Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Blackrock Floating Rate Inc (BGT)

75 + Investors. Track Smart Money conviction in BGT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — BGT

Based on 76 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BGT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
76 hedge funds hold BGT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 46% buying

34 buying40 selling
Last quarter: 40 funds reduced or exited vs 34 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 10 → 14 → 23 → 13. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 18% medium ■ 32% new
38 out of 76 hedge funds have held BGT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -2%, value -96%

Value
-96%
Shares
-1%
Last quarter: funds added -2% more shares while total portfolio value only changed -96%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

12 → 10 → 14 → 23 → 13 new funds/Q
New funds entering each quarter: 10 → 14 → 23 → 13. A growing number of institutions are discovering BGT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 58% veterans vs 37% newcomers

■ 58% veterans ■ 5% 1-2yr ■ 37% new
Entry-cohort mix of 76 holders: 44 (58%) are 2+ year veterans, 4 entered 1–2 years ago, and 28 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
13 of 76 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BGT

In 2026 Q1, 34 hedge funds were net buyers of BGT (13 opened a new position, 21 added to an existing one), while 40 reduced or exited (25 trimmed, 15 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 36% of total institutional value in BGT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 76.

Hedge Fund Ownership: BGT

How many hedge funds hold BGT — quarterly history vs. share price
Quarterly hedge fund ownership of BGT vs. share price

Market Analysis: BGT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BGT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: BGT
2026 Q2 Stats Unlock in 5 days 75 + Investors

Track Smart Money conviction in BGT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 75 77 -2.6%
13F Shares 9M 9M -1.41%
Total Value $86M $2.38B -96.38%
New Positions 12 23 -11
Increased Positions 21 19 +2
Closed Positions 14 10 +4
Reduced Positions 25 19 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BGT

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Institutional Holders (2026 Q2)

75 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BGT. Verified SEC 13F-HR filings.

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 BGT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sidoxia Capital Management, LLC 1.22% 156,654 $1.7M
2 Byrne Asset Management LLC 0.77% 133,860 $1.4M
3 Melfa Wealth Management, INC. 0.41% 72,182 $769K
4 WealthCare Asset Management, LLC 0.29% 65,802 $701K
5 Icon Advisers Inc/Co 0.28% 141,491 $1.5M
6 Ethos Financial Group, LLC 0.20% 276,196 $2.9M
7 Stronghold Wealth Management L.L.C. 0.17% 11,660 $124K
8 Integrity Alliance, LLC. 0.15% 443,370 $4.7M
9 Virtus Investment Advisers, LLC 0.10% 39,777 $424K
10 Absolute Investment Advisers, LLC 0.10% 94,792 $1.0M
11 Advisors Asset Management, Inc. 0.09% 557,988 $5.9M
12 Kapstone Financial Advisors LLC 0.09% 19,830 $211K
13 Guggenheim Capital LLC 0.08% 1,264,883 $13.5M
14 Iams Wealth Management, LLC 0.06% 20,000 $213K
15 Gridiron Partners, LLC 0.06% 10,132 $108K
16 Private Wealth Management Group, LLC 0.05% 20,770 $221K
17 Quarry LP 0.04% 43,524 $464K
18 Centric Wealth Management 0.03% 19,859 $216K
19 Shulman DeMeo Asset Management LLC 0.03% 16,128 $172K
20 ProVise Management Group, LLC 0.03% 37,185 $396K
21 Wagner Wealth Management, LLC 0.03% 13,409 $143K
22 Eclectic Associates Inc /Adv 0.02% 15,096 $161K
23 LaSalle St. Investment Advisors, LLC 0.01% 11,218 $120K
24 Axiom Investment Management LLC 0.01% 1,457 $16K
25 Loomis Sayles & Co L P 0.01% 516,336 $5.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Blackrock Floating Rate Inc (BGT)

What does the Smart Money Trend signal show for BGT?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BGT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BGT?

More sellers than buyers — 46% buying: Last quarter: 40 funds reduced or exited vs 34 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BGT holders?

Strong quality — 36% AUM from major funds: 13 of 76 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BGT?

50% of holders stayed for 2+ years: 38 out of 76 hedge funds have held BGT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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