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BlackRock Multi-Sector Income Trust

65 hedge funds and large institutions have $186M invested in BlackRock Multi-Sector Income Trust in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

1.7% less ownership

Funds ownership: 32.3%30.6% (-1.7%)

7% less capital invested

Capital invested by funds: $199M → $186M (-$13.3M)

11% less funds holding

Funds holding: 7365 (-8)

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

Holders
65
Holders Change
-8
Holders Change %
-10.96%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
23
Reduced
24
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FM
26
Family Management
New York
$758K -$25.9K -1,504 -3%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$704K +$2.99K +174 +0.4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$700K -$6.97K -405 -1%
SWP
29
Stratos Wealth Partners
Ohio
$572K +$138 +8 +0%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$568K -$151K -8,807 -21%
MFG
31
Magnus Financial Group
New York
$563K +$2.7K +157 +0.5%
GSWM
32
Golden State Wealth Management
California
$557K -$717K -41,699 -56%
PVWM
33
Point View Wealth Management
New Jersey
$514K -$12.4K -720 -2%
BTS
34
BB&T Securities
Virginia
$430K +$103K +5,974 +31%
CF
35
Centaurus Financial
California
$366K -$3.56K -207 -1%
FG
36
Fiduciary Group
Georgia
$365K +$139K +8,090 +61%
CAN
37
Cetera Advisor Networks
California
$361K
LPL Financial
38
LPL Financial
California
$332K -$682K -39,636 -67%
P
39
&Partners
Tennessee
$326K -$92.8K -5,398 -22%
Millennium Management
40
Millennium Management
New York
$314K +$315K +18,319 New
OC
41
Oppenheimer & Co
New York
$288K +$34.2K +1,990 +13%
AAS
42
Avantax Advisory Services
Texas
$260K +$45.9K +2,671 +21%
FAAS
43
First Allied Advisory Services
California
$226K -$3.27K -190 -1%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$214K -$13.9K -808 -6%
DAS
45
Dynamic Advisor Solutions
Arizona
$212K -$843 -49 -0.4%
FIA
46
FNY Investment Advisers
New York
$193K +$194K +11,276 New
SCA
47
SMH Capital Advisors
Texas
$187K +$187K +10,889 New
AG
48
Advisor Group
Arizona
$181K -$74.6K -4,335 -29%
XSC
49
X-Square Capital
Puerto Rico
$172K
WOC
50
West Oak Capital
California
$132K +$17.2K +1,000 +15%

BIT Hedge Fund Activity: Q3 2019 in Review

65 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q3 2019, worth a combined $186M — down 6.7% from $199M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BIT and 5 opened new positions — a net loss of 8 holders — while 24 trimmed existing stakes and 23 added.

The largest buyer was Wells Fargo, adding an estimated $815K. The largest seller was Eaton Vance Management, cutting an estimated $4.38M.

  • 65 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q3 2019, down from 73 in Q2 2019.
  • Funds reported $186M of BlackRock Multi-Sector Income Trust stock for Q3 2019, down 6.7% quarter-over-quarter.
  • 5 funds opened new BlackRock Multi-Sector Income Trust positions in Q3 2019 and 13 closed out, a net change of -8 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q3 2019 was Wells Fargo, an estimated $815K added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q3 2019 was Eaton Vance Management, an estimated $4.38M sold.

Based on aggregated 13F filings for Q3 2019.