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BlackRock Multi-Sector Income Trust

70 hedge funds and large institutions have $126M invested in BlackRock Multi-Sector Income Trust in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

6% more funds holding

Funds holding: 6670 (+4)

0% less capital invested

Capital invested by funds: $126M → $126M (-$510K)

2.12% less ownership

Funds ownership: 23.33%21.21% (-2.1%)

29% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 28

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
20
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$807K -$15.6K -1,000 -2%
BI
27
Bramshill Investments
Florida
$680K -$283K -18,143 -30%
SWP
28
Stratos Wealth Partners
Ohio
$668K -$81K -5,190 -11%
FM
29
Family Management
New York
$599K +$136K +8,715 +30%
SFS
30
Shaker Financial Services
Virginia
$585K -$2.33M -149,244 -80%
RIG
31
Ramiah Investment Group
Wisconsin
$475K +$75.5K +4,840 +19%
CAN
32
Cetera Advisor Networks
California
$412K -$56.4K -3,614 -12%
PVWM
33
Point View Wealth Management
New Jersey
$412K
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$381K +$25K +1,603 +7%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$358K -$14.1K -905 -4%
Truist Financial
36
Truist Financial
North Carolina
$343K -$8.31K -533 -2%
FG
37
Fiduciary Group
Georgia
$335K -$3.12K -200 -0.9%
ASN
38
Advisory Services Network
Georgia
$312K -$44.8K -2,873 -13%
SKK
39
Shepherd Kaplan Krochuk
Massachusetts
$297K +$294K +18,840 New
DC
40
Davenport & Co
Virginia
$257K +$254K +16,300 New
MC
41
Moors & Cabot
Massachusetts
$254K -$19.7K -1,264 -7%
AAS
42
Avantax Advisory Services
Texas
$235K -$37.5K -2,403 -14%
P
43
&Partners
Tennessee
$221K -$39.3K -2,519 -15%
KA
44
Kovack Advisors
Florida
$211K +$2.26K +145 +1%
CBA
45
Coastal Bridge Advisors
Connecticut
$202K +$2.35K +151 +1%
SCA
46
SMH Capital Advisors
Texas
$190K -$1.45K -93 -0.8%
SPC
47
Sigma Planning Corp
Michigan
$185K +$183K +11,732 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$177K +$175K +11,220 New
SCA
49
Snowden Capital Advisors
New York
$177K +$7.8K +500 +5%
Jane Street
50
Jane Street
New York
$168K +$166K +10,644 New

BIT Hedge Fund Activity: Q3 2020 in Review

70 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q3 2020, worth a combined $126M — down 0.4% from $126M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BIT positions and 9 closed out — a net gain of 4 holders — while 20 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.05M. The largest seller was Rivernorth Capital Management, cutting an estimated $4.41M.

  • 70 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q3 2020, up from 66 in Q2 2020.
  • Funds reported $126M of BlackRock Multi-Sector Income Trust stock for Q3 2020, down 0.4% quarter-over-quarter.
  • 13 funds opened new BlackRock Multi-Sector Income Trust positions in Q3 2020 and 9 closed out, a net change of +4 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q3 2020 was Morgan Stanley, an estimated $1.05M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q3 2020 was Rivernorth Capital Management, an estimated $4.41M sold.

Based on aggregated 13F filings for Q3 2020.