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BlackRock Income Trust
BKT

57 hedge funds and large institutions have $115M invested in BlackRock Income Trust in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $98.9M → $115M (+$15.7M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1.53% more ownership

Funds ownership: 7.23% → 8.76% (+1.5%)

0% more funds holding

Funds holding: 57 → 57 (0)

33% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 21

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
14
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$9.97M
2
1CP
1607 Capital Partners
Virginia
+$7.22M
3
Wells Fargo
Wells Fargo
California
+$5.23M
4
SCM
Saba Capital Management
New York
+$3.28M
5
SIA
Sit Investment Associates
Minnesota
+$829K

Top Sellers

Rank Fund Capital Flow
1
NCM
Newgate Capital Management
Connecticut
-$3.81M
2
PPA
Parametric Portfolio Associates
Washington
-$1.55M
3
GC
Guggenheim Capital
Illinois
-$1.46M
4
Morgan Stanley
Morgan Stanley
New York
-$514K
5
Bank of America
Bank of America
North Carolina
-$396K
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$241K +$243K +12,391 New
PSUF
27
People's United Financial
Connecticut
$233K -$9.82K -500 -4%
CHAM
28
Clear Harbor Asset Management
Connecticut
$219K -$88.4K -4,500 -29%
PP
29
Paloma Partners
Connecticut
$214K +$73.5K +3,739 +51%
PVWM
30
Point View Wealth Management
New Jersey
$196K +$198K +10,069 New
WB
31
WesBanco Bank
West Virginia
$191K – – –
PR
32
Payden & Rygel
California
$187K – – –
KC
33
Kingfisher Capital
North Carolina
$171K -$4.4K -224 -2%
CFA
34
Cahill Financial Advisors
Minnesota
$171K +$173K +8,788 New
Mariner
35
Mariner
Kansas
$163K – – –
TCM
36
Texan Capital Management
Texas
$137K – – –
TRCT
37
Tower Research Capital (TRC)
New York
$137K +$128K +6,533 +1,307%
PMG
38
ProVise Management Group
Florida
$135K -$17.7K -900 -11%
PI
39
Placemark Investments
Illinois
$103K -$786 -40 -0.7%
ICM
40
Ionic Capital Management
New York
$102K – – –
OA
41
Oxbow Advisors
Texas
$95K +$4.18K +213 +5%
Jane Street
42
Jane Street
New York
$93K +$93.7K +4,768 New
CWM
43
Concert Wealth Management
California
$76K -$1.97K -100 -2%
GT
44
Glenview Trust
Kentucky
$65K +$65.5K +3,333 New
1IC
45
1919 Investment Counsel
Maryland
$60K – – –
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$56K -$413 -21 -0.7%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$50K -$10.6K -538 -17%
Nomura Holdings
48
Nomura Holdings
Japan
$36K +$36.1K +1,835 New
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$28K – – –
NES
50
New England Securities
New York
$19K +$196 +10 +1%
1
2
3

BKT Hedge Fund Activity: Q4 2013 in Review

57 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q4 2013, worth a combined $115M — up 16% from $98.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BKT positions and 10 closed out — a net gain of 1 holder — while 14 added to existing stakes and 21 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $9.97M. The largest seller was Newgate Capital Management, exiting entirely with an estimated $3.81M sold.

  • 57 institutional investors held BlackRock Income Trust (BKT) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $115M of BlackRock Income Trust stock for Q4 2013, up 16% quarter-over-quarter.
  • 11 funds opened new BlackRock Income Trust positions in Q4 2013 and 10 closed out, a net change of +1 holder.
  • The largest BlackRock Income Trust buyer in Q4 2013 was Karpus Investment Management, an estimated $9.97M added.
  • The largest BlackRock Income Trust seller in Q4 2013 was Newgate Capital Management, an estimated $3.81M sold.

Based on aggregated 13F filings for Q4 2013.