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BlackRock Multi-Sector Income Trust

79 hedge funds and large institutions have $116M invested in BlackRock Multi-Sector Income Trust in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

27% more capital invested

Capital invested by funds: $91.5M → $116M (+$24.4M)

3.43% more ownership

Funds ownership: 16.84%20.26% (+3.4%)

3% more funds holding

Funds holding: 7779 (+2)

32% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 31

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
21
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$795K -$19.7K -1,340 -2%
Cerity Partners
27
Cerity Partners
New York
$791K +$44 +3 +0%
SPIA
28
Steward Partners Investment Advisory
New York
$777K +$621K +42,317 +447%
AWS
29
Atria Wealth Solutions
New York
$735K +$308K +21,027 +75%
First Trust Advisors
30
First Trust Advisors
Illinois
$731K -$68K -4,638 -9%
CAN
31
Cetera Advisor Networks
California
$719K -$118K -8,050 -14%
DC
32
Davenport & Co
Virginia
$596K -$49.2K -3,358 -8%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$575K +$14K +955 +3%
Wells Fargo
34
Wells Fargo
California
$574K -$63.8K -4,352 -10%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$480K -$37.3K -2,542 -7%
SA
36
Sunesis Advisors
Kansas
$367K
PWA
37
Primoris Wealth Advisors
Florida
$334K +$150K +10,250 +85%
SWP
38
Stratos Wealth Partners
Ohio
$292K
ASN
39
Advisory Services Network
Georgia
$289K -$6.92K -472 -2%
MHB
40
Midwest Heritage Bank
Iowa
$287K -$15.2K -1,038 -5%
FG
41
Fiduciary Group
Georgia
$283K
IFG
42
Independent Financial Group
California
$265K
Stifel Financial
43
Stifel Financial
Missouri
$240K -$3.18K -217 -1%
PGFC
44
Peapack-Gladstone Financial Corp
New Jersey
$235K -$23K -1,569 -9%
FCFC
45
First Citizens Financial Corp
Iowa
$234K
SCA
46
Snowden Capital Advisors
New York
$217K +$1.45K +99 +0.7%
SCA
47
SMH Capital Advisors
Texas
$190K -$2.96K -202 -2%
HF
48
HRT Financial
New York
$190K +$187K +12,726 New
WWM
49
Western Wealth Management
Colorado
$189K -$58.5K -3,992 -24%
Jane Street
50
Jane Street
New York
$188K +$184K +12,550 New

BIT Hedge Fund Activity: Q4 2023 in Review

79 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q4 2023, worth a combined $116M — up 27% from $91.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BIT positions and 7 closed out — a net gain of 2 holders — while 21 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.2M. The largest seller was Cresset Asset Management, exiting entirely with an estimated $1.24M sold.

  • 79 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q4 2023, up from 77 in Q3 2023.
  • Funds reported $116M of BlackRock Multi-Sector Income Trust stock for Q4 2023, up 27% quarter-over-quarter.
  • 9 funds opened new BlackRock Multi-Sector Income Trust positions in Q4 2023 and 7 closed out, a net change of +2 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q4 2023 was Morgan Stanley, an estimated $15.2M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q4 2023 was Cresset Asset Management, an estimated $1.24M sold.

Based on aggregated 13F filings for Q4 2023.