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BlackRock Core Bond Trust

47 hedge funds and large institutions have $62.4M invested in BlackRock Core Bond Trust in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

19% more capital invested

Capital invested by funds: $52.3M → $62.4M (+$10.1M)

3.09% more ownership

Funds ownership: 13.41%16.5% (+3.1%)

2% more funds holding

Funds holding: 4647 (+1)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCB
51
Cutter & Co Brokerage
Missouri
-$172K -13,256 Closed
RIA
52
Regal Investment Advisors
Michigan
-$47K -3,625 Closed
WTC
53
WhitTier Trust Company
Nevada
-$7K -500 Closed
WF
54
WealthTrust Fairport
Ohio
-$4K -300 Closed

BHK Hedge Fund Activity: Q4 2013 in Review

47 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q4 2013, worth a combined $62.4M — up 19% from $52.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BHK positions and 6 closed out — a net gain of 2 holders — while 15 added to existing stakes and 15 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $8.97M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.67M sold.

  • 47 institutional investors held BlackRock Core Bond Trust (BHK) as of Q4 2013, up from 46 in Q3 2013.
  • Funds reported $62.4M of BlackRock Core Bond Trust stock for Q4 2013, up 19% quarter-over-quarter.
  • 8 funds opened new BlackRock Core Bond Trust positions in Q4 2013 and 6 closed out, a net change of +2 holders.
  • The largest BlackRock Core Bond Trust buyer in Q4 2013 was Saba Capital Management, an estimated $8.97M added.
  • The largest BlackRock Core Bond Trust seller in Q4 2013 was Wolverine Asset Management, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2013.