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BlackRock Core Bond Trust
BHK

96 hedge funds and large institutions have $230M invested in BlackRock Core Bond Trust in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 16 increasing their positions, 37 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

5% more funds holding

Funds holding: 91 → 96 (+5)

2.03% more ownership

Funds ownership: 32.94% → 34.97% (+2%)

1% more capital invested

Capital invested by funds: $229M → $230M (+$1.33M)

57% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 37

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
16
Reduced
37
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$11.1M
2
Wells Fargo
Wells Fargo
California
+$5.3M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.16M
4
BMM
Buffington Mohr McNeal
Idaho
+$738K
5
SWP
Stratos Wealth Partners
Ohio
+$350K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.1M
2
CWM
Cornerstone Wealth Management
Missouri
-$2.05M
3
Stifel Financial
Stifel Financial
Missouri
-$1.48M
4
SIA
Sit Investment Associates
Minnesota
-$1.41M
5
UBS Group
UBS Group
Switzerland
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
26
Benchmark Capital Advisors
New York
$998K -$6.15K -500 -0.6%
TA
27
TCG Advisors
Texas
$979K +$987K +80,229 New
RJFSA
28
Raymond James Financial Services Advisors
Florida
$831K +$331K +26,873 +65%
Ameriprise
29
Ameriprise
Minnesota
$800K -$103K -8,410 -11%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$796K -$799K -64,986 -50%
BMM
31
Buffington Mohr McNeal
Idaho
$732K +$738K +60,000 New
FEG
32
Financial Enhancement Group
Indiana
$611K – – –
PA
33
Pinnacle Associates
New York
$463K -$147K -11,929 -24%
SDAM
34
Shulman DeMeo Asset Management
New York
$460K +$464K +37,683 New
Truist Financial
35
Truist Financial
North Carolina
$421K -$15.3K -1,241 -3%
DWM
36
Dakota Wealth Management
Florida
$411K – – –
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$400K +$9.01K +732 +2%
LNC
38
Lincoln National Corp
Pennsylvania
$397K -$16.6K -1,351 -4%
SMH
39
Sanders Morris Harris
Texas
$390K – – –
UR
40
USCA RIA
Texas
$381K -$17.5K -1,420 -4%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$376K +$110K +8,917 +41%
BRWA
42
B. Riley Wealth Advisors
Florida
$372K +$92K +7,482 +33%
Citigroup
43
Citigroup
New York
$349K -$55.3K -4,492 -14%
SWP
44
Stratos Wealth Partners
Ohio
$347K +$350K +28,452 New
HighTower Advisors
45
HighTower Advisors
Illinois
$338K – – –
PG
46
Patten Group
Tennessee
$321K +$324K +26,308 New
9WM
47
9258 Wealth Management
Ohio
$301K +$304K +24,694 New
RJA
48
Raymond James & Associates
Florida
$294K -$124K -10,062 -29%
PAS
49
Park Avenue Securities
New York
$275K +$197 +16 +0.1%
OC
50
Oppenheimer & Co
New York
$267K -$31.6K -2,570 -10%
1
2
3 4 5

BHK Hedge Fund Activity: Q4 2018 in Review

96 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q4 2018, worth a combined $230M — up 0.58% from $229M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BHK positions and 16 closed out — a net gain of 5 holders — while 16 added to existing stakes and 37 trimmed.

The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $11.1M. The largest seller was Morgan Stanley, cutting an estimated $3.1M.

  • 96 institutional investors held BlackRock Core Bond Trust (BHK) as of Q4 2018, up from 91 in Q3 2018.
  • Funds reported $230M of BlackRock Core Bond Trust stock for Q4 2018, up 0.58% quarter-over-quarter.
  • 21 funds opened new BlackRock Core Bond Trust positions in Q4 2018 and 16 closed out, a net change of +5 holders.
  • The largest BlackRock Core Bond Trust buyer in Q4 2018 was 1607 Capital Partners, an estimated $11.1M added.
  • The largest BlackRock Core Bond Trust seller in Q4 2018 was Morgan Stanley, an estimated $3.1M sold.

Based on aggregated 13F filings for Q4 2018.