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BlackRock Multi-Sector Income Trust

73 hedge funds and large institutions have $83.4M invested in BlackRock Multi-Sector Income Trust in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

27% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 22

9% more funds holding

Funds holding: 6773 (+6)

0.44% more ownership

Funds ownership: 15.16%15.6% (+0.44%)

11% less capital invested

Capital invested by funds: $93.8M → $83.4M (-$10.4M)

Holders
73
Holders Change
+6
Holders Change %
+8.96%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
28
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19M +$1.72M +113,450 +9%
UBS Group
2
UBS Group
Switzerland
$7.51M -$894K -58,975 -10%
Invesco
3
Invesco
Georgia
$6.4M +$349K +23,036 +5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4M +$533K +35,183 +14%
Ameriprise
5
Ameriprise
Minnesota
$3.57M -$14.9K -985 -0.4%
Cohen & Steers
6
Cohen & Steers
New York
$2.98M +$265K +17,463 +9%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$2.83M
SCA
8
Snowden Capital Advisors
New York
$2.31M +$22.3K +1,472 +0.9%
Bank of America
9
Bank of America
North Carolina
$2.17M -$62K -4,089 -3%
LPL Financial
10
LPL Financial
California
$1.99M -$12.9K -854 -0.6%
RJA
11
Raymond James & Associates
Florida
$1.96M +$283K +18,689 +16%
WANY
12
Wealthspire Advisors (New York)
New York
$1.42M -$1.82M -120,000 -55%
EW
13
Evoke Wealth
California
$1.42M +$3.14K +207 +0.2%
EGA
14
E&G Advisors
Texas
$1.3M
GC
15
Guggenheim Capital
Illinois
$1.27M -$251K -16,584 -16%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.23M -$195K -12,839 -13%
BA
17
Bridge Advisory
California
$1.22M +$1.26M +83,282 New
First Trust Advisors
18
First Trust Advisors
Illinois
$1.2M +$1.9K +125 +0.1%
SFS
19
Shaker Financial Services
Virginia
$1.13M -$220K -14,539 -15%
PAG
20
Private Advisor Group
New Jersey
$1.03M -$110K -7,224 -9%
Wells Fargo
21
Wells Fargo
California
$1.02M -$151K -9,948 -12%
AWM
22
Apollon Wealth Management
South Carolina
$973K -$396K -26,115 -28%
CAM
23
Cresset Asset Management
Illinois
$939K +$1M +66,073 New
DC
24
Davenport & Co
Virginia
$863K -$96.3K -6,350 -9%
NA
25
NewEdge Advisors
Louisiana
$815K +$53.8K +3,550 +7%

BIT Hedge Fund Activity: Q2 2022 in Review

73 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q2 2022, worth a combined $83.4M — down 11% from $93.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BIT positions and 6 closed out — a net gain of 6 holders — while 28 added to existing stakes and 22 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.72M. The largest seller was Wealthspire Advisors (New York), cutting an estimated $1.82M.

  • 73 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q2 2022, up from 67 in Q1 2022.
  • Funds reported $83.4M of BlackRock Multi-Sector Income Trust stock for Q2 2022, down 11% quarter-over-quarter.
  • 12 funds opened new BlackRock Multi-Sector Income Trust positions in Q2 2022 and 6 closed out, a net change of +6 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q2 2022 was Morgan Stanley, an estimated $1.72M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q2 2022 was Wealthspire Advisors (New York), an estimated $1.82M sold.

Based on aggregated 13F filings for Q2 2022.