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BHL

Blackrock Defined Opp Crt Tr
BHL

Delisted

BHL was delisted on the 2nd of August, 2017.

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18 hedge funds and large institutions have $20.5M invested in Blackrock Defined Opp Crt Tr in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

7% more capital invested

Capital invested by funds: $19.1M → $20.5M (+$1.42M)

5% less funds holding

Funds holding: 19 → 18 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
8
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.06M
2
Morgan Stanley
Morgan Stanley
New York
+$994K
3
U
UBS
Switzerland
+$386K
4
Bank of America
Bank of America
North Carolina
+$204K
5
B
Baird
Wisconsin
+$174K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$704K
2
RCM
Rivernorth Capital Management
Florida
-$351K
3
DA
Doliver Advisors
Texas
-$200K
4
First Trust Advisors
First Trust Advisors
Illinois
-$65.2K
5
SFS
Shaker Financial Services
Virginia
-$36K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.15M +$994K +72,456 +19%
Bank of America
2
Bank of America
North Carolina
$3.53M +$204K +14,855 +6%
Wells Fargo
3
Wells Fargo
California
$3.26M +$1.06M +76,996 +47%
Invesco
4
Invesco
Georgia
$2.56M -$704K -51,303 -21%
SFS
5
Shaker Financial Services
Virginia
$918K -$36K -2,626 -4%
B
6
Baird
Wisconsin
$819K +$174K +12,696 +27%
U
7
UBS
Switzerland
$817K +$386K +28,127 +88%
CS
8
Credit Suisse
Switzerland
$632K – – –
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$570K +$32.1K +2,339 +6%
BWG
10
Beta Wealth Group
California
$356K +$359K +26,132 New
HK
11
Horizon Kinetics
New York
$325K +$9.48K +691 +3%
PPA
12
Parametric Portfolio Associates
Washington
$210K -$6.72K -490 -3%
First Trust Advisors
13
First Trust Advisors
Illinois
$178K -$65.2K -4,755 -27%
VKH
14
Virtu KCG Holdings
New York
$140K +$141K +10,260 New
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$42K – – –
AIG
16
American International Group
New York
$23.8K – – –
TRCT
17
Tower Research Capital (TRC)
New York
$8K +$6.63K +483 +413%
RCM
18
Rivernorth Capital Management
Florida
– -$351K -25,086 Closed
DA
19
Doliver Advisors
Texas
– -$200K -14,321 Closed
NES
20
New England Securities
New York
– -$10K -742 Closed

BHL Hedge Fund Activity: Q4 2013 in Review

18 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Blackrock Defined Opp Crt Tr (BHL) for Q4 2013, worth a combined $20.5M — up 7.4% from $19.1M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of BHL and 2 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 8 added.

The largest buyer was Wells Fargo, adding an estimated $1.06M. The largest seller was Invesco, cutting an estimated $704K.

  • 18 institutional investors held Blackrock Defined Opp Crt Tr (BHL) as of Q4 2013, down from 19 in Q3 2013.
  • Funds reported $20.5M of Blackrock Defined Opp Crt Tr stock for Q4 2013, up 7.4% quarter-over-quarter.
  • 2 funds opened new Blackrock Defined Opp Crt Tr positions in Q4 2013 and 3 closed out, a net change of -1 holder.
  • The largest Blackrock Defined Opp Crt Tr buyer in Q4 2013 was Wells Fargo, an estimated $1.06M added.
  • The largest Blackrock Defined Opp Crt Tr seller in Q4 2013 was Invesco, an estimated $704K sold.

Based on aggregated 13F filings for Q4 2013.