We are live on ! Find out more
BIT icon

BlackRock Multi-Sector Income Trust

67 hedge funds and large institutions have $200M invested in BlackRock Multi-Sector Income Trust in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

12% more capital invested

Capital invested by funds: $177M → $200M (+$22.1M)

1.29% more ownership

Funds ownership: 30.49%31.78% (+1.3%)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1% less funds holding

Funds holding: 6867 (-1)

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
29
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$46.1M -$1.92M -117,298 -4%
Morgan Stanley
2
Morgan Stanley
New York
$23.1M +$365K +22,223 +2%
EVM
3
Eaton Vance Management
Massachusetts
$22.4M +$11.1M +675,742 +100%
Wells Fargo
4
Wells Fargo
California
$18.5M +$99.7K +6,076 +0.5%
RCM
5
Rivernorth Capital Management
Florida
$14.7M +$486K +29,620 +3%
Invesco
6
Invesco
Georgia
$9.55M +$217K +13,225 +2%
VIA
7
Vident Investment Advisory
Georgia
$8.85M +$851K +51,872 +11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.05M +$487K +29,670 +8%
Bank of America
9
Bank of America
North Carolina
$5.73M +$183K +11,181 +3%
SFS
10
Shaker Financial Services
Virginia
$3.43M +$296K +18,018 +10%
AAM
11
Advisors Asset Management
Colorado
$3.41M -$54.2K -3,302 -2%
FFA
12
First Foundation Advisors
California
$3.16M +$130K +7,952 +4%
PPA
13
Parametric Portfolio Associates
Washington
$3.11M -$2.04M -124,506 -40%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$3.04M +$279K +17,000 +10%
GC
15
Guggenheim Capital
Illinois
$2.79M -$92.8K -5,658 -3%
Stifel Financial
16
Stifel Financial
Missouri
$2.63M -$268K -16,340 -9%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$2.01M -$82.9K -5,051 -4%
First Trust Advisors
18
First Trust Advisors
Illinois
$1.57M +$2.64K +161 +0.2%
EGA
19
E&G Advisors
Texas
$1.56M -$98.5K -6,000 -6%
LPL Financial
20
LPL Financial
California
$1.52M -$67.9K -4,139 -4%
GSWM
21
Golden State Wealth Management
California
$1.25M +$1.24M +75,339 New
RJA
22
Raymond James & Associates
Florida
$980K +$36K +2,195 +4%
AA
23
Apriem Advisors
California
$964K -$36.1K -2,200 -4%
Cohen & Steers
24
Cohen & Steers
New York
$831K +$822K +50,091 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$731K -$16.7K -1,019 -2%

BIT Hedge Fund Activity: Q1 2019 in Review

67 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q1 2019, worth a combined $200M — up 12% from $177M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BIT and 10 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 29 added.

The largest buyer was Eaton Vance Management, adding an estimated $11.1M. The largest seller was Parametric Portfolio Associates, cutting an estimated $2.04M.

  • 67 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q1 2019, down from 68 in Q4 2018.
  • Funds reported $200M of BlackRock Multi-Sector Income Trust stock for Q1 2019, up 12% quarter-over-quarter.
  • 10 funds opened new BlackRock Multi-Sector Income Trust positions in Q1 2019 and 11 closed out, a net change of -1 holder.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q1 2019 was Eaton Vance Management, an estimated $11.1M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q1 2019 was Parametric Portfolio Associates, an estimated $2.04M sold.

Based on aggregated 13F filings for Q1 2019.