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BlackRock Multi-Sector Income Trust

70 hedge funds and large institutions have $126M invested in BlackRock Multi-Sector Income Trust in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

6% more funds holding

Funds holding: 6670 (+4)

0% less capital invested

Capital invested by funds: $126M → $126M (-$510K)

2.12% less ownership

Funds ownership: 23.33%21.21% (-2.1%)

29% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 28

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
20
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WI
51
Wintrust Investments
Illinois
$167K +$3.59K +230 +2%
KAS
52
Kestra Advisory Services
Texas
$164K +$162K +10,368 New
FFA
53
Founders Financial Alliance
North Carolina
$160K +$157K +10,089 New
EFSCE
54
Enterprise Financial Services Corp (EFSC)
Missouri
$142K
SPIA
55
Steward Partners Investment Advisory
New York
$123K +$6.24K +400 +5%
WOC
56
West Oak Capital
California
$99K
BlackRock
57
BlackRock
New York
$90K +$88.6K +5,679 New
SWM
58
Sugarloaf Wealth Management
Georgia
$73K
Citigroup
59
Citigroup
New York
$39K -$13.3K -855 -25%
GWM
60
Geneos Wealth Management
Colorado
$35K +$35.3K +2,260 New
APA
61
American Portfolios Advisors
New York
$34.7K
LC
62
Lindbrook Capital
California
$31K +$702 +45 +2%
NFG
63
Next Financial Group
Texas
$22K +$21.8K +1,400 New
Barclays
64
Barclays
United Kingdom
$20K +$17.4K +1,114 New
JCM
65
Jacobi Capital Management
Pennsylvania
$16K
CIM
66
Contravisory Investment Management
Massachusetts
$16K +$15.6K +1,000 New
EIP
67
Ellis Investment Partners
Pennsylvania
$15K -$32.5K -2,081 -69%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$8K
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$6K
CCFM
70
Clear Creek Financial Management
Washington
-$909K -63,091 Closed
Goldman Sachs
71
Goldman Sachs
New York
-$869K -60,281 Closed
AA
72
AQR Arbitrage
Connecticut
-$450K -31,254 Closed
LCM
73
Landscape Capital Management
New Jersey
-$222K -15,393 Closed
22CM
74
20/20 Capital Management
California
-$178K -11,433 Closed
XSC
75
X-Square Capital
Puerto Rico
-$144K -10,000 Closed

BIT Hedge Fund Activity: Q3 2020 in Review

70 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q3 2020, worth a combined $126M — down 0.4% from $126M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BIT positions and 9 closed out — a net gain of 4 holders — while 20 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.05M. The largest seller was Rivernorth Capital Management, cutting an estimated $4.41M.

  • 70 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q3 2020, up from 66 in Q2 2020.
  • Funds reported $126M of BlackRock Multi-Sector Income Trust stock for Q3 2020, down 0.4% quarter-over-quarter.
  • 13 funds opened new BlackRock Multi-Sector Income Trust positions in Q3 2020 and 9 closed out, a net change of +4 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q3 2020 was Morgan Stanley, an estimated $1.05M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q3 2020 was Rivernorth Capital Management, an estimated $4.41M sold.

Based on aggregated 13F filings for Q3 2020.