Q4 2016 13F Holders as of 12/31/2016
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Type / Class
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Equity / Shares of Beneficial Interest
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Shares outstanding
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12.9M
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Number of holders
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29
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Total 13F shares, excl. options
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2.1M
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Shares change
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-78K
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Total reported value, excl. options
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$24.9M
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Value change
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-$591K
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Number of buys
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13
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Number of sells
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-15
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Price
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$11.85
Significant Holders of BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) as of Q4 2016
35 filings reported holding BXSY - BEXIL INVESTMENT TRUST - Shares of Beneficial Interest as of Q4 2016.
BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) has 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.1M shares
of 12.9M outstanding shares and own 16.26% of the company stock.
Largest 10 shareholders include Deschutes Portfolio Strategy, LLC (371K shares), GEODE CAPITAL MANAGEMENT, LLC (254K shares), SIT INVESTMENT ASSOCIATES INC (168K shares), Saba Capital Management, L.P. (150K shares), Ancora Advisors, LLC (130K shares), DOLIVER CAPITAL ADVISORS, INC. (128K shares), CITIGROUP INC (116K shares), BANK OF AMERICA CORP /DE/ (105K shares), WELLS FARGO & COMPANY/MN (92.7K shares), and WEDBUSH SECURITIES INC (90.2K shares).
This table shows the top 29 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.