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BlackRock Multi-Sector Income Trust
BIT

65 hedge funds and large institutions have $186M invested in BlackRock Multi-Sector Income Trust in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

1.7% less ownership

Funds ownership: 32.3% → 30.6% (-1.7%)

7% less capital invested

Capital invested by funds: $199M → $186M (-$13.3M)

11% less funds holding

Funds holding: 73 → 65 (-8)

62% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 13

Holders
65
Holders Change
-8
Holders Change %
-10.96%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
23
Reduced
24
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$815K
2
Cohen & Steers
Cohen & Steers
New York
+$740K
3
Invesco
Invesco
Georgia
+$740K
4
Ameriprise
Ameriprise
Minnesota
+$727K
5
VIA
Vident Investment Advisory
Georgia
+$529K

Top Sellers

Rank Fund Capital Flow
1
EVM
Eaton Vance Management
Massachusetts
-$4.38M
2
UBS Group
UBS Group
Switzerland
-$2.31M
3
AAM
Advisors Asset Management
Colorado
-$2.11M
4
FFA
First Foundation Advisors
California
-$1.87M
5
PPA
Parametric Portfolio Associates
Washington
-$1.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
51
Enterprise Financial Services Corp (EFSC)
Missouri
$103K – – –
Citigroup
52
Citigroup
New York
$58K – – –
EIP
53
Ellis Investment Partners
Pennsylvania
$48K +$774 +45 +2%
EWM
54
Edge Wealth Management
New York
$32K – – –
LC
55
Lindbrook Capital
California
$30K +$619 +36 +2%
NFG
56
Next Financial Group
Texas
$24K – – –
FANJ
57
Financial Architects (New Jersey)
New Jersey
$21K – – –
AIC
58
Ameritas Investment Company
Nebraska
$18K +$18.3K +1,066 New
JCM
59
Jacobi Capital Management
Pennsylvania
$17K – – –
APA
60
American Portfolios Advisors
New York
$15.4K +$8.6K +500 +125%
PGAM
61
Princeton Global Asset Management
New Jersey
$13K – – –
SPIA
62
Steward Partners Investment Advisory
New York
$13K – – –
RCM
63
Rivernorth Capital Management
Florida
$11.3K -$953K -55,427 -8%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$7K -$14.6K -850 -68%
PPA
65
Parametric Portfolio Associates
Washington
– -$1.55M -88,730 Closed
ACP
66
Aviance Capital Partners
Florida
– -$562K -32,218 Closed
CBA
67
Coastal Bridge Advisors
Connecticut
– -$207K -11,856 Closed
ACI
68
Alpha Cubed Investments
California
– -$201K -11,500 Closed
PAG
69
Private Advisor Group
New Jersey
– -$193K -11,085 Closed
SFG
70
SevenBridge Financial Group
Pennsylvania
– -$78K -4,475 Closed
DWM
71
Doyle Wealth Management
Florida
– -$48K -2,737 Closed
BlackRock
72
BlackRock
New York
– -$13K -750 Closed
TRCT
73
Tower Research Capital (TRC)
New York
– -$10K -600 Closed
LWM
74
Liberty Wealth Management
California
– -$7K -404 Closed
RIA
75
Realta Investment Advisors
Delaware
– -$6K -333 Closed
1 2
3
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BIT Hedge Fund Activity: Q3 2019 in Review

65 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q3 2019, worth a combined $186M — down 6.7% from $199M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BIT and 5 opened new positions — a net loss of 8 holders — while 24 trimmed existing stakes and 23 added.

The largest buyer was Wells Fargo, adding an estimated $815K. The largest seller was Eaton Vance Management, cutting an estimated $4.38M.

  • 65 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q3 2019, down from 73 in Q2 2019.
  • Funds reported $186M of BlackRock Multi-Sector Income Trust stock for Q3 2019, down 6.7% quarter-over-quarter.
  • 5 funds opened new BlackRock Multi-Sector Income Trust positions in Q3 2019 and 13 closed out, a net change of -8 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q3 2019 was Wells Fargo, an estimated $815K added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q3 2019 was Eaton Vance Management, an estimated $4.38M sold.

Based on aggregated 13F filings for Q3 2019.