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BlackRock Multi-Sector Income Trust
BIT

68 hedge funds and large institutions have $161M invested in BlackRock Multi-Sector Income Trust in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

5% more funds holding

Funds holding: 65 → 68 (+3)

4.09% less ownership

Funds ownership: 30.6% → 26.51% (-4.1%)

13% less capital invested

Capital invested by funds: $186M → $161M (-$25M)

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$2.29M
2
SFS
Shaker Financial Services
Virginia
+$1.18M
3
Wells Fargo
Wells Fargo
California
+$1.16M
4
AAM
Advisors Asset Management
Colorado
+$691K
5
Truist Financial
Truist Financial
North Carolina
+$414K

Top Sellers

Rank Fund Capital Flow
1
EVM
Eaton Vance Management
Massachusetts
-$13.3M
2
VIA
Vident Investment Advisory
Georgia
-$9.87M
3
RCM
Rivernorth Capital Management
Florida
-$5.76M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.93M
5
UBS Group
UBS Group
Switzerland
-$1.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
FM
26
Family Management
New York
$624K -$93.7K -5,510 -12%
AA
27
Apriem Advisors
California
$608K -$190K -11,150 -23%
LPL Financial
28
LPL Financial
California
$542K +$242K +14,217 +74%
SWP
29
Stratos Wealth Partners
Ohio
$539K +$153 +9 +0%
MFG
30
Magnus Financial Group
New York
$532K +$2.89K +170 +0.5%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$529K -$6.66K -392 -1%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$491K -$181K -10,632 -26%
PVWM
33
Point View Wealth Management
New Jersey
$460K -$25.5K -1,499 -5%
CAN
34
Cetera Advisor Networks
California
$414K +$79.6K +4,685 +22%
Truist Financial
35
Truist Financial
North Carolina
$394K +$414K +24,348 New
RIG
36
Ramiah Investment Group
Wisconsin
$357K +$376K +22,105 New
FG
37
Fiduciary Group
Georgia
$325K -$19.5K -1,150 -5%
P
38
&Partners
Tennessee
$294K -$13K -764 -4%
OC
39
Oppenheimer & Co
New York
$285K +$14.4K +850 +5%
AAS
40
Avantax Advisory Services
Texas
$248K +$3.99K +235 +2%
ASN
41
Advisory Services Network
Georgia
$248K +$261K +15,328 New
LCM
42
Landscape Capital Management
New Jersey
$236K +$248K +14,580 New
FAAS
43
First Allied Advisory Services
California
$213K – – –
SCA
44
SMH Capital Advisors
Texas
$181K +$5.1K +300 +3%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$178K -$24.7K -1,456 -12%
BFM
46
Boothbay Fund Management
New York
$178K +$187K +11,000 New
AG
47
Advisor Group
Arizona
$170K – – –
Millennium Management
48
Millennium Management
New York
$165K -$138K -8,112 -44%
DAS
49
Dynamic Advisor Solutions
Arizona
$164K -$37.5K -2,206 -18%
XSC
50
X-Square Capital
Puerto Rico
$162K – – –
1
2
3

BIT Hedge Fund Activity: Q4 2019 in Review

68 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q4 2019, worth a combined $161M — down 13% from $186M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BIT positions and 6 closed out — a net gain of 4 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $2.29M. The largest seller was Eaton Vance Management, cutting an estimated $13.3M.

  • 68 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q4 2019, up from 65 in Q3 2019.
  • Funds reported $161M of BlackRock Multi-Sector Income Trust stock for Q4 2019, down 13% quarter-over-quarter.
  • 10 funds opened new BlackRock Multi-Sector Income Trust positions in Q4 2019 and 6 closed out, a net change of +4 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q4 2019 was Cohen & Steers, an estimated $2.29M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q4 2019 was Eaton Vance Management, an estimated $13.3M sold.

Based on aggregated 13F filings for Q4 2019.