Q1 2017 13F Holders as of 3/31/2017
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Type / Class
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Equity / Shares of Beneficial Interest
-
Shares outstanding
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12.9M
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Number of holders
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36
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Total 13F shares, excl. options
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2.86M
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Shares change
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+519K
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Total reported value, excl. options
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$34.4M
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Value change
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+$6.26M
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Number of buys
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18
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Number of sells
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-14
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Price
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$12.06
Significant Holders of BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) as of Q1 2017
38 filings reported holding BXSY - BEXIL INVESTMENT TRUST - Shares of Beneficial Interest as of Q1 2017.
BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.86M shares
of 12.9M outstanding shares and own 22.13% of the company stock.
Largest 10 shareholders include Deschutes Portfolio Strategy, LLC (358K shares), Saba Capital Management, L.P. (305K shares), GEODE CAPITAL MANAGEMENT, LLC (244K shares), MORGAN STANLEY (226K shares), SIT INVESTMENT ASSOCIATES INC (168K shares), CITIGROUP INC (163K shares), RMB Capital Management, LLC (155K shares), BANK OF AMERICA CORP /DE/ (137K shares), DOLIVER CAPITAL ADVISORS, INC. (122K shares), and Ancora Advisors, LLC (120K shares).
This table shows the top 36 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.