We are live on ! Find out more
BIT icon

BlackRock Multi-Sector Income Trust

75 hedge funds and large institutions have $115M invested in BlackRock Multi-Sector Income Trust in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 16

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

10% more funds holding

Funds holding: 6875 (+7)

4.86% more ownership

Funds ownership: 26.51%31.37% (+4.9%)

28% less capital invested

Capital invested by funds: $161M → $115M (-$45.8M)

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
31
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.1M +$496K +32,799 +2%
UBS Group
2
UBS Group
Switzerland
$14.3M -$21.8M -1,442,601 -55%
Wells Fargo
3
Wells Fargo
California
$12.6M -$2.32M -153,658 -13%
SCM
4
Saba Capital Management
New York
$9.93M +$12.4M +823,043 New
Invesco
5
Invesco
Georgia
$8.78M +$1.28M +84,664 +13%
Cohen & Steers
6
Cohen & Steers
New York
$6.31M +$1.32M +87,401 +20%
EVM
7
Eaton Vance Management
Massachusetts
$4.42M
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.2M -$294K -19,436 -7%
GC
9
Guggenheim Capital
Illinois
$2.34M +$143K +9,482 +5%
Ameriprise
10
Ameriprise
Minnesota
$2.24M +$409K +27,041 +17%
SFS
11
Shaker Financial Services
Virginia
$2.22M +$401K +26,504 +17%
Stifel Financial
12
Stifel Financial
Missouri
$2.08M +$288K +19,067 +12%
Bank of America
13
Bank of America
North Carolina
$1.96M -$2.32M -153,711 -49%
EDRIA
14
Edmonds Duncan Registered Investment Advisors
Kansas
$1.94M +$937 +62 +0%
AAM
15
Advisors Asset Management
Colorado
$1.9M +$558K +36,908 +31%
RCM
16
Rivernorth Capital Management
Florida
$1.75M -$2.64M -174,719 -55%
Goldman Sachs
17
Goldman Sachs
New York
$1.5M +$1.88M +124,558 New
PPA
18
Parametric Portfolio Associates
Washington
$1.45M +$1.82M +120,307 New
First Trust Advisors
19
First Trust Advisors
Illinois
$1.25M +$75.8K +5,019 +5%
EW
20
Evoke Wealth
California
$1.18M +$522K +34,570 +55%
RJA
21
Raymond James & Associates
Florida
$1.16M +$250K +16,546 +21%
EGA
22
E&G Advisors
Texas
$1.12M -$22.7K -1,500 -2%
FFA
23
First Foundation Advisors
California
$1.07M +$74.1K +4,904 +6%
MAFM
24
Mid Atlantic Financial Management
Pennsylvania
$1M +$279K +18,490 +29%
LCM
25
Landscape Capital Management
New Jersey
$865K +$862K +57,060 +391%

BIT Hedge Fund Activity: Q1 2020 in Review

75 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q1 2020, worth a combined $115M — down 28% from $161M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BIT positions and 10 closed out — a net gain of 9 holders — while 31 added to existing stakes and 16 trimmed.

The largest buyer was Saba Capital Management, opening a new position worth an estimated $12.4M. The largest seller was UBS Group, cutting an estimated $21.8M.

  • 75 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q1 2020, up from 68 in Q4 2019.
  • Funds reported $115M of BlackRock Multi-Sector Income Trust stock for Q1 2020, down 28% quarter-over-quarter.
  • 19 funds opened new BlackRock Multi-Sector Income Trust positions in Q1 2020 and 10 closed out, a net change of +9 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q1 2020 was Saba Capital Management, an estimated $12.4M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q1 2020 was UBS Group, an estimated $21.8M sold.

Based on aggregated 13F filings for Q1 2020.