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BlackRock Multi-Sector Income Trust

79 hedge funds and large institutions have $97.2M invested in BlackRock Multi-Sector Income Trust in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

7% more capital invested

Capital invested by funds: $90.8M → $97.2M (+$6.43M)

0.48% more ownership

Funds ownership: 16.37%16.85% (+0.48%)

1% less funds holding

Funds holding: 8079 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
79
Holders Change
-1
Holders Change %
-1.25%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
31
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$18.6M +$961K +64,860 +6%
LPL Financial
2
LPL Financial
California
$7.68M +$521K +35,194 +7%
Ameriprise
3
Ameriprise
Minnesota
$7.11M -$2.43M -164,267 -26%
CWP
4
Cyndeo Wealth Partners
Florida
$6.66M +$1.15M +77,672 +22%
Invesco
5
Invesco
Georgia
$5.62M +$569K +38,403 +12%
UBS Group
6
UBS Group
Switzerland
$4.56M -$68.3K -4,611 -2%
Bank of America
7
Bank of America
North Carolina
$3.54M -$640K -43,211 -16%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.54M +$61.7K +4,162 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.24M +$108K +7,284 +4%
RJA
10
Raymond James & Associates
Florida
$2.98M +$362K +24,447 +14%
Cohen & Steers
11
Cohen & Steers
New York
$2.28M -$622K -42,000 -22%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$2.02M +$296K +20,000 +18%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.77M -$61.4K -4,146 -3%
LCM
14
Landscape Capital Management
New Jersey
$1.73M +$807K +54,436 +92%
WAM
15
Wolverine Asset Management
Illinois
$1.45M +$612K +41,324 +76%
AWS
16
Atria Wealth Solutions
New York
$1.44M +$242K +16,310 +21%
PAG
17
Private Advisor Group
New Jersey
$1.26M -$114K -7,713 -8%
Mariner
18
Mariner
Kansas
$1.25M +$1.48K +100 +0.1%
EGA
19
E&G Advisors
Texas
$1.24M -$9.85K -665 -0.8%
NA
20
NewEdge Advisors
Louisiana
$1.24M +$132K +8,916 +12%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.23M +$253K +17,054 +27%
EW
22
Evoke Wealth
California
$1.21M +$916K +61,806 +349%
Wells Fargo
23
Wells Fargo
California
$1.15M +$545K +36,773 +94%
WANY
24
Wealthspire Advisors (New York)
New York
$988K
SPIA
25
Steward Partners Investment Advisory
New York
$937K +$41.3K +2,785 +5%

BIT Hedge Fund Activity: Q3 2024 in Review

79 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BlackRock Multi-Sector Income Trust (BIT) for Q3 2024, worth a combined $97.2M — up 7.1% from $90.8M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BIT and 7 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 31 added.

The largest buyer was Cyndeo Wealth Partners, adding an estimated $1.15M. The largest seller was Ameriprise, cutting an estimated $2.43M.

  • 79 institutional investors held BlackRock Multi-Sector Income Trust (BIT) as of Q3 2024, down from 80 in Q2 2024.
  • Funds reported $97.2M of BlackRock Multi-Sector Income Trust stock for Q3 2024, up 7.1% quarter-over-quarter.
  • 7 funds opened new BlackRock Multi-Sector Income Trust positions in Q3 2024 and 8 closed out, a net change of -1 holder.
  • The largest BlackRock Multi-Sector Income Trust buyer in Q3 2024 was Cyndeo Wealth Partners, an estimated $1.15M added.
  • The largest BlackRock Multi-Sector Income Trust seller in Q3 2024 was Ameriprise, an estimated $2.43M sold.

Based on aggregated 13F filings for Q3 2024.