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BNA

BLACKROCK INCOME OPPORTUNITY TRUST INC
BNA

Delisted

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

47 hedge funds and large institutions have $83.9M invested in BLACKROCK INCOME OPPORTUNITY TRUST INC in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 20 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

13% more capital invested

Capital invested by funds: $74.3M → $83.9M (+$9.62M)

4% more funds holding

Funds holding: 4547 (+2)

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VKH
26
Virtu KCG Holdings
New York
$226K +$228K +23,269 New
SG Americas Securities
27
SG Americas Securities
New York
$217K +$219K +22,335 New
AA
28
Apriem Advisors
California
$212K +$19.6K +2,000 +10%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$176K +$9.2K +938 +5%
PMG
30
ProVise Management Group
Florida
$146K -$21.6K -2,202 -13%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$122K -$30.3K -3,085 -20%
ACP
32
Aviance Capital Partners
Florida
$106K -$6.04K -616 -5%
TRCT
33
Tower Research Capital (TRC)
New York
$64K +$4.7K +479 +8%
AIG
34
American International Group
New York
$43.3K
Creative Planning
35
Creative Planning
Kansas
$43K -$49.1K -5,000 -53%
FAM
36
Formidable Asset Management
Ohio
$33K
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$29K -$6.57K -670 -19%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$29K
RFA
39
Reilly Financial Advisors
California
$10K
Deutsche Bank
40
Deutsche Bank
Germany
$9K -$16.7K -1,700 -63%
US Bancorp
41
US Bancorp
Minnesota
$9K -$3.92K -400 -31%
HCM
42
Highlander Capital Management
New Jersey
$5.97K
WAM
43
Wolverine Asset Management
Illinois
$5K -$714K -72,777 -99%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$4K
Citigroup
45
Citigroup
New York
$3K -$27.2K -2,774 -88%
PFA
46
Paradigm Financial Advisors
Missouri
$3K +$2.89K +295 New
WCM
47
Windsor Capital Management
Arizona
$2K
AAM
48
Advisors Asset Management
Colorado
-$1.48M -149,367 Closed
COLIM
49
City of London Investment Management
United Kingdom
-$378K -38,084 Closed
Ameriprise
50
Ameriprise
Minnesota
-$27K -2,770 Closed

BNA Hedge Fund Activity: Q4 2013 in Review

47 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in BLACKROCK INCOME OPPORTUNITY TRUST INC (BNA) for Q4 2013, worth a combined $83.9M — up 13% from $74.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BNA positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 20 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $4.88M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $1.48M sold.

  • 47 institutional investors held BLACKROCK INCOME OPPORTUNITY TRUST INC (BNA) as of Q4 2013, up from 45 in Q3 2013.
  • Funds reported $83.9M of BLACKROCK INCOME OPPORTUNITY TRUST INC stock for Q4 2013, up 13% quarter-over-quarter.
  • 5 funds opened new BLACKROCK INCOME OPPORTUNITY TRUST INC positions in Q4 2013 and 3 closed out, a net change of +2 holders.
  • The largest BLACKROCK INCOME OPPORTUNITY TRUST INC buyer in Q4 2013 was 1607 Capital Partners, an estimated $4.88M added.
  • The largest BLACKROCK INCOME OPPORTUNITY TRUST INC seller in Q4 2013 was Advisors Asset Management, an estimated $1.48M sold.

Based on aggregated 13F filings for Q4 2013.