We are live on ! Find out more
BIT icon

BlackRock Multi-Sector Income Trust

62 hedge funds and large institutions have $179M invested in BlackRock Multi-Sector Income Trust in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

7% more funds holding

Funds holding: 5862 (+4)

0.54% more ownership

Funds ownership: 27.81%28.35% (+0.54%)

2% less capital invested

Capital invested by funds: $182M → $179M (-$3.08M)

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
28
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$27.8M +$1.03M +62,445 +4%
RCM
2
Rivernorth Capital Management
Florida
$22.5M +$2.04M +123,695 +10%
Morgan Stanley
3
Morgan Stanley
New York
$17.7M +$1.67M +101,143 +10%
Bessemer Group
4
Bessemer Group
New Jersey
$16.9M -$247K -15,000 -1%
Bank of America
5
Bank of America
North Carolina
$12.5M +$425K +25,765 +4%
Wells Fargo
6
Wells Fargo
California
$12.4M +$71.2K +4,320 +0.6%
EVM
7
Eaton Vance Management
Massachusetts
$11.1M
Invesco
8
Invesco
Georgia
$8.09M -$428K -25,986 -5%
SCM
9
Saba Capital Management
New York
$6.64M -$273K -16,574 -4%
RJA
10
Raymond James & Associates
Florida
$4.48M -$1.02M -62,161 -19%
KLI
11
Kelman-Lazarov Inc
Tennessee
$3.24M +$83.3K +5,054 +3%
FFA
12
First Foundation Advisors
California
$2.9M +$326K +19,767 +13%
LPL Financial
13
LPL Financial
California
$2.88M +$719K +43,644 +34%
VIA
14
Vident Investment Advisory
Georgia
$2.3M +$163K +9,890 +8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.08M +$167K +10,157 +9%
Millennium Management
16
Millennium Management
New York
$1.83M +$1.83M +111,297 New
GC
17
Guggenheim Capital
Illinois
$1.77M +$14.1K +853 +0.8%
COLIM
18
City of London Investment Management
United Kingdom
$1.73M -$1.22M -74,185 -41%
Citigroup
19
Citigroup
New York
$1.65M +$439K +26,621 +36%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.54M +$95.8K +5,811 +7%
EGA
21
E&G Advisors
Texas
$1.5M +$305K +18,510 +25%
FWM
22
Frontier Wealth Management
Missouri
$1.41M
CRC
23
Curi RMB Capital
Illinois
$1.38M +$1.02M +62,100 +291%
AAM
24
Advisors Asset Management
Colorado
$1.03M -$66K -4,003 -6%
EWM
25
Edge Wealth Management
New York
$1.01M +$4.37K +265 +0.4%

BIT Hedge Fund Activity: Q4 2016 in Review

62 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q4 2016, worth a combined $179M — down 1.7% from $182M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BIT positions and 7 closed out — a net gain of 5 holders — while 28 added to existing stakes and 13 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $2.04M. The largest seller was Yorktown Management & Research Company, cutting an estimated $3.21M.

  • 62 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q4 2016, up from 58 in Q3 2016.
  • Funds reported $179M of BlackRock Multi-Sector Income Trust stock for Q4 2016, down 1.7% quarter-over-quarter.
  • 12 funds opened new BlackRock Multi-Sector Income Trust positions in Q4 2016 and 7 closed out, a net change of +5 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q4 2016 was Rivernorth Capital Management, an estimated $2.04M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q4 2016 was Yorktown Management & Research Company, an estimated $3.21M sold.

Based on aggregated 13F filings for Q4 2016.