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BlackRock Multi-Sector Income Trust
BIT

62 hedge funds and large institutions have $179M invested in BlackRock Multi-Sector Income Trust in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

7% more funds holding

Funds holding: 58 → 62 (+4)

0.54% more ownership

Funds ownership: 27.81% → 28.35% (+0.54%)

2% less capital invested

Capital invested by funds: $182M → $179M (-$3.08M)

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
28
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$2.04M
2
Millennium Management
Millennium Management
New York
+$1.83M
3
Morgan Stanley
Morgan Stanley
New York
+$1.67M
4
UBS Group
UBS Group
Switzerland
+$1.03M
5
CRC
Curi RMB Capital
Illinois
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
YMRC
Yorktown Management & Research Company
Virginia
-$3.21M
2
LCM
Laurion Capital Management
New York
-$3.13M
3
COLIM
City of London Investment Management
United Kingdom
-$1.22M
4
RJA
Raymond James & Associates
Florida
-$1.02M
5
Invesco
Invesco
Georgia
-$428K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$964K +$229K +13,915 +31%
DA
27
Doliver Advisors
Texas
$931K +$197K +11,967 +27%
MFS
28
MSI Financial Services
Massachusetts
$927K +$144K +8,740 +18%
JIP
29
Jaffetilchin Investment Partners
Florida
$834K +$17.5K +1,063 +2%
YMRC
30
Yorktown Management & Research Company
Virginia
$742K -$3.21M -195,000 -81%
Stifel Financial
31
Stifel Financial
Missouri
$628K -$91.8K -5,571 -13%
PVWM
32
Point View Wealth Management
New Jersey
$530K +$530K +32,148 New
SFS
33
Shaker Financial Services
Virginia
$523K +$523K +31,736 New
RVPG
34
Relative Value Partners Group
$508K -$28.8K -1,750 -5%
MIG
35
Mariner Investment Group
New York
$356K +$68.6K +4,160 +24%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$350K +$350K +21,250 New
BTS
37
BB&T Securities
Virginia
$343K – – –
CAN
38
Cetera Advisor Networks
California
$321K -$143K -8,659 -31%
ACP
39
Aviance Capital Partners
Florida
$321K +$9.87K +599 +3%
SLG
40
Stanley-Laman Group
Pennsylvania
$263K +$263K +15,940 New
JMPWA
41
JP Morgan Private Wealth Advisors
California
$248K +$248K +15,075 New
TJHA
42
Thomas J. Herzfeld Advisors
Florida
$238K -$19K -1,150 -7%
CBA
43
Coastal Bridge Advisors
Connecticut
$232K +$232K +14,071 New
WAM
44
Weiss Asset Management
Massachusetts
$224K +$224K +13,563 New
AGM
45
Alpine Global Management
New York
$222K +$222K +13,463 New
BW
46
Bison Wealth
Georgia
$193K +$3.97K +241 +2%
FG
47
Fiduciary Group
Georgia
$192K +$1.65K +100 +0.9%
CIA
48
Capital Investment Advisors
Georgia
$183K -$80.8K -4,900 -31%
DADC
49
D.A. Davidson & Co
Montana
$154K +$74.6K +4,525 +94%
IA
50
IFP Advisors
Florida
$99K – – –
1
2
3

BIT Hedge Fund Activity: Q4 2016 in Review

62 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q4 2016, worth a combined $179M — down 1.7% from $182M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BIT positions and 7 closed out — a net gain of 5 holders — while 28 added to existing stakes and 13 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $2.04M. The largest seller was Yorktown Management & Research Company, cutting an estimated $3.21M.

  • 62 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q4 2016, up from 58 in Q3 2016.
  • Funds reported $179M of BlackRock Multi-Sector Income Trust stock for Q4 2016, down 1.7% quarter-over-quarter.
  • 12 funds opened new BlackRock Multi-Sector Income Trust positions in Q4 2016 and 7 closed out, a net change of +5 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q4 2016 was Rivernorth Capital Management, an estimated $2.04M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q4 2016 was Yorktown Management & Research Company, an estimated $3.21M sold.

Based on aggregated 13F filings for Q4 2016.