BlackRock Multi-Sector Income Trust
BIT
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.
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: 80 → 79 (-1)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
+$1.15M |
| 2 |
Morgan Stanley
New York
|
+$961K |
| 3 |
EW
Evoke Wealth
Los Angeles,
California
|
+$916K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$807K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$664K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.43M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$640K |
| 3 |
Cohen & Steers
New York
|
-$622K |
| 4 |
MG
Marex Group
London,
|
-$502K |
| 5 |
SCA
Snowden Capital Advisors
New York
|
-$428K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAS
76
Coppell Advisory Solutions
Coppell,
Texas
| $1.51K | – | – | – |
|
|
IAIM
77
International Assets Investment Management
Orlando,
Florida
| $715 | +$161K | +10,868 | New |
|
|
WOC
78
West Oak Capital
Westlake Village,
California
| $380 | -$8.89K | -600 | -19% |
|
|
TRCT
79
Tower Research Capital (TRC)
New York
| $198 | – | – | – |
|
|
MG
80
Marex Group
London,
| – | -$502K | -34,422 | Closed |
|
|
WI
81
Wintrust Investments
Chicago,
Illinois
| – | -$220K | -15,085 | Closed |
|
82
Walleye Capital
New York
| – | -$177K | -12,172 | Closed |
|
|
LSIA
83
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| – | -$176K | -12,064 | Closed |
|
84
MML Investors Services
Springfield,
Massachusetts
| – | -$157K | -10,800 | Closed |
|
|
WAS
85
Winch Advisory Services
Appleton,
Wisconsin
| – | -$9.72K | -667 | Closed |
|
|
RWMG
86
Redwood Wealth Management Group
Medford,
New Jersey
| – | -$5.83K | -400 | Closed |
|
|
VAMG
87
Voisard Asset Management Group
Grand Rapids,
Michigan
| – | -$1.46K | -100 | Closed |
|
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.