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BlackRock Multi-Sector Income Trust

79 hedge funds and large institutions have $97.2M invested in BlackRock Multi-Sector Income Trust in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

7% more capital invested

Capital invested by funds: $90.8M → $97.2M (+$6.43M)

0.48% more ownership

Funds ownership: 16.37%16.85% (+0.48%)

1% less funds holding

Funds holding: 8079 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
79
Holders Change
-1
Holders Change %
-1.25%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
31
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
51
&Partners
Tennessee
$183K +$2.95K +199 +2%
CIA
52
Concurrent Investment Advisors
Florida
$163K +$5.26K +355 +3%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$147K +$53.4K +3,606 +59%
CA
54
CoreCap Advisors
Michigan
$102K +$14.8K +1,000 +18%
Comerica Bank
55
Comerica Bank
Texas
$98K
NS
56
NBC Securities
Alabama
$93K
GJWM
57
Gilliland Jeter Wealth Management
Arkansas
$92.5K +$2.21K +149 +3%
PTC
58
Private Trust Company
Ohio
$65.5K
OP
59
ORG Partners
Indiana
$49.6K
US Bancorp
60
US Bancorp
Minnesota
$47.5K -$14.8K -998 -24%
SWM
61
Sugarloaf Wealth Management
Georgia
$42.3K
WB
62
Webster Bank
Connecticut
$34.3K
GWSG
63
GPS Wealth Strategies Group
Colorado
$28.9K
CAM
64
Creekmur Asset Management
Illinois
$26.1K +$4.46K +301 +21%
JIP
65
Jaffetilchin Investment Partners
Florida
$22.3K +$21.7K +1,464 New
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$21.8K +$21.3K +1,437 New
ECM
67
Estabrook Capital Management
New York
$21.2K +$11.3K +761 +127%
HI
68
Harbour Investments
Wisconsin
$19.4K
SIS
69
Strategic Investment Solutions
Illinois
$19.3K +$18.8K +1,272 New
CIM
70
Contravisory Investment Management
Massachusetts
$15.2K
Jones Financial Companies
71
Jones Financial Companies
Missouri
$8.86K +$8.7K +587 New
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$7.6K -$14.9K -1,005 -67%
UB
73
UMB Bank
Missouri
$7.6K
FFA
74
Farther Finance Advisors
California
$1.69K
AF
75
Allworth Financial
California
$1.52K

BIT Hedge Fund Activity: Q3 2024 in Review

79 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q3 2024, worth a combined $97.2M — up 7.1% from $90.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BIT and 7 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 31 added.

The largest buyer was Cyndeo Wealth Partners, adding an estimated $1.15M. The largest seller was Ameriprise, cutting an estimated $2.43M.

  • 79 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q3 2024, down from 80 in Q2 2024.
  • Funds reported $97.2M of BlackRock Multi-Sector Income Trust stock for Q3 2024, up 7.1% quarter-over-quarter.
  • 7 funds opened new BlackRock Multi-Sector Income Trust positions in Q3 2024 and 8 closed out, a net change of -1 holder.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q3 2024 was Cyndeo Wealth Partners, an estimated $1.15M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q3 2024 was Ameriprise, an estimated $2.43M sold.

Based on aggregated 13F filings for Q3 2024.