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BlackRock Multi-Sector Income Trust

74 hedge funds and large institutions have $137M invested in BlackRock Multi-Sector Income Trust in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 21 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

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

9% more capital invested

Capital invested by funds: $126M → $137M (+$11.4M)

6% more funds holding

Funds holding: 7074 (+4)

0.39% less ownership

Funds ownership: 21.21%20.82% (-0.39%)

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
26
Reduced
21
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
$31.7M +$780K +47,339 +3%
UBS Group
2
UBS Group
Switzerland
$17.8M -$1.08M -65,481 -6%
Cohen & Steers
3
Cohen & Steers
New York
$10.4M +$183K +11,109 +2%
Invesco
4
Invesco
Georgia
$9.55M -$31.5K -1,912 -0.3%
RCM
5
Rivernorth Capital Management
Florida
$7M +$3.42M +207,365 +108%
EVM
6
Eaton Vance Management
Massachusetts
$5.5M
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.41M +$1.26M +76,483 +33%
Ameriprise
8
Ameriprise
Minnesota
$3.96M -$145K -8,824 -4%
Wells Fargo
9
Wells Fargo
California
$3.57M -$3.59M -218,089 -52%
EDRIA
10
Edmonds Duncan Registered Investment Advisors
Kansas
$3.22M -$29.2K -1,772 -1%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$3.09M +$112K +6,812 +4%
GC
12
Guggenheim Capital
Illinois
$2.91M -$85.8K -5,206 -3%
Bank of America
13
Bank of America
North Carolina
$2.71M -$105K -6,341 -4%
AAM
14
Advisors Asset Management
Colorado
$2.37M -$329K -19,991 -13%
Stifel Financial
15
Stifel Financial
Missouri
$2.28M -$108K -6,568 -5%
RJA
16
Raymond James & Associates
Florida
$1.75M +$43.6K +2,646 +3%
EGA
17
E&G Advisors
Texas
$1.69M -$1.81K -110 -0.1%
First Trust Advisors
18
First Trust Advisors
Illinois
$1.61M -$55.5K -3,366 -4%
EW
19
Evoke Wealth
California
$1.48M +$157K +9,540 +13%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.45M +$115K +6,987 +9%
LPL Financial
21
LPL Financial
California
$1.43M +$226K +13,720 +20%
FFA
22
First Foundation Advisors
California
$1.31M -$137K -8,332 -10%
UR
23
USCA RIA
Texas
$1.11M +$82.4K +5,000 +9%
MAFM
24
Mid Atlantic Financial Management
Pennsylvania
$998K -$335K -20,300 -26%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$935K +$35.5K +2,153 +4%

BIT Hedge Fund Activity: Q4 2020 in Review

74 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q4 2020, worth a combined $137M — up 9.1% 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 26 added to existing stakes and 21 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $3.42M. The largest seller was Wells Fargo, cutting an estimated $3.59M.

  • 74 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q4 2020, up from 70 in Q3 2020.
  • Funds reported $137M of BlackRock Multi-Sector Income Trust stock for Q4 2020, up 9.1% quarter-over-quarter.
  • 13 funds opened new BlackRock Multi-Sector Income Trust positions in Q4 2020 and 9 closed out, a net change of +4 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q4 2020 was Rivernorth Capital Management, an estimated $3.42M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q4 2020 was Wells Fargo, an estimated $3.59M sold.

Based on aggregated 13F filings for Q4 2020.