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BNA

BLACKROCK INCOME OPPORTUNITY TRUST INC
BNA

Delisted

BNA was delisted on the 7th of November, 2014.

45 hedge funds and large institutions have $74.3M invested in BLACKROCK INCOME OPPORTUNITY TRUST INC in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

27% more capital invested

Capital invested by funds: $58.5M → $74.3M (+$15.8M)

2% more funds holding

Funds holding: 4445 (+1)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
1.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
26
Benchmark Capital Advisors
New York
$252K -$4.9K -500 -2%
AA
27
Apriem Advisors
California
$196K
PMG
28
ProVise Management Group
Florida
$171K
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$170K -$38.5K -3,928 -19%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$155K -$104K -10,638 -40%
ACP
31
Aviance Capital Partners
Florida
$114K -$21.7K -2,214 -16%
Creative Planning
32
Creative Planning
Kansas
$93K +$53.9K +5,500 +141%
TRCT
33
Tower Research Capital (TRC)
New York
$60K +$36.1K +3,686 +152%
AIG
34
American International Group
New York
$44.2K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$36K -$3.23K -330 -8%
Citigroup
36
Citigroup
New York
$31K +$3.9K +398 +15%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$30K -$9.79K -1,000 -25%
Ameriprise
38
Ameriprise
Minnesota
$27K
Deutsche Bank
39
Deutsche Bank
Germany
$25K +$16.6K +1,700 +170%
US Bancorp
40
US Bancorp
Minnesota
$13K +$2.94K +300 +30%
RFA
41
Reilly Financial Advisors
California
$10K -$4.9K -500 -33%
HCM
42
Highlander Capital Management
New Jersey
$6.09K
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$4K
WCM
44
Windsor Capital Management
Arizona
$2K
FAM
45
Formidable Asset Management
Ohio
$1K +$31.3K +3,200 New
TC
46
TFS Capital
Pennsylvania
-$827K -82,220 Closed
SFS
47
Shaker Financial Services
Virginia
-$255K -25,383 Closed
B
48
Baird
Wisconsin
-$206K -20,503 Closed

BNA Hedge Fund Activity: Q3 2013 in Review

45 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in BLACKROCK INCOME OPPORTUNITY TRUST INC (BNA) for Q3 2013, worth a combined $74.3M — up 27% from $58.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BNA positions and 3 closed out — a net gain of 2 holders — while 14 added to existing stakes and 18 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $7.22M. The largest seller was TFS Capital, exiting entirely with an estimated $827K sold.

  • 45 institutional investors held BLACKROCK INCOME OPPORTUNITY TRUST INC (BNA) as of Q3 2013, up from 44 in Q2 2013.
  • Funds reported $74.3M of BLACKROCK INCOME OPPORTUNITY TRUST INC stock for Q3 2013, up 27% quarter-over-quarter.
  • 5 funds opened new BLACKROCK INCOME OPPORTUNITY TRUST INC positions in Q3 2013 and 3 closed out, a net change of +2 holders.
  • The largest BLACKROCK INCOME OPPORTUNITY TRUST INC buyer in Q3 2013 was Karpus Investment Management, an estimated $7.22M added.
  • The largest BLACKROCK INCOME OPPORTUNITY TRUST INC seller in Q3 2013 was TFS Capital, an estimated $827K sold.

Based on aggregated 13F filings for Q3 2013.