We are live on ! Find out more
BIT icon

BlackRock Multi-Sector Income Trust

70 hedge funds and large institutions have $126M invested in BlackRock Multi-Sector Income Trust in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

6% more funds holding

Funds holding: 6670 (+4)

0% less capital invested

Capital invested by funds: $126M → $126M (-$510K)

2.12% less ownership

Funds ownership: 23.33%21.21% (-2.1%)

29% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 28

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
20
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$27.8M +$1.05M +67,533 +4%
UBS Group
2
UBS Group
Switzerland
$17.1M +$988K +63,322 +6%
Cohen & Steers
3
Cohen & Steers
New York
$9.21M +$673K +43,132 +8%
Invesco
4
Invesco
Georgia
$8.63M -$2M -128,115 -19%
Wells Fargo
5
Wells Fargo
California
$6.65M -$3.92M -251,070 -37%
EVM
6
Eaton Vance Management
Massachusetts
$4.94M
Osaic Holdings
7
Osaic Holdings
Arizona
$3.91M +$11.9K +760 +0.3%
Ameriprise
8
Ameriprise
Minnesota
$3.71M -$368K -23,586 -9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.66M -$419K -26,888 -10%
RCM
10
Rivernorth Capital Management
Florida
$3.03M -$4.41M -282,440 -60%
EDRIA
11
Edmonds Duncan Registered Investment Advisors
Kansas
$2.89M +$245K +15,675 +9%
GC
12
Guggenheim Capital
Illinois
$2.7M -$511K -32,772 -16%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$2.67M +$71.5K +4,583 +3%
Bank of America
14
Bank of America
North Carolina
$2.54M -$150K -9,618 -6%
AAM
15
Advisors Asset Management
Colorado
$2.45M -$67.3K -4,314 -3%
Stifel Financial
16
Stifel Financial
Missouri
$2.16M -$361K -23,117 -14%
RJA
17
Raymond James & Associates
Florida
$1.53M -$66.6K -4,269 -4%
EGA
18
E&G Advisors
Texas
$1.52M +$6.63K +425 +0.4%
First Trust Advisors
19
First Trust Advisors
Illinois
$1.5M -$51.7K -3,313 -3%
FFA
20
First Foundation Advisors
California
$1.31M -$20.8K -1,335 -2%
MAFM
21
Mid Atlantic Financial Management
Pennsylvania
$1.26M -$120K -7,687 -9%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.19M +$432K +27,717 +58%
EW
23
Evoke Wealth
California
$1.17M +$6.44K +413 +0.6%
LPL Financial
24
LPL Financial
California
$1.07M +$187K +11,977 +22%
UR
25
USCA RIA
Texas
$921K +$653K +41,870 +254%

BIT Hedge Fund Activity: Q3 2020 in Review

70 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q3 2020, worth a combined $126M — down 0.4% from $126M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BIT positions and 9 closed out — a net gain of 4 holders — while 20 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.05M. The largest seller was Rivernorth Capital Management, cutting an estimated $4.41M.

  • 70 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q3 2020, up from 66 in Q2 2020.
  • Funds reported $126M of BlackRock Multi-Sector Income Trust stock for Q3 2020, down 0.4% quarter-over-quarter.
  • 13 funds opened new BlackRock Multi-Sector Income Trust positions in Q3 2020 and 9 closed out, a net change of +4 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q3 2020 was Morgan Stanley, an estimated $1.05M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q3 2020 was Rivernorth Capital Management, an estimated $4.41M sold.

Based on aggregated 13F filings for Q3 2020.