriprise
3
Ameriprise
Minnesota
$5.58M -$537K -47,949 -9%
Invesco
4
Invesco
Georgia
$5.09M +$225K +20,084 +5%
WWM
5
Wagner Wealth Management
South Carolina
$4.44M +$440K +39,241 +11%
1CP
6
1607 Capital Partners
Virginia
$4.39M +$840K +74,900 +24%
UBS Group
7
UBS Group
Switzerland
$4.01M -$43.5K -3,879 -1%
COLIM
8
City of London Investment Management
United Kingdom
$2.89M +$568K +50,474 +24%
AAM
9
Advisors Asset Management
Colorado
$2.47M +$185K +16,541 +8%
DIA
10
Dean Investment Associates
Ohio
$2.18M +$2.18M +194,759 New
AWM
11
AE Wealth Management
Kansas
$1.84M +$1.84M +163,804 New
SFS
12
Shaker Financial Services
Virginia
$1.78M +$163K +14,514 +10%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$1.59M +$29.1K +2,600 +2%
Bank of America
14
Bank of America
North Carolina
$1.58M -$312K -27,865 -16%
Cohen & Steers
15
Cohen & Steers
New York
$1.42M – – –
MWM
16
Melfa Wealth Management
Massachusetts
$1.36M -$63.2K -5,638 -4%
CBA
17
Coastal Bridge Advisors
Connecticut
$1.36M -$484K -43,185 -26%
RVPG
18
Relative Value Partners Group
$1.26M -$149K -13,322 -11%
IGWM
19
ICA Group Wealth Management
Colorado
$1.19M -$43.6K -3,885 -4%
LSC
20
Logan Stone Capital
Illinois
$1.13M +$306K +27,315 +37%
WW
21
Waterfront Wealth
Kansas
$995K +$8.54K +762 +0.9%
PMG
22
ProVise Management Group
Florida
$660K -$26.9K -2,400 -4%
Osaic Holdings
23
Osaic Holdings
Arizona
$659K +$211K +18,810 +47%
Wells Fargo
24
Wells Fargo
California
$651K -$52.6K -4,692 -7%
AA
25
AQR Arbitrage
Connecticut
$578K +$291K +25,976 +102%
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