Q4 2018 13F Holders as of 12/31/2018
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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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42
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Total 13F shares, excl. options
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4.3M
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Shares change
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+239K
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Total reported value, excl. options
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$41M
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Value change
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+$2.11M
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Number of buys
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18
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Number of sells
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-21
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Price
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$9.53
Significant Holders of BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) as of Q4 2018
50 filings reported holding BXSY - BEXIL INVESTMENT TRUST - Shares of Beneficial Interest as of Q4 2018.
BEXIL INVESTMENT TRUST - Shares of Beneficial Interest (BXSY) has 42 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.3M shares
of 12.9M outstanding shares and own 33.36% of the company stock.
Largest 10 shareholders include RAYMOND JAMES & ASSOCIATES (851K shares), Bulldog Investors, LLC (392K shares), Matisse Capital (342K shares), GEODE CAPITAL MANAGEMENT, LLC (305K shares), LANDSCAPE CAPITAL MANAGEMENT, L.L.C. (258K shares), WELLS FARGO & COMPANY/MN (233K shares), HIGHLAND CAPITAL MANAGEMENT LP (231K shares), RMB Capital Management, LLC (170K shares), MML INVESTORS SERVICES, LLC (165K shares), and BANK OF AMERICA CORP /DE/ (159K shares).
This table shows the top 42 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.