We are live on ! Find out more
BIT icon

BlackRock Multi-Sector Income Trust
BIT

68 hedge funds and large institutions have $207M invested in BlackRock Multi-Sector Income Trust in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

5% more funds holding

Funds holding: 65 → 68 (+3)

2.41% more ownership

Funds ownership: 29.74% → 32.15% (+2.4%)

0% more capital invested

Capital invested by funds: $206M → $207M (+$589K)

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
24
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EVM
Eaton Vance Management
Massachusetts
+$11.9M
2
RCM
Rivernorth Capital Management
Florida
+$3.55M
3
CRC
Curi RMB Capital
Illinois
+$2.92M
4
SFS
Shaker Financial Services
Virginia
+$1.98M
5
Millennium Management
Millennium Management
New York
+$1.32M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$4.47M
2
UBS Group
UBS Group
Switzerland
-$3.37M
3
VIA
Vident Investment Advisory
Georgia
-$1.26M
4
COLIM
City of London Investment Management
United Kingdom
-$1.13M
5
MML Investors Services
MML Investors Services
Massachusetts
-$885K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
26
Wolverine Asset Management
Illinois
$1.2M +$1.26M +71,708 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.13M +$275K +15,634 +30%
JIP
28
Jaffetilchin Investment Partners
Florida
$964K +$27K +1,535 +3%
SCM
29
Saba Capital Management
New York
$864K +$904K +51,467 New
DA
30
Doliver Advisors
Texas
$748K +$354K +20,178 +83%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$740K -$11K -628 -1%
DWM
32
Dynasty Wealth Management
Florida
$728K +$10K +570 +1%
EWM
33
Edge Wealth Management
New York
$675K +$29.2K +1,661 +4%
XSC
34
X-Square Capital
Puerto Rico
$588K – – –
PVWM
35
Point View Wealth Management
New Jersey
$567K -$5.27K -300 -0.9%
ACP
36
Aviance Capital Partners
Florida
$514K +$55.2K +3,144 +11%
COLIM
37
City of London Investment Management
United Kingdom
$473K -$1.13M -64,310 -70%
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$447K -$15.2K -867 -3%
MML Investors Services
39
MML Investors Services
Massachusetts
$400K -$885K -50,366 -68%
SWP
40
Stratos Wealth Partners
Ohio
$339K -$167K -9,500 -32%
AG
41
Advisor Group
Arizona
$326K -$4.23K -241 -1%
JMPWA
42
JP Morgan Private Wealth Advisors
California
$253K – – –
FG
43
Fiduciary Group
Georgia
$246K – – –
CBA
44
Coastal Bridge Advisors
Connecticut
$231K -$72.9K -4,148 -23%
BTS
45
BB&T Securities
Virginia
$207K -$102K -5,790 -32%
DAS
46
Dynamic Advisor Solutions
Arizona
$205K +$214K +12,205 New
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$190K +$4.29K +244 +2%
FAAS
48
First Allied Advisory Services
California
$175K -$8.78K -500 -5%
OC
49
Oppenheimer & Co
New York
$175K +$184K +10,450 New
WWMSC
50
Wagner Wealth Management (South Carolina)
South Carolina
$169K – – –
1
2
3

BIT Hedge Fund Activity: Q1 2018 in Review

68 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q1 2018, worth a combined $207M — up 0.29% from $206M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BIT positions and 6 closed out — a net gain of 3 holders — while 24 added to existing stakes and 20 trimmed.

The largest buyer was Eaton Vance Management, adding an estimated $11.9M. The largest seller was Bank of America, cutting an estimated $4.47M.

  • 68 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q1 2018, up from 65 in Q4 2017.
  • Funds reported $207M of BlackRock Multi-Sector Income Trust stock for Q1 2018, up 0.29% quarter-over-quarter.
  • 9 funds opened new BlackRock Multi-Sector Income Trust positions in Q1 2018 and 6 closed out, a net change of +3 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q1 2018 was Eaton Vance Management, an estimated $11.9M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q1 2018 was Bank of America, an estimated $4.47M sold.

Based on aggregated 13F filings for Q1 2018.