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BlackRock Multi-Sector Income Trust

79 hedge funds and large institutions have $116M invested in BlackRock Multi-Sector Income Trust in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

27% more capital invested

Capital invested by funds: $91.5M → $116M (+$24.4M)

3.43% more ownership

Funds ownership: 16.84%20.26% (+3.4%)

3% more funds holding

Funds holding: 7779 (+2)

32% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 31

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
21
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
51
Clear Creek Financial Management
Washington
$188K -$4.47K -305 -2%
Truist Financial
52
Truist Financial
North Carolina
$179K -$18.9K -1,290 -10%
VF
53
Virtu Financial
New York
$176K +$172K +11,708 New
CPRC
54
Consolidated Portfolio Review Corp
New York
$174K -$31K -2,113 -15%
P
55
&Partners
Tennessee
$172K +$12.8K +873 +8%
WI
56
Wintrust Investments
Illinois
$171K +$2.54K +173 +2%
Mariner
57
Mariner
Kansas
$169K -$22K -1,500 -12%
KAS
58
Kestra Advisory Services
Texas
$158K +$2.95K +201 +2%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$97K +$12.8K +874 +16%
Comerica Bank
60
Comerica Bank
Texas
$96.8K -$22K -1,500 -19%
PS
61
Principal Securities
Iowa
$93.1K +$91K +6,205 New
NS
62
NBC Securities
Alabama
$92K +$5.49K +374 +6%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$85.5K
SWM
64
Sugarloaf Wealth Management
Georgia
$69.8K
PTC
65
Private Trust Company
Ohio
$64.6K
WOC
66
West Oak Capital
California
$47K -$14.7K -1,000 -24%
WB
67
Webster Bank
Connecticut
$33.8K
GWSG
68
GPS Wealth Strategies Group
Colorado
$28.5K
CAM
69
Creekmur Asset Management
Illinois
$20.9K +$20.4K +1,392 New
HI
70
Harbour Investments
Wisconsin
$19.1K
CIM
71
Contravisory Investment Management
Massachusetts
$15K
ECM
72
Estabrook Capital Management
New York
$9K
UB
73
UMB Bank
Missouri
$7.5K
AF
74
Allworth Financial
California
$6K
FFA
75
Farther Finance Advisors
California
$3.13K -$4.79K -327 -61%

BIT Hedge Fund Activity: Q4 2023 in Review

79 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q4 2023, worth a combined $116M — up 27% from $91.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BIT positions and 7 closed out — a net gain of 2 holders — while 21 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.2M. The largest seller was Cresset Asset Management, exiting entirely with an estimated $1.24M sold.

  • 79 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q4 2023, up from 77 in Q3 2023.
  • Funds reported $116M of BlackRock Multi-Sector Income Trust stock for Q4 2023, up 27% quarter-over-quarter.
  • 9 funds opened new BlackRock Multi-Sector Income Trust positions in Q4 2023 and 7 closed out, a net change of +2 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q4 2023 was Morgan Stanley, an estimated $15.2M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q4 2023 was Cresset Asset Management, an estimated $1.24M sold.

Based on aggregated 13F filings for Q4 2023.