BlackRock Core Bond Trust
BHK
90 hedge funds and large institutions have $227M invested in BlackRock Core Bond Trust in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 12 reducing their positions, and 17 closing their positions.
208% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 12
3% more capital invested
Capital invested by funds: $221M → $227M (+$5.77M)
0.82% more ownership
Funds ownership: 32.07% → 32.89% (+0.82%)
2% less funds holding
Funds holding: 92 → 90 (-2)
12% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.46M |
| 2 |
Morgan Stanley
New York
|
+$3.41M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$3.36M |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.74M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$6.34M |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$922K |
| 3 |
WS
Wela Strategies
Atlanta,
Georgia
|
-$902K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$660K |
| 5 |
SAM
Selway Asset Management
|
-$508K |
BHK Hedge Fund Activity: Q3 2018 in Review
90 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in BlackRock Core Bond Trust (BHK) for Q3 2018, worth a combined $227M — up 2.6% from $221M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of BHK and 15 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 37 added.
The largest buyer was Wells Fargo, adding an estimated $3.46M. The largest seller was Sit Investment Associates, cutting an estimated $6.34M.
- 90 institutional investors held BlackRock Core Bond Trust (BHK) as of Q3 2018, down from 92 in Q2 2018.
- Funds reported $227M of BlackRock Core Bond Trust stock for Q3 2018, up 2.6% quarter-over-quarter.
- 15 funds opened new BlackRock Core Bond Trust positions in Q3 2018 and 17 closed out, a net change of -2 holders.
- The largest BlackRock Core Bond Trust buyer in Q3 2018 was Wells Fargo, an estimated $3.46M added.
- The largest BlackRock Core Bond Trust seller in Q3 2018 was Sit Investment Associates, an estimated $6.34M sold.
Based on aggregated 13F filings for Q3 2018.