We are live on ! Find out more
BIT icon

BlackRock Multi-Sector Income Trust

75 hedge funds and large institutions have $115M invested in BlackRock Multi-Sector Income Trust in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 16

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

10% more funds holding

Funds holding: 6875 (+7)

4.86% more ownership

Funds ownership: 26.51%31.37% (+4.9%)

28% less capital invested

Capital invested by funds: $161M → $115M (-$45.8M)

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
31
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
26
Clear Creek Financial Management
Washington
$816K -$5.94K -393 -0.6%
Osaic Holdings
27
Osaic Holdings
Arizona
$799K +$35.9M +2,374,509 New
BI
28
Bramshill Investments
Florida
$709K +$888K +58,792 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$638K +$798K +52,838 New
22CM
30
20/20 Capital Management
California
$627K -$2.72K -180 -0.4%
SIA
31
Sit Investment Associates
Minnesota
$609K +$763K +50,490 New
SWP
32
Stratos Wealth Partners
Ohio
$534K +$164K +10,874 +33%
Millennium Management
33
Millennium Management
New York
$506K +$479K +31,684 +310%
CRC
34
Curi RMB Capital
Illinois
$424K +$531K +35,139 New
LPL Financial
35
LPL Financial
California
$397K -$10.1K -670 -2%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$344K -$28K -1,854 -6%
PVWM
37
Point View Wealth Management
New Jersey
$334K -$12.6K -834 -3%
CAN
38
Cetera Advisor Networks
California
$320K +$11.9K +790 +3%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$307K +$384K +25,409 New
Truist Financial
40
Truist Financial
North Carolina
$300K +$6.92K +458 +2%
Thrivent Financial for Lutherans
41
Thrivent Financial for Lutherans
Minnesota
$271K +$339K +22,416 New
RIG
42
Ramiah Investment Group
Wisconsin
$265K -$2.61K -173 -0.8%
ASN
43
Advisory Services Network
Georgia
$262K +$96.9K +6,415 +42%
FG
44
Fiduciary Group
Georgia
$259K +$19.6K +1,298 +6%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$230K +$121K +8,022 +73%
AA
46
AQR Arbitrage
Connecticut
$223K +$279K +18,446 New
P
47
&Partners
Tennessee
$213K -$8.51K -563 -3%
MFG
48
Magnus Financial Group
New York
$184K -$268K -17,743 -54%
AAS
49
Avantax Advisory Services
Texas
$184K -$2.01K -133 -0.9%
WAM
50
Wolverine Asset Management
Illinois
$175K +$71.8K +4,749 +49%

BIT Hedge Fund Activity: Q1 2020 in Review

75 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q1 2020, worth a combined $115M — down 28% from $161M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BIT positions and 10 closed out — a net gain of 9 holders — while 31 added to existing stakes and 16 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $12.4M. The largest seller was UBS Group, cutting an estimated $21.8M.

  • 75 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q1 2020, up from 68 in Q4 2019.
  • Funds reported $115M of BlackRock Multi-Sector Income Trust stock for Q1 2020, down 28% quarter-over-quarter.
  • 19 funds opened new BlackRock Multi-Sector Income Trust positions in Q1 2020 and 10 closed out, a net change of +9 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q1 2020 was Saba Capital Management, an estimated $12.4M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q1 2020 was UBS Group, an estimated $21.8M sold.

Based on aggregated 13F filings for Q1 2020.