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BlackRock Multi-Sector Income Trust

59 hedge funds and large institutions have $207M invested in BlackRock Multi-Sector Income Trust in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

3% more capital invested

Capital invested by funds: $202M → $207M (+$5.13M)

0.17% less ownership

Funds ownership: 29.18%29.01% (-0.17%)

5% less funds holding

Funds holding: 6259 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
24
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$908K +$215K +11,726 +32%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$844K -$16.2K -887 -2%
EWM
28
Edge Wealth Management
New York
$729K +$8.11K +443 +1%
Stifel Financial
29
Stifel Financial
Missouri
$713K -$15.9K -869 -2%
DA
30
Doliver Advisors
Texas
$652K -$327K -17,881 -34%
PVWM
31
Point View Wealth Management
New Jersey
$619K
ACP
32
Aviance Capital Partners
Florida
$555K +$1.92K +105 +0.4%
SWP
33
Stratos Wealth Partners
Ohio
$542K +$11.4K +622 +2%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$503K +$204K +11,152 +71%
AGA
35
Accuvest Global Advisors
Utah
$467K -$1.05M -57,313 -70%
LCM
36
Laurion Capital Management
New York
$401K -$506K -27,621 -56%
BTS
37
BB&T Securities
Virginia
$340K -$17.4K -950 -5%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$282K
FG
39
Fiduciary Group
Georgia
$274K +$54.9K +3,000 +26%
CBA
40
Coastal Bridge Advisors
Connecticut
$271K -$208K -11,337 -44%
IA
41
IFP Advisors
Florida
$250K +$109K +5,975 +81%
CAN
42
Cetera Advisor Networks
California
$240K -$4.63K -253 -2%
FAAS
43
First Allied Advisory Services
California
$194K +$188K +10,253 New
RJFSA
44
Raymond James Financial Services Advisors
Florida
$190K +$186K +10,135 New
TJHA
45
Thomas J. Herzfeld Advisors
Florida
$167K -$31.2K -1,705 -16%
JP Morgan Chase
46
JP Morgan Chase
New York
$132K +$12K +658 +10%
AG
47
Advisor Group
Arizona
$130K +$9.16K +500 +8%
HNB
48
Huntington National Bank
Ohio
$112K
WAM
49
Wealthspire Advisors (Maryland)
Maryland
$84K -$2.44K -133 -3%
Citigroup
50
Citigroup
New York
$59K -$604 -33 -1%

BIT Hedge Fund Activity: Q3 2017 in Review

59 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q3 2017, worth a combined $207M — up 2.5% from $202M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BIT and 6 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 24 added.

The largest buyer was Advisors Asset Management, adding an estimated $4.01M. The largest seller was Rivernorth Capital Management, cutting an estimated $3.59M.

  • 59 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q3 2017, down from 62 in Q2 2017.
  • Funds reported $207M of BlackRock Multi-Sector Income Trust stock for Q3 2017, up 2.5% quarter-over-quarter.
  • 6 funds opened new BlackRock Multi-Sector Income Trust positions in Q3 2017 and 9 closed out, a net change of -3 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q3 2017 was Advisors Asset Management, an estimated $4.01M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q3 2017 was Rivernorth Capital Management, an estimated $3.59M sold.

Based on aggregated 13F filings for Q3 2017.