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BlackRock Floating Rate Income Trust
BGT

Overview Fund Activity

66 hedge funds and large institutions have $81.4M invested in BlackRock Floating Rate Income Trust in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+4
Holders Change %
+6.45%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.34M
2
Ameriprise
Ameriprise
Minnesota
+$1.73M
3
AAM
Advisors Asset Management
Colorado
+$1.18M
4
WWM
Wagner Wealth Management
South Carolina
+$995K
5
UBS Group
UBS Group
Switzerland
+$493K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$3.18M
2
COLIM
City of London Investment Management
United Kingdom
-$1.82M
3
CBA
Coastal Bridge Advisors
Connecticut
-$905K
4
RVPG
Relative Value Partners Group
-$593K
5
GC
Guggenheim Capital
Illinois
-$456K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13.6M +$7.34M +592,709 +117%
Ameriprise
2
Ameriprise
Minnesota
$8.23M +$1.73M +140,049 +27%
WWM
3
Wagner Wealth Management
South Carolina
$7.16M +$995K +80,361 +16%
GC
4
Guggenheim Capital
Illinois
$6.69M -$456K -36,804 -6%
Invesco
5
Invesco
Georgia
$5.5M -$81.9K -6,614 -1%
UBS Group
6
UBS Group
Switzerland
$5.14M +$493K +39,815 +11%
AAM
7
Advisors Asset Management
Colorado
$4.92M +$1.18M +94,948 +31%
LPL Financial
8
LPL Financial
California
$2.81M +$442K +35,727 +19%
DIA
9
Dean Investment Associates
Ohio
$2.41M – – –
Baird Financial Group
10
Baird Financial Group
Wisconsin
$2.38M +$95.1K +7,679 +4%
GL
11
Graypoint LLC
New York
$2.16M +$103K +8,294 +5%
IGWM
12
ICA Group Wealth Management
Colorado
$1.46M +$165K +13,301 +13%
Cohen & Steers
13
Cohen & Steers
New York
$1.34M – – –
Bank of America
14
Bank of America
North Carolina
$1.32M -$98.2K -7,930 -7%
MWM
15
Melfa Wealth Management
Massachusetts
$1.24M +$5.76K +465 +0.5%
COLIM
16
City of London Investment Management
United Kingdom
$1.17M -$1.82M -147,140 -61%
MML Investors Services
17
MML Investors Services
Massachusetts
$1.15M -$352K -28,410 -23%
WW
18
Waterfront Wealth
Kansas
$1.14M -$51.4K -4,154 -4%
1CP
19
1607 Capital Partners
Virginia
$1.07M -$3.18M -256,900 -75%
Osaic Holdings
20
Osaic Holdings
Arizona
$762K -$400K -32,316 -34%
PMG
21
ProVise Management Group
Florida
$656K -$11.9K -965 -2%
Wells Fargo
22
Wells Fargo
California
$655K -$201K -16,270 -24%
SWP
23
Significant Wealth Partners
Illinois
$620K +$620K +50,042 New
CA
24
Cornerstone Advisory
Maryland
$619K – – –
JRCM
25
Jones Road Capital Management
New York
$499K +$37.3K +3,011 +8%
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