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BlackRock Multi-Sector Income Trust

77 hedge funds and large institutions have $102M invested in BlackRock Multi-Sector Income Trust in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

3% less funds holding

Funds holding: 7977 (-2)

3.24% less ownership

Funds ownership: 20.26%17.03% (-3.2%)

12% less capital invested

Capital invested by funds: $116M → $102M (-$14.3M)

Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
24
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$861K -$2.26M -146,700 -73%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$860K +$17.2K +1,120 +2%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$860K +$834K +54,134 New
Cerity Partners
29
Cerity Partners
New York
$837K
SPIA
30
Steward Partners Investment Advisory
New York
$836K +$13K +841 +2%
GC
31
Guggenheim Capital
Illinois
$836K -$276K -17,900 -25%
CAN
32
Cetera Advisor Networks
California
$784K +$22K +1,426 +3%
First Trust Advisors
33
First Trust Advisors
Illinois
$762K -$12K -782 -2%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$624K +$14.2K +925 +2%
DC
35
Davenport & Co
Virginia
$608K -$22.5K -1,459 -4%
Wells Fargo
36
Wells Fargo
California
$586K -$20.5K -1,329 -3%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$519K +$11K +715 +2%
PWA
38
Primoris Wealth Advisors
Florida
$330K -$23.1K -1,500 -7%
ASN
39
Advisory Services Network
Georgia
$305K -$477 -31 -0.2%
MHB
40
Midwest Heritage Bank
Iowa
$304K
FG
41
Fiduciary Group
Georgia
$300K
IFG
42
Independent Financial Group
California
$292K +$10.9K +705 +4%
Stifel Financial
43
Stifel Financial
Missouri
$272K +$17.6K +1,145 +7%
FCFC
44
First Citizens Financial Corp
Iowa
$248K
PS
45
Principal Securities
Iowa
$247K +$144K +9,339 +151%
WS
46
Wedbush Securities
California
$243K +$236K +15,327 New
SCA
47
SMH Capital Advisors
Texas
$233K +$30.3K +1,970 +16%
WI
48
Wintrust Investments
Illinois
$206K +$24.3K +1,579 +14%
WWM
49
Western Wealth Management
Colorado
$200K +$77 +5 +0%
CCFM
50
Clear Creek Financial Management
Washington
$199K +$169 +11 +0.1%

BIT Hedge Fund Activity: Q1 2024 in Review

77 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q1 2024, worth a combined $102M — down 12% from $116M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BIT and 10 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 24 added.

The largest buyer was Evoke Wealth, opening a new position worth an estimated $1.22M. The largest seller was Morgan Stanley, cutting an estimated $17.3M.

  • 77 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q1 2024, down from 79 in Q4 2023.
  • Funds reported $102M of BlackRock Multi-Sector Income Trust stock for Q1 2024, down 12% quarter-over-quarter.
  • 10 funds opened new BlackRock Multi-Sector Income Trust positions in Q1 2024 and 11 closed out, a net change of -1 holder.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q1 2024 was Evoke Wealth, an estimated $1.22M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q1 2024 was Morgan Stanley, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2024.