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BlackRock Multi-Sector Income Trust
BIT

76 hedge funds and large institutions have $81.3M invested in BlackRock Multi-Sector Income Trust in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

4% more funds holding

Funds holding: 73 → 76 (+3)

0.4% less ownership

Funds ownership: 15.6% → 15.2% (-0.4%)

2% less capital invested

Capital invested by funds: $83.4M → $81.3M (-$2.04M)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $67K

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% 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
24
Reduced
26
Closed
10
Calls
–
Puts
$67K
Net Calls
-$67K
Net Calls Change
-$67K

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$3.61M
2
WWM
Western Wealth Management
Colorado
+$495K
3
Morgan Stanley
Morgan Stanley
New York
+$455K
4
WANY
Wealthspire Advisors (New York)
New York
+$386K
5
RJA
Raymond James & Associates
Florida
+$369K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$1.13M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.08M
3
CAM
Cresset Asset Management
Illinois
-$853K
4
UBS Group
UBS Group
Switzerland
-$667K
5
Invesco
Invesco
Georgia
-$645K
Name Holding Trade Value Shares
Change 		Change in
Stake
WI
51
Wintrust Investments
Illinois
$164K +$3.11K +201 +2%
CAM
52
Cresset Asset Management
Illinois
$155K -$853K -55,178 -84%
FFA
53
Founders Financial Alliance
North Carolina
$148K +$340 +22 +0.2%
NFG
54
Nations Financial Group
Iowa
$144K +$157K +10,145 New
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$124K -$211K -13,645 -61%
IA
56
IFP Advisors
Florida
$120K +$108K +7,000 New
HI
57
Hoey Investments
Pennsylvania
$120K +$131K +8,449 New
SPIA
58
Steward Partners Investment Advisory
New York
$95K +$1.55K +100 +2%
WOC
59
West Oak Capital
California
$58K – – –
PTC
60
Private Trust Company
Ohio
$50K – – –
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$49K +$52.7K +3,411 New
APA
62
American Portfolios Advisors
New York
$41.5K – – –
WB
63
Webster Bank
Connecticut
$32K – – –
SSC
64
Syverson Strege & Co
Iowa
$30K -$2.06K -133 -6%
GWSG
65
GPS Wealth Strategies Group
Colorado
$27K – – –
HI
66
Harbour Investments
Wisconsin
$18K – – –
EIP
67
Ellis Investment Partners
Pennsylvania
$17K +$448 +29 +2%
CIM
68
Contravisory Investment Management
Massachusetts
$14K – – –
ECM
69
Estabrook Capital Management
New York
$8.54K – – –
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$7K – – –
UB
71
UMB Bank
Missouri
$7K – – –
AF
72
Allworth Financial
California
$6K +$4.64K +300 +300%
FCAS
73
First Command Advisory Services
Texas
$4K +$4.17K +270 New
SSG
74
Summit Securities Group
New York
$4K +$4.81K +311 New
S
75
SignatureFD
Georgia
$3K +$3.09K +200 New
1 2
3
4

BIT Hedge Fund Activity: Q3 2022 in Review

76 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q3 2022, worth a combined $81.3M — down 2.4% from $83.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BIT positions and 10 closed out — a net gain of 3 holders — while 24 added to existing stakes and 26 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $3.61M. The largest seller was Shaker Financial Services, exiting entirely with an estimated $1.13M sold.

  • 76 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q3 2022, up from 73 in Q2 2022.
  • Funds reported $81.3M of BlackRock Multi-Sector Income Trust stock for Q3 2022, down 2.4% quarter-over-quarter.
  • 13 funds opened new BlackRock Multi-Sector Income Trust positions in Q3 2022 and 10 closed out, a net change of +3 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q3 2022 was Penserra Capital Management, an estimated $3.61M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q3 2022 was Shaker Financial Services, an estimated $1.13M sold.

Based on aggregated 13F filings for Q3 2022.