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BlackRock Core Bond Trust
BHK

Overview Fund Activity

76 hedge funds and large institutions have $198M invested in BlackRock Core Bond Trust in 2014 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+23
Holders Change %
+43.4%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
29
Increased
30
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$25.2M
2
KIM
Karpus Investment Management
New York
+$24.3M
3
1CP
1607 Capital Partners
Virginia
+$17.3M
4
SIA
Sit Investment Associates
Minnesota
+$13.1M
5
Morgan Stanley
Morgan Stanley
New York
+$6.49M

Top Sellers

1
SCM
Saba Capital Management
New York
-$4.43M
2
Invesco
Invesco
Georgia
-$3.58M
3
CAN
Cetera Advisor Networks
California
-$311K
4
DA
Doliver Advisors
Texas
-$203K
5
KSCM
Kamunting Street Capital Management
Florida
-$192K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$34M +$25.2M +1,909,241 +287%
KIM
2
Karpus Investment Management
New York
$30.9M +$24.3M +1,841,735 +371%
SIA
3
Sit Investment Associates
Minnesota
$18.7M +$13.1M +990,712 +231%
1CP
4
1607 Capital Partners
Virginia
$17.3M +$17.3M +1,313,259 New
UBS Group
5
UBS Group
Switzerland
$13.8M +$13.8M +1,045,054 New
Bank of America
6
Bank of America
North Carolina
$11M +$5.99M +453,920 +119%
Morgan Stanley
7
Morgan Stanley
New York
$10.5M +$6.49M +491,712 +161%
SCM
8
Saba Capital Management
New York
$9.91M -$4.43M -335,225 -31%
NVIM
9
New Vernon Investment Management
Illinois
$6.03M +$6.03M +456,459 New
AQR Capital Management
10
AQR Capital Management
Connecticut
$5.85M +$2.98M +225,534 +104%
PPA
11
Parametric Portfolio Associates
Washington
$5.45M +$3.83M +290,381 +237%
Invesco
12
Invesco
Georgia
$5.32M -$3.58M – –
BC
13
Bartlett & Co
Ohio
$3.66M +$1.4M +106,258 +62%
GC
14
Guggenheim Capital
Illinois
$3.49M +$3.35M +253,595 +2,323%
CP
15
Camelot Portfolios
Ohio
$2.64M +$157K +11,889 +6%
AI
16
Atria Investments
North Carolina
$2.41M +$2.1M +159,157 +677%
PMG
17
ProVise Management Group
Florida
$2.32M +$821K +62,216 +55%
FNBTCON
18
First National Bank & Trust Co of Newtown
Pennsylvania
$1.45M +$1.45M +109,684 New
LPL Financial
19
LPL Financial
California
$1.33M +$683K +51,747 +105%
FIMG
20
Financial & Investment Management Group
Michigan
$1.17M +$1.17M +88,332 New
RJA
21
Raymond James & Associates
Florida
$1M +$683K +51,755 +213%
PA
22
Pinnacle Associates
New York
$900K +$900K +68,203 New
HighTower Advisors
23
HighTower Advisors
Illinois
$490K +$273K +20,700 +126%
SG Americas Securities
24
SG Americas Securities
New York
$464K +$464K +35,186 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$460K +$81K +6,126 +21%
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