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BlackRock Multi-Sector Income Trust

73 hedge funds and large institutions have $83.4M invested in BlackRock Multi-Sector Income Trust in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

9% more funds holding

Funds holding: 6773 (+6)

0.44% more ownership

Funds ownership: 15.16%15.6% (+0.44%)

11% less capital invested

Capital invested by funds: $93.8M → $83.4M (-$10.4M)

Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
28
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$793K -$18.7K -1,233 -2%
AAM
27
Advisors Asset Management
Colorado
$774K -$13.8K -911 -2%
CCM
28
Covington Capital Management
California
$749K +$758K +50,000 +1,852%
SWP
29
Stratos Wealth Partners
Ohio
$739K -$69.7K -4,600 -8%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$738K +$27.4K +1,807 +4%
CAN
31
Cetera Advisor Networks
California
$648K -$430K -28,368 -38%
WAM
32
Wolverine Asset Management
Illinois
$636K +$300K +19,788 +79%
Osaic Holdings
33
Osaic Holdings
Arizona
$618K +$31.3K +2,067 +5%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$542K +$287K +18,913 +98%
RIG
35
Ramiah Investment Group
Wisconsin
$529K -$6.69K -441 -1%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$494K +$43.4K +2,864 +9%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$456K -$1.09K -72 -0.2%
LCM
38
Landscape Capital Management
New Jersey
$436K +$64.2K +4,234 +16%
Stifel Financial
39
Stifel Financial
Missouri
$374K +$5.18K +342 +1%
MHB
40
Midwest Heritage Bank
Iowa
$354K +$20.7K +1,368 +6%
FG
41
Fiduciary Group
Georgia
$349K -$6.82K -450 -2%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$317K +$16.1K +1,065 +5%
PGFC
43
Peapack-Gladstone Financial Corp
New Jersey
$307K -$8.37K -552 -2%
SCA
44
SMH Capital Advisors
Texas
$285K +$74.5K +4,916 +32%
OC
45
Oppenheimer & Co
New York
$276K +$7.08K +467 +2%
OFG
46
OTA Financial Group
New York
$248K +$265K +17,457 New
AWS
47
Atria Wealth Solutions
New York
$242K +$6.9K +455 +3%
CCFM
48
Clear Creek Financial Management
Washington
$206K -$11.1K -731 -5%
P
49
&Partners
Tennessee
$200K -$7.25K -478 -3%
FCFC
50
First Citizens Financial Corp
Iowa
$192K +$204K +13,488 New

BIT Hedge Fund Activity: Q2 2022 in Review

73 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q2 2022, worth a combined $83.4M — down 11% from $93.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BIT positions and 6 closed out — a net gain of 6 holders — while 28 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.72M. The largest seller was Wealthspire Advisors (New York), cutting an estimated $1.82M.

  • 73 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q2 2022, up from 67 in Q1 2022.
  • Funds reported $83.4M of BlackRock Multi-Sector Income Trust stock for Q2 2022, down 11% quarter-over-quarter.
  • 12 funds opened new BlackRock Multi-Sector Income Trust positions in Q2 2022 and 6 closed out, a net change of +6 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q2 2022 was Morgan Stanley, an estimated $1.72M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q2 2022 was Wealthspire Advisors (New York), an estimated $1.82M sold.

Based on aggregated 13F filings for Q2 2022.