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BlackRock Multi-Sector Income Trust
BIT

68 hedge funds and large institutions have $96.5M invested in BlackRock Multi-Sector Income Trust in 2021 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

0.38% less ownership

Funds ownership: 14.54% → 14.16% (-0.38%)

6% less funds holding

Funds holding: 72 → 68 (-4)

6% less capital invested

Capital invested by funds: $102M → $96.5M (-$5.68M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
27
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$1.86M
2
WANY
Wealthspire Advisors (New York)
New York
+$1.02M
3
Jane Street
Jane Street
New York
+$908K
4
NA
NewEdge Advisors
Louisiana
+$848K
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$389K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.66M
2
UBS Group
UBS Group
Switzerland
-$1.15M
3
Invesco
Invesco
Georgia
-$880K
4
AAM
Advisors Asset Management
Colorado
-$657K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$570K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$154K +$2.98K +160 +2%
WOC
52
West Oak Capital
California
$120K -$22.3K -1,200 -15%
SPIA
53
Steward Partners Investment Advisory
New York
$116K -$7.44K -400 -6%
SWM
54
Sugarloaf Wealth Management
Georgia
$84K – – –
APA
55
American Portfolios Advisors
New York
$52.9K +$9.3K +500 +21%
WB
56
Webster Bank
Connecticut
$41K – – –
GWM
57
Geneos Wealth Management
Colorado
$40K – – –
SSC
58
Syverson Strege & Co
Iowa
$39K +$781 +42 +2%
GWSG
59
GPS Wealth Strategies Group
Colorado
$34K – – –
EIP
60
Ellis Investment Partners
Pennsylvania
$28K +$9.84K +529 +51%
NFG
61
Next Financial Group
Texas
$25K – – –
CCM
62
Covington Capital Management
California
$24K +$25.1K +1,350 New
HI
63
Harbour Investments
Wisconsin
$23K -$9.3K -500 -28%
EWM
64
Edge Wealth Management
New York
$21K – – –
CIM
65
Contravisory Investment Management
Massachusetts
$18K – – –
ECM
66
Estabrook Capital Management
New York
$10.9K – – –
AF
67
Allworth Financial
California
$2K – – –
CCC
68
Crescent Capital Consulting
Louisiana
$2K – – –
USCWA
69
U.S. Capital Wealth Advisors
Texas
– -$374K -20,000 Closed
KAS
70
Kestra Advisory Services
Texas
– -$228K -12,185 Closed
LC
71
Lindbrook Capital
California
– -$40K -2,115 Closed
Citigroup
72
Citigroup
New York
– -$37K -1,995 Closed
JCM
73
Jacobi Capital Management
Pennsylvania
– -$19K -1,000 Closed
OSAM
74
O'Shaughnessy Asset Management
Connecticut
– -$9K -505 Closed
JPLA
75
Joseph P. Lucia & Associates
New York
– -$6K -300 Closed
1 2
3
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BIT Hedge Fund Activity: Q4 2021 in Review

68 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q4 2021, worth a combined $96.5M — down 5.6% from $102M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BIT and 7 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 27 added.

The largest buyer was Ameriprise, adding an estimated $1.86M. The largest seller was Morgan Stanley, cutting an estimated $4.66M.

  • 68 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q4 2021, down from 72 in Q3 2021.
  • Funds reported $96.5M of BlackRock Multi-Sector Income Trust stock for Q4 2021, down 5.6% quarter-over-quarter.
  • 7 funds opened new BlackRock Multi-Sector Income Trust positions in Q4 2021 and 10 closed out, a net change of -3 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q4 2021 was Ameriprise, an estimated $1.86M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q4 2021 was Morgan Stanley, an estimated $4.66M sold.

Based on aggregated 13F filings for Q4 2021.