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BlackRock Multi-Sector Income Trust

80 hedge funds and large institutions have $90.8M invested in BlackRock Multi-Sector Income Trust in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

4% more funds holding

Funds holding: 7780 (+3)

0.65% less ownership

Funds ownership: 17.03%16.37% (-0.65%)

11% less capital invested

Capital invested by funds: $102M → $90.8M (-$10.8M)

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
32
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.9M +$974K +64,503 +6%
Ameriprise
2
Ameriprise
Minnesota
$9.22M +$224K +14,823 +2%
LPL Financial
3
LPL Financial
California
$6.86M -$79.1K -5,239 -1%
CWP
4
Cyndeo Wealth Partners
Florida
$5.25M +$661K +43,731 +14%
Invesco
5
Invesco
Georgia
$4.83M -$219K -14,466 -4%
UBS Group
6
UBS Group
Switzerland
$4.44M -$605K -40,046 -12%
Bank of America
7
Bank of America
North Carolina
$4.02M +$170K +11,229 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.33M +$293K +19,383 +9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3M +$964K +63,811 +45%
Cohen & Steers
10
Cohen & Steers
New York
$2.8M
RJA
11
Raymond James & Associates
Florida
$2.5M -$107K -7,072 -4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.76M +$175K +11,605 +11%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$1.65M -$90.6K -6,000 -5%
PAG
14
Private Advisor Group
New Jersey
$1.32M +$141K +9,341 +11%
Mariner
15
Mariner
Kansas
$1.2M +$1.08M +71,200 +633%
EGA
16
E&G Advisors
Texas
$1.2M -$10.6K -700 -0.8%
AWS
17
Atria Wealth Solutions
New York
$1.14M +$121K +8,011 +11%
NA
18
NewEdge Advisors
Louisiana
$1.06M +$47.4K +3,140 +5%
WANY
19
Wealthspire Advisors (New York)
New York
$948K
Osaic Holdings
20
Osaic Holdings
Arizona
$936K -$188K -12,432 -16%
LCM
21
Landscape Capital Management
New Jersey
$867K +$899K +59,492 New
SCA
22
Snowden Capital Advisors
New York
$863K -$17.6K -1,162 -2%
SPIA
23
Steward Partners Investment Advisory
New York
$858K +$94K +6,222 +12%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$805K +$16.6K +1,102 +2%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$792K +$3.02K +200 +0.4%

BIT Hedge Fund Activity: Q2 2024 in Review

80 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q2 2024, worth a combined $90.8M — down 11% from $102M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BIT positions and 5 closed out — a net gain of 4 holders — while 32 added to existing stakes and 18 trimmed.

The largest buyer was Mariner, adding an estimated $1.08M. The largest seller was Foundations Investment Advisors, exiting entirely with an estimated $3.62M sold.

  • 80 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q2 2024, up from 77 in Q1 2024.
  • Funds reported $90.8M of BlackRock Multi-Sector Income Trust stock for Q2 2024, down 11% quarter-over-quarter.
  • 9 funds opened new BlackRock Multi-Sector Income Trust positions in Q2 2024 and 5 closed out, a net change of +4 holders.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q2 2024 was Mariner, an estimated $1.08M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q2 2024 was Foundations Investment Advisors, an estimated $3.62M sold.

Based on aggregated 13F filings for Q2 2024.