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BlackRock Multi-Sector Income Trust
BIT

82 hedge funds and large institutions have $80.8M invested in BlackRock Multi-Sector Income Trust in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

8% more funds holding

Funds holding: 76 → 82 (+6)

0.1% more ownership

Funds ownership: 15.2% → 15.3% (+0.1%)

1% less capital invested

Capital invested by funds: $81.3M → $80.8M (-$472K)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

Holders
82
Holders Change
+6
Holders Change %
+7.89%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
24
Reduced
29
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Mariner
Mariner
Kansas
+$1.07M
2
Cerity Partners
Cerity Partners
New York
+$771K
3
Ameriprise
Ameriprise
Minnesota
+$696K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$625K
5
Invesco
Invesco
Georgia
+$525K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.22M
2
BA
Bridge Advisory
California
-$1.22M
3
UBS Group
UBS Group
Switzerland
-$604K
4
WANY
Wealthspire Advisors (New York)
New York
-$385K
5
LPL Financial
LPL Financial
California
-$372K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
76
Allworth Financial
California
$5.68K – – –
SSC
77
Syverson Strege & Co
Iowa
$4.88K -$25.7K -1,753 -84%
CWC
78
Carolinas Wealth Consulting
North Carolina
$4.7K +$4.83K +330 New
PAG
79
Private Advisor Group
New Jersey
$758 -$105K -7,193 -12%
BlackRock
80
BlackRock
New York
$142 +$146 +10 New
Fidelity Investments
81
Fidelity Investments
Massachusetts
$14 +$15 +1 New
BA
82
Bridge Advisory
California
– -$1.22M -85,493 Closed
Jane Street
83
Jane Street
New York
– -$185K -13,016 Closed
NFG
84
Nations Financial Group
Iowa
– -$144K -10,145 Closed
GWSG
85
GPS Wealth Strategies Group
Colorado
– -$27K -1,900 Closed
EIP
86
Ellis Investment Partners
Pennsylvania
– -$17K -1,244 Closed
SSG
87
Summit Securities Group
New York
– -$4K -311 Closed
FCAS
88
First Command Advisory Services
Texas
– -$4K -270 Closed
S
89
SignatureFD
Georgia
– -$3K -200 Closed
PA
90
Parallel Advisors
California
– -$2K -118 Closed
TRCT
91
Tower Research Capital (TRC)
New York
– +$59 +4 New
1 2 3
4

BIT Hedge Fund Activity: Q4 2022 in Review

82 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q4 2022, worth a combined $80.8M — down 0.58% from $81.3M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BIT positions and 9 closed out — a net gain of 8 holders — while 24 added to existing stakes and 29 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $1.07M. The largest seller was Morgan Stanley, cutting an estimated $2.22M.

  • 82 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q4 2022, up from 76 in Q3 2022.
  • Funds reported $80.8M of BlackRock Multi-Sector Income Trust stock for Q4 2022, down 0.58% quarter-over-quarter.
  • 17 funds opened new BlackRock Multi-Sector Income Trust positions in Q4 2022 and 9 closed out, a net change of +8 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q4 2022 was Mariner, an estimated $1.07M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q4 2022 was Morgan Stanley, an estimated $2.22M sold.

Based on aggregated 13F filings for Q4 2022.