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BlackRock Multi-Sector Income Trust
BIT

61 hedge funds and large institutions have $192M invested in BlackRock Multi-Sector Income Trust in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

2.43% less ownership

Funds ownership: 32.15% → 29.72% (-2.4%)

7% less capital invested

Capital invested by funds: $207M → $192M (-$14.4M)

10% less funds holding

Funds holding: 68 → 61 (-7)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
61
Holders Change
-7
Holders Change %
-10.29%
% of All Funds
1.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
22
Reduced
20
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$2.57M
2
Bank of America
Bank of America
North Carolina
+$1.92M
3
Invesco
Invesco
Georgia
+$1.67M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.5M
5
Creative Planning
Creative Planning
Kansas
+$867K

Top Sellers

Rank Fund Capital Flow
1
EVM
Eaton Vance Management
Massachusetts
-$11.5M
2
SFS
Shaker Financial Services
Virginia
-$3.94M
3
CRC
Curi RMB Capital
Illinois
-$3.32M
4
Bessemer Group
Bessemer Group
New Jersey
-$2.81M
5
WAM
Wolverine Asset Management
Illinois
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
26
Dynasty Wealth Management
Florida
$742K +$938 +55 +0.1%
ACP
27
Aviance Capital Partners
Florida
$642K +$119K +6,954 +23%
EWM
28
Edge Wealth Management
New York
$599K -$88.2K -5,172 -13%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$598K -$801K -46,958 -57%
XSC
30
X-Square Capital
Puerto Rico
$598K – – –
SWP
31
Stratos Wealth Partners
Ohio
$584K +$239K +14,015 +69%
PVWM
32
Point View Wealth Management
New Jersey
$557K -$19.3K -1,133 -3%
COLIM
33
City of London Investment Management
United Kingdom
$481K – – –
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$447K – – –
AG
35
Advisor Group
Arizona
$383K +$52.2K +3,063 +16%
CF
36
Centaurus Financial
California
$338K +$337K +19,763 New
FAAS
37
First Allied Advisory Services
California
$279K +$101K +5,911 +57%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$258K – – –
Millennium Management
39
Millennium Management
New York
$253K -$1.03M -60,200 -80%
FG
40
Fiduciary Group
Georgia
$250K – – –
MML Investors Services
41
MML Investors Services
Massachusetts
$231K -$175K -10,291 -43%
CBA
42
Coastal Bridge Advisors
Connecticut
$224K -$11.5K -677 -5%
DAS
43
Dynamic Advisor Solutions
Arizona
$191K -$17.1K -1,000 -8%
APA
44
American Portfolios Advisors
New York
$139K -$3.12K -183 -2%
WWMSC
45
Wagner Wealth Management (South Carolina)
South Carolina
$103K -$68.2K -4,000 -40%
JP Morgan Chase
46
JP Morgan Chase
New York
$83K -$39.2K -2,300 -32%
Citigroup
47
Citigroup
New York
$78K -$3.21K -188 -4%
WAM
48
Wealthspire Advisors (Maryland)
Maryland
$77K – – –
SFG
49
SevenBridge Financial Group
Pennsylvania
$76K – – –
SWM
50
SeaCrest Wealth Management
New York
$75K – – –
1
2
3

BIT Hedge Fund Activity: Q2 2018 in Review

61 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q2 2018, worth a combined $192M — down 7% from $207M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BIT and 5 opened new positions — a net loss of 6 holders — while 20 trimmed existing stakes and 22 added.

The largest buyer was Stifel Financial, adding an estimated $2.57M. The largest seller was Eaton Vance Management, cutting an estimated $11.5M.

  • 61 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q2 2018, down from 68 in Q1 2018.
  • Funds reported $192M of BlackRock Multi-Sector Income Trust stock for Q2 2018, down 7% quarter-over-quarter.
  • 5 funds opened new BlackRock Multi-Sector Income Trust positions in Q2 2018 and 11 closed out, a net change of -6 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q2 2018 was Stifel Financial, an estimated $2.57M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q2 2018 was Eaton Vance Management, an estimated $11.5M sold.

Based on aggregated 13F filings for Q2 2018.