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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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15 hedge funds and large institutions have $30.8M invested in Blackrock Defined Opp Crt Tr in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

16% more capital invested

Capital invested by funds: $26.7M → $30.8M (+$4.16M)

6% less funds holding

Funds holding: 16 → 15 (-1)

Holders
15
Holders Change
-1
Holders Change %
-6.25%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RVP
Relative Value Partners
Illinois
+$6.15M
2
IT
Independence Trust
Tennessee
+$450K
3
Wells Fargo
Wells Fargo
California
+$227K
4
VKH
Virtu KCG Holdings
New York
+$183K
5
Bank of America
Bank of America
North Carolina
+$95.4K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$1.13M
2
HK
Horizon Kinetics
New York
-$280K
3
Morgan Stanley
Morgan Stanley
New York
-$266K
4
B
Baird
Wisconsin
-$57.3K
5
First Trust Advisors
First Trust Advisors
Illinois
-$7.92K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.71M -$266K -20,089 -3%
RVP
2
Relative Value Partners
Illinois
$6.55M +$6.15M +463,670 +954%
Wells Fargo
3
Wells Fargo
California
$3.93M +$227K +17,094 +6%
Bank of America
4
Bank of America
North Carolina
$3.92M +$95.4K +7,189 +2%
Bessemer Group
5
Bessemer Group
New Jersey
$3.19M – – –
UBS Group
6
UBS Group
Switzerland
$1.71M +$1.77M +133,368 New
B
7
Baird
Wisconsin
$934K -$57.3K -4,318 -6%
CS
8
Credit Suisse
Switzerland
$593K – – –
IT
9
Independence Trust
Tennessee
$433K +$450K +33,920 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$380K +$2.92K +220 +0.7%
VKH
11
Virtu KCG Holdings
New York
$176K +$183K +13,761 New
First Trust Advisors
12
First Trust Advisors
Illinois
$129K -$7.92K -597 -6%
SIG
13
Stanford Investment Group
California
$111K +$115K +8,680 New
AIG
14
American International Group
New York
$63.9K – – –
Citigroup
15
Citigroup
New York
$4K +$4.25K +320 +32,000%
Invesco
16
Invesco
Georgia
– -$1.13M -84,163 Closed
HK
17
Horizon Kinetics
New York
– -$280K -20,826 Closed
TRCT
18
Tower Research Capital (TRC)
New York
– -$1K -100 Closed

BHL Hedge Fund Activity: Q4 2014 in Review

15 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Blackrock Defined Opp Crt Tr (BHL) for Q4 2014, worth a combined $30.8M — up 16% from $26.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BHL positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Relative Value Partners, adding an estimated $6.15M. The largest seller was Invesco, exiting entirely with an estimated $1.13M sold.

  • 15 institutional investors held Blackrock Defined Opp Crt Tr (BHL) as of Q4 2014, down from 16 in Q3 2014.
  • Funds reported $30.8M of Blackrock Defined Opp Crt Tr stock for Q4 2014, up 16% quarter-over-quarter.
  • 4 funds opened new Blackrock Defined Opp Crt Tr positions in Q4 2014 and 3 closed out, a net change of +1 holder.
  • The largest Blackrock Defined Opp Crt Tr buyer in Q4 2014 was Relative Value Partners, an estimated $6.15M added.
  • The largest Blackrock Defined Opp Crt Tr seller in Q4 2014 was Invesco, an estimated $1.13M sold.

Based on aggregated 13F filings for Q4 2014.