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BlackRock Multi-Sector Income Trust

72 hedge funds and large institutions have $102M invested in BlackRock Multi-Sector Income Trust in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

18% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 22

0% more funds holding

Funds holding: 7272 (0)

2.04% less ownership

Funds ownership: 16.58%14.54% (-2%)

13% less capital invested

Capital invested by funds: $118M → $102M (-$15.8M)

Holders
72
Holders Change
Holders Change %
0%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
26
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$830K -$183K -9,833 -18%
MAFM
27
Mid Atlantic Financial Management
Pennsylvania
$795K +$199K +10,700 +34%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$671K -$34.3K -1,839 -5%
RIG
29
Ramiah Investment Group
Wisconsin
$584K +$83.4K +4,474 +17%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$519K +$5.95K +319 +1%
Stifel Financial
31
Stifel Financial
Missouri
$464K
OC
32
Oppenheimer & Co
New York
$457K +$165K +8,825 +57%
PGFC
33
Peapack-Gladstone Financial Corp
New Jersey
$434K +$19 +1 +0%
FG
34
Fiduciary Group
Georgia
$403K
USCWA
35
U.S. Capital Wealth Advisors
Texas
$374K +$373K +20,000 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$336K +$93.6K +5,020 +39%
IFG
37
Independent Financial Group
California
$281K
Truist Financial
38
Truist Financial
North Carolina
$278K -$63.7K -3,418 -19%
CCFM
39
Clear Creek Financial Management
Washington
$267K -$389K -20,858 -59%
P
40
&Partners
Tennessee
$254K -$14.8K -795 -6%
SCA
41
SMH Capital Advisors
Texas
$247K -$5.8K -311 -2%
KAS
42
Kestra Advisory Services
Texas
$228K +$40K +2,146 +21%
SCA
43
Snowden Capital Advisors
New York
$223K +$13.5K +725 +6%
TCA
44
Transcend Capital Advisors
New Jersey
$211K +$209K +11,188 New
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$203K +$15.4K +824 +8%
WI
46
Wintrust Investments
Illinois
$201K -$5.14K -276 -3%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$161K
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$156K +$2.94K +158 +2%
WOC
49
West Oak Capital
California
$146K
SPIA
50
Steward Partners Investment Advisory
New York
$127K +$3.73K +200 +3%

BIT Hedge Fund Activity: Q3 2021 in Review

72 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q3 2021, worth a combined $102M — down 13% from $118M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BIT positions and 6 closed out — a net gain of 2 holders — while 26 added to existing stakes and 22 trimmed.

The largest buyer was E&G Advisors, opening a new position worth an estimated $1.78M. The largest seller was Morgan Stanley, cutting an estimated $5.87M.

  • 72 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $102M of BlackRock Multi-Sector Income Trust stock for Q3 2021, down 13% quarter-over-quarter.
  • 8 funds opened new BlackRock Multi-Sector Income Trust positions in Q3 2021 and 6 closed out, a net change of +2 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q3 2021 was E&G Advisors, an estimated $1.78M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q3 2021 was Morgan Stanley, an estimated $5.87M sold.

Based on aggregated 13F filings for Q3 2021.