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BlackRock Multi-Sector Income Trust

79 hedge funds and large institutions have $116M invested in BlackRock Multi-Sector Income Trust in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

27% more capital invested

Capital invested by funds: $91.5M → $116M (+$24.4M)

3.43% more ownership

Funds ownership: 16.84%20.26% (+3.4%)

3% more funds holding

Funds holding: 7779 (+2)

32% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 31

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
21
Reduced
31
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$33.3M +$15.2M +1,035,675 +87%
Ameriprise
2
Ameriprise
Minnesota
$9.32M +$1.93M +131,799 +27%
LPL Financial
3
LPL Financial
California
$6.58M +$489K +33,334 +8%
UBS Group
4
UBS Group
Switzerland
$5.74M -$51.1K -3,485 -0.9%
Invesco
5
Invesco
Georgia
$5.53M -$662K -45,159 -11%
CWP
6
Cyndeo Wealth Partners
Florida
$4.75M +$797K +54,342 +21%
Bank of America
7
Bank of America
North Carolina
$3.76M -$57.8K -3,943 -2%
FIA
8
Foundations Investment Advisors
Arizona
$3.42M +$352K +24,010 +12%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.31M -$141K -9,614 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$3.01M -$60K -4,093 -2%
Cohen & Steers
11
Cohen & Steers
New York
$2.88M
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.68M +$779K +53,140 +42%
RJA
13
Raymond James & Associates
Florida
$2.61M -$6.22K -424 -0.2%
MFIM
14
Mesirow Financial Investment Management
Illinois
$2.42M +$2.37M +161,377 New
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$1.86M -$455K -31,000 -20%
LSIA
16
LaSalle St. Investment Advisors
Illinois
$1.81M -$31.2K -2,126 -15%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.54M -$14K -958 -0.9%
EGA
18
E&G Advisors
Texas
$1.25M -$85.8K -5,850 -7%
PAG
19
Private Advisor Group
New Jersey
$1.22M +$106K +7,260 +10%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.19M -$21.5K -1,469 -2%
NA
21
NewEdge Advisors
Louisiana
$1.09M +$194K +13,200 +22%
GC
22
Guggenheim Capital
Illinois
$1.06M +$7.57K +516 +0.7%
WANY
23
Wealthspire Advisors (New York)
New York
$975K
GS
24
GTS Securities
New York
$933K +$912K +62,173 New
SWP
25
Semus Wealth Partners
Florida
$932K +$5.34K +364 +0.6%

BIT Hedge Fund Activity: Q4 2023 in Review

79 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q4 2023, worth a combined $116M — up 27% from $91.5M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BIT positions and 7 closed out — a net gain of 2 holders — while 21 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $15.2M. The largest seller was Cresset Asset Management, exiting entirely with an estimated $1.24M sold.

  • 79 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q4 2023, up from 77 in Q3 2023.
  • Funds reported $116M of BlackRock Multi-Sector Income Trust stock for Q4 2023, up 27% quarter-over-quarter.
  • 9 funds opened new BlackRock Multi-Sector Income Trust positions in Q4 2023 and 7 closed out, a net change of +2 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q4 2023 was Morgan Stanley, an estimated $15.2M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q4 2023 was Cresset Asset Management, an estimated $1.24M sold.

Based on aggregated 13F filings for Q4 2023.