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BlackRock Multi-Sector Income Trust

77 hedge funds and large institutions have $102M invested in BlackRock Multi-Sector Income Trust in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

3% less funds holding

Funds holding: 7977 (-2)

3.24% less ownership

Funds ownership: 20.26%17.03% (-3.2%)

12% less capital invested

Capital invested by funds: $116M → $102M (-$14.3M)

Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
24
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$17.4M -$17.3M -1,124,556 -51%
Ameriprise
2
Ameriprise
Minnesota
$9.82M -$59K -3,832 -0.6%
LPL Financial
3
LPL Financial
California
$7.55M +$568K +36,878 +8%
Invesco
4
Invesco
Georgia
$5.49M -$350K -22,717 -6%
UBS Group
5
UBS Group
Switzerland
$5.47M -$581K -37,739 -10%
CWP
6
Cyndeo Wealth Partners
Florida
$5.03M
Bank of America
7
Bank of America
North Carolina
$4.2M +$212K +13,766 +5%
FIA
8
Foundations Investment Advisors
Arizona
$3.62M +$128K +8,340 +4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.32M -$174K -11,320 -5%
Cohen & Steers
10
Cohen & Steers
New York
$3.05M
RJA
11
Raymond James & Associates
Florida
$2.84M +$71.2K +4,626 +3%
MFIM
12
Mesirow Financial Investment Management
Illinois
$2.56M +$15 +1 +0%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$2.25M -$571K -37,094 -21%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$1.89M -$77K -5,000 -4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.74M +$106K +6,865 +7%
EGA
16
E&G Advisors
Texas
$1.32M -$9.24K -600 -0.7%
PAG
17
Private Advisor Group
New Jersey
$1.29M +$4.42K +287 +0.4%
EW
18
Evoke Wealth
California
$1.26M +$1.22M +79,343 New
Osaic Holdings
19
Osaic Holdings
Arizona
$1.22M -$41.3K -2,682 -3%
AWS
20
Atria Wealth Solutions
New York
$1.11M +$326K +21,185 +43%
NA
21
NewEdge Advisors
Louisiana
$1.1M -$40.8K -2,650 -4%
WANY
22
Wealthspire Advisors (New York)
New York
$1.03M
SCA
23
Snowden Capital Advisors
New York
$958K +$707K +45,904 +318%
Northern Trust
24
Northern Trust
Illinois
$946K +$917K +59,568 New
SWP
25
Semus Wealth Partners
Florida
$915K -$68.7K -4,462 -7%

BIT Hedge Fund Activity: Q1 2024 in Review

77 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q1 2024, worth a combined $102M — down 12% from $116M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BIT and 10 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 24 added.

The largest buyer was Evoke Wealth, opening a new position worth an estimated $1.22M. The largest seller was Morgan Stanley, cutting an estimated $17.3M.

  • 77 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q1 2024, down from 79 in Q4 2023.
  • Funds reported $102M of BlackRock Multi-Sector Income Trust stock for Q1 2024, down 12% quarter-over-quarter.
  • 10 funds opened new BlackRock Multi-Sector Income Trust positions in Q1 2024 and 11 closed out, a net change of -1 holder.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q1 2024 was Evoke Wealth, an estimated $1.22M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q1 2024 was Morgan Stanley, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2024.