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BlackRock Multi-Sector Income Trust

82 hedge funds and large institutions have $80.8M invested in BlackRock Multi-Sector Income Trust in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 24 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

8% more funds holding

Funds holding: 7682 (+6)

0.1% more ownership

Funds ownership: 15.2%15.3% (+0.1%)

1% less capital invested

Capital invested by funds: $81.3M → $80.8M (-$472K)

17% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 29

Holders
82
Holders Change
+6
Holders Change %
+7.89%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
24
Reduced
29
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
$17.2M -$2.22M -151,759 -11%
Invesco
2
Invesco
Georgia
$6.32M +$525K +35,860 +9%
UBS Group
3
UBS Group
Switzerland
$6.31M -$604K -41,257 -9%
Ameriprise
4
Ameriprise
Minnesota
$4.5M +$696K +47,554 +18%
PCM
5
Penserra Capital Management
California
$3.65M +$338K +23,075 +10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.8M -$212K -14,491 -7%
Cohen & Steers
7
Cohen & Steers
New York
$2.73M
SCA
8
Snowden Capital Advisors
New York
$2.38M +$10.1K +693 +0.4%
RJA
9
Raymond James & Associates
Florida
$2.36M +$66.5K +4,546 +3%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$2.22M -$52.7K -3,600 -2%
Bank of America
11
Bank of America
North Carolina
$1.99M -$238K -16,296 -10%
LPL Financial
12
LPL Financial
California
$1.93M -$372K -25,418 -16%
CWP
13
Cyndeo Wealth Partners
Florida
$1.8M +$1.85M +126,539 New
WANY
14
Wealthspire Advisors (New York)
New York
$1.4M -$385K -26,306 -21%
EGA
15
E&G Advisors
Texas
$1.28M -$7.32K -500 -0.6%
EW
16
Evoke Wealth
California
$1.25M -$61.9K -4,228 -5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.24M -$48.6K -3,318 -4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.15M +$625K +42,719 +111%
First Trust Advisors
19
First Trust Advisors
Illinois
$1.11M -$21.5K -1,472 -2%
Mariner
20
Mariner
Kansas
$1.04M +$1.07M +72,917 New
SWP
21
Semus Wealth Partners
Florida
$906K +$933K +63,772 New
DC
22
Davenport & Co
Virginia
$889K +$26.5K +1,813 +3%
NA
23
NewEdge Advisors
Louisiana
$827K +$26.5K +1,810 +3%
Wells Fargo
24
Wells Fargo
California
$800K +$32.5K +2,222 +4%
CAN
25
Cetera Advisor Networks
California
$796K +$31.7K +2,167 +4%

BIT Hedge Fund Activity: Q4 2022 in Review

82 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q4 2022, worth a combined $80.8M — down 0.58% from $81.3M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BIT positions and 9 closed out — a net gain of 8 holders — while 24 added to existing stakes and 29 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $1.07M. The largest seller was Morgan Stanley, cutting an estimated $2.22M.

  • 82 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q4 2022, up from 76 in Q3 2022.
  • Funds reported $80.8M of BlackRock Multi-Sector Income Trust stock for Q4 2022, down 0.58% quarter-over-quarter.
  • 17 funds opened new BlackRock Multi-Sector Income Trust positions in Q4 2022 and 9 closed out, a net change of +8 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q4 2022 was Mariner, an estimated $1.07M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q4 2022 was Morgan Stanley, an estimated $2.22M sold.

Based on aggregated 13F filings for Q4 2022.