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BlackRock Multi-Sector Income Trust
BIT

74 hedge funds and large institutions have $137M invested in BlackRock Multi-Sector Income Trust in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 21 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

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

9% more capital invested

Capital invested by funds: $126M → $137M (+$11.4M)

6% more funds holding

Funds holding: 70 → 74 (+4)

0.39% less ownership

Funds ownership: 21.21% → 20.82% (-0.39%)

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
26
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$3.42M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.26M
3
CCFM
Clear Creek Financial Management
Washington
+$838K
4
Morgan Stanley
Morgan Stanley
New York
+$780K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$506K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$3.59M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.36M
3
UBS Group
UBS Group
Switzerland
-$1.08M
4
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$335K
5
AAM
Advisors Asset Management
Colorado
-$329K
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
51
Moors & Cabot
Massachusetts
$173K -$100K -6,096 -38%
Bessemer Group
52
Bessemer Group
New Jersey
$172K +$162K +9,800 New
Citigroup
53
Citigroup
New York
$169K +$117K +7,118 +285%
WOC
54
West Oak Capital
California
$146K +$33K +2,000 +32%
SPIA
55
Steward Partners Investment Advisory
New York
$137K – – –
SWM
56
Sugarloaf Wealth Management
Georgia
$82K – – –
AWG
57
Altus Wealth Group
Colorado
$64K +$60K +3,640 New
ASN
58
Advisory Services Network
Georgia
$46K -$283K -17,146 -87%
FIA
59
FNY Investment Advisers
New York
$41K +$39.1K +2,370 New
GWM
60
Geneos Wealth Management
Colorado
$40K – – –
APA
61
American Portfolios Advisors
New York
$38.6K – – –
LC
62
Lindbrook Capital
California
$35K +$742 +45 +2%
NFG
63
Next Financial Group
Texas
$25K – – –
CIM
64
Contravisory Investment Management
Massachusetts
$18K – – –
JCM
65
Jacobi Capital Management
Pennsylvania
$18K – – –
EIP
66
Ellis Investment Partners
Pennsylvania
$17K +$363 +22 +2%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$14K +$13.2K +800 New
AWA
68
Arkadios Wealth Advisors
Georgia
$10K +$10.2K +616 New
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$9K – – –
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$7K – – –
IAIM
71
International Assets Investment Management
Florida
$4K +$4.12K +250 New
CCC
72
Crescent Capital Consulting
Louisiana
$2K +$1.65K +100 New
VFA
73
Valeo Financial Advisors
Indiana
$1K +$989 +60 New
SKK
74
Shepherd Kaplan Krochuk
Massachusetts
– -$297K -18,840 Closed
AAS
75
Avantax Advisory Services
Texas
– -$235K -14,913 Closed
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BIT Hedge Fund Activity: Q4 2020 in Review

74 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q4 2020, worth a combined $137M — up 9.1% 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 26 added to existing stakes and 21 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $3.42M. The largest seller was Wells Fargo, cutting an estimated $3.59M.

  • 74 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q4 2020, up from 70 in Q3 2020.
  • Funds reported $137M of BlackRock Multi-Sector Income Trust stock for Q4 2020, up 9.1% quarter-over-quarter.
  • 13 funds opened new BlackRock Multi-Sector Income Trust positions in Q4 2020 and 9 closed out, a net change of +4 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q4 2020 was Rivernorth Capital Management, an estimated $3.42M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q4 2020 was Wells Fargo, an estimated $3.59M sold.

Based on aggregated 13F filings for Q4 2020.