Q3 2017 13F Holders as of 9/30/2017
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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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35
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Total 13F shares, excl. options
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3.23M
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Shares change
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+41.7K
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Total reported value, excl. options
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$41.5M
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Value change
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+$544K
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Number of buys
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11
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Number of sells
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-16
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Price
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$12.86
Significant Holders of BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) as of Q3 2017
36 filings reported holding BXSY - BEXIL INVESTMENT TRUST - Shares of Beneficial Interest as of Q3 2017.
BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) has 35 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.23M shares
of 12.9M outstanding shares and own 25.03% of the company stock.
Largest 10 shareholders include RAYMOND JAMES & ASSOCIATES (645K shares), Deschutes Portfolio Strategy, LLC (368K shares), Saba Capital Management, L.P. (310K shares), GEODE CAPITAL MANAGEMENT, LLC (233K shares), MORGAN STANLEY (204K shares), SIT INVESTMENT ASSOCIATES INC (199K shares), Zuckerman Investment Group, LLC (148K shares), CITIGROUP INC (133K shares), Ancora Advisors, LLC (130K shares), and DOLIVER CAPITAL ADVISORS, LP (95.7K shares).
This table shows the top 35 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.