Blackrock Defined Opp Crt Tr
BHL was delisted on the 2nd of August, 2017.
19 hedge funds and large institutions have $20.7M invested in Blackrock Defined Opp Crt Tr in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
27% more funds holding
Funds holding: 15 → 19 (+4)
9.86% less ownership
Funds ownership: 27.4% → 17.54% (-9.9%)
35% less capital invested
Capital invested by funds: $32M → $20.7M (-$11.3M)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHA
Smith Hayes Advisers
Lincoln,
Nebraska
|
+$1.39M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$756K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$404K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$390K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$353K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
-$8.05M |
| 2 |
Morgan Stanley
New York
|
-$6.01M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$599K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$578K |
| 5 |
IT
Independence Trust
Franklin,
Tennessee
|
-$358K |
BHL Hedge Fund Activity: Q4 2015 in Review
19 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Blackrock Defined Opp Crt Tr (BHL) for Q4 2015, worth a combined $20.7M — down 35% from $32M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BHL positions and 4 closed out — a net gain of 4 holders — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Smith Hayes Advisers, opening a new position worth an estimated $1.39M. The largest seller was Relative Value Partners Group, cutting an estimated $8.05M.
- 19 institutional investors held Blackrock Defined Opp Crt Tr (BHL) as of Q4 2015, up from 15 in Q3 2015.
- Funds reported $20.7M of Blackrock Defined Opp Crt Tr stock for Q4 2015, down 35% quarter-over-quarter.
- 8 funds opened new Blackrock Defined Opp Crt Tr positions in Q4 2015 and 4 closed out, a net change of +4 holders.
- The largest Blackrock Defined Opp Crt Tr buyer in Q4 2015 was Smith Hayes Advisers, an estimated $1.39M added.
- The largest Blackrock Defined Opp Crt Tr seller in Q4 2015 was Relative Value Partners Group, an estimated $8.05M sold.
Based on aggregated 13F filings for Q4 2015.