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BlackRock Multi-Sector Income Trust
BIT

73 hedge funds and large institutions have $199M invested in BlackRock Multi-Sector Income Trust in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

9% more funds holding

Funds holding: 67 → 73 (+6)

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

0.52% more ownership

Funds ownership: 31.78% → 32.3% (+0.52%)

0% less capital invested

Capital invested by funds: $200M → $199M (-$434K)

Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
23
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$3.52M
2
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
+$2.77M
3
UBS Group
UBS Group
Switzerland
+$1.2M
4
Ameriprise
Ameriprise
Minnesota
+$970K
5
Invesco
Invesco
Georgia
+$439K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$2.96M
2
SFS
Shaker Financial Services
Virginia
-$2.12M
3
PPA
Parametric Portfolio Associates
Washington
-$1.67M
4
Wells Fargo
Wells Fargo
California
-$618K
5
LPL Financial
LPL Financial
California
-$557K
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
Apriem Advisors
California
$939K -$72.8K -4,300 -7%
FM
27
Family Management
New York
$797K +$190K +11,201 +33%
MAFM
28
Mid Atlantic Financial Management
Pennsylvania
$753K +$38.1K +2,250 +5%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$732K -$36K -2,124 -5%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$719K +$728 +43 +0.1%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$713K +$52.1K +3,077 +8%
SWP
32
Stratos Wealth Partners
Ohio
$582K -$6.79K -401 -1%
MFG
33
Magnus Financial Group
New York
$569K -$175K -10,345 -24%
ACP
34
Aviance Capital Partners
Florida
$562K +$3.56K +210 +0.7%
PVWM
35
Point View Wealth Management
New Jersey
$536K – – –
P
36
&Partners
Tennessee
$425K +$413K +24,367 New
CF
37
Centaurus Financial
California
$376K +$360K +21,284 +7,768%
CAN
38
Cetera Advisor Networks
California
$366K -$8.6K -508 -2%
BTS
39
BB&T Securities
Virginia
$333K +$20.3K +1,200 +7%
AG
40
Advisor Group
Arizona
$260K -$5.43K -321 -2%
OC
41
Oppenheimer & Co
New York
$258K -$256K -15,122 -51%
FAAS
42
First Allied Advisory Services
California
$232K -$42.3K -2,500 -16%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$232K +$27.1K +1,599 +14%
FG
44
Fiduciary Group
Georgia
$230K – – –
AAS
45
Avantax Advisory Services
Texas
$218K +$212K +12,507 New
DAS
46
Dynamic Advisor Solutions
Arizona
$217K -$5.71K -337 -3%
CBA
47
Coastal Bridge Advisors
Connecticut
$207K +$1.98K +117 +1%
ACI
48
Alpha Cubed Investments
California
$201K – – –
PAG
49
Private Advisor Group
New Jersey
$193K – – –
XSC
50
X-Square Capital
Puerto Rico
$175K – – –
1
2
3 4

BIT Hedge Fund Activity: Q2 2019 in Review

73 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q2 2019, worth a combined $199M — down 0.22% from $200M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BIT positions and 10 closed out — a net gain of 6 holders — while 23 added to existing stakes and 21 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $3.52M. The largest seller was Rivernorth Capital Management, cutting an estimated $2.96M.

  • 73 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q2 2019, up from 67 in Q1 2019.
  • Funds reported $199M of BlackRock Multi-Sector Income Trust stock for Q2 2019, down 0.22% quarter-over-quarter.
  • 16 funds opened new BlackRock Multi-Sector Income Trust positions in Q2 2019 and 10 closed out, a net change of +6 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q2 2019 was Cohen & Steers, an estimated $3.52M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q2 2019 was Rivernorth Capital Management, an estimated $2.96M sold.

Based on aggregated 13F filings for Q2 2019.