BlackRock Core Bond Trust
BHK
105 hedge funds and large institutions have $147M invested in BlackRock Core Bond Trust in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 15 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 30
0.01% less ownership
Funds ownership: 27.2% → 27.18% (-0.01%)
7% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 15
2% less funds holding
Funds holding: 107 → 105 (-2)
11% less capital invested
Capital invested by funds: $164M → $147M (-$17.3M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$3.73M |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$1.65M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.45M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.37M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$883K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.43M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.39M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.34M |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.33M |
| 5 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$1.26M |
BHK Hedge Fund Activity: Q3 2022 in Review
105 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q3 2022, worth a combined $147M — down 11% from $164M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of BHK and 14 opened new positions — a net loss of 1 holder — while 30 trimmed existing stakes and 30 added.
The largest buyer was Penserra Capital Management, opening a new position worth an estimated $3.73M. The largest seller was Wolverine Asset Management, cutting an estimated $1.43M.
- 105 institutional investors held BlackRock Core Bond Trust (BHK) as of Q3 2022, down from 107 in Q2 2022.
- Funds reported $147M of BlackRock Core Bond Trust stock for Q3 2022, down 11% quarter-over-quarter.
- 14 funds opened new BlackRock Core Bond Trust positions in Q3 2022 and 15 closed out, a net change of -1 holder.
- The largest BlackRock Core Bond Trust buyer in Q3 2022 was Penserra Capital Management, an estimated $3.73M added.
- The largest BlackRock Core Bond Trust seller in Q3 2022 was Wolverine Asset Management, an estimated $1.43M sold.
Based on aggregated 13F filings for Q3 2022.