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BlackRock Income Trust
BKT

55 hedge funds and large institutions have $126M invested in BlackRock Income Trust in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $115M → $126M (+$11.3M)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0.86% more ownership

Funds ownership: 8.76% → 9.62% (+0.86%)

4% less funds holding

Funds holding: 57 → 55 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$5.45M
2
Wells Fargo
Wells Fargo
California
+$2.85M
3
SIA
Sit Investment Associates
Minnesota
+$1.99M
4
1CP
1607 Capital Partners
Virginia
+$1.59M
5
PPA
Parametric Portfolio Associates
Washington
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.95M
2
Bank of America
Bank of America
North Carolina
-$620K
3
VKH
Virtu KCG Holdings
New York
-$340K
4
SG Americas Securities
SG Americas Securities
New York
-$241K
5
CAN
Cetera Advisor Networks
California
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
26
Clear Harbor Asset Management
Connecticut
$221K – – –
PVWM
27
Point View Wealth Management
New Jersey
$208K +$11.2K +571 +6%
PSUF
28
People's United Financial
Connecticut
$207K -$27.9K -1,424 -12%
PI
29
Placemark Investments
Illinois
$202K +$99.4K +5,065 +95%
WB
30
WesBanco Bank
West Virginia
$192K – – –
PR
31
Payden & Rygel
California
$188K – – –
Goldman Sachs
32
Goldman Sachs
New York
$184K -$137K -6,978 -43%
KC
33
Kingfisher Capital
North Carolina
$171K -$707 -36 -0.4%
Mariner
34
Mariner
Kansas
$164K – – –
TCM
35
Texan Capital Management
Texas
$138K – – –
Stifel Financial
36
Stifel Financial
Missouri
$137K +$138K +7,020 New
PMG
37
ProVise Management Group
Florida
$136K – – –
ICM
38
Ionic Capital Management
New York
$103K – – –
OA
39
Oxbow Advisors
Texas
$96K – – –
AllianceBernstein
40
AllianceBernstein
Tennessee
$81K +$81K +4,128 New
CWM
41
Concert Wealth Management
California
$77K -$1.04K -53 -1%
WA
42
WealthTrust Axiom
Pennsylvania
$71K +$72K +3,667 New
1IC
43
1919 Investment Counsel
Maryland
$60K – – –
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$56K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$50K – – –
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$28K – – –
NES
47
New England Securities
New York
$19K +$98 +5 +0.5%
CHC
48
City Holding Co
West Virginia
$18K – – –
US Bancorp
49
US Bancorp
Minnesota
$16K – – –
WA
50
Waverly Advisors
Alabama
$14K +$14.4K +733 New
1
2
3

BKT Hedge Fund Activity: Q1 2014 in Review

55 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q1 2014, worth a combined $126M — up 9.9% from $115M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BKT and 7 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 16 added.

The largest buyer was Karpus Investment Management, adding an estimated $5.45M. The largest seller was Guggenheim Capital, cutting an estimated $1.95M.

  • 55 institutional investors held BlackRock Income Trust (BKT) as of Q1 2014, down from 57 in Q4 2013.
  • Funds reported $126M of BlackRock Income Trust stock for Q1 2014, up 9.9% quarter-over-quarter.
  • 7 funds opened new BlackRock Income Trust positions in Q1 2014 and 8 closed out, a net change of -1 holder.
  • The largest BlackRock Income Trust buyer in Q1 2014 was Karpus Investment Management, an estimated $5.45M added.
  • The largest BlackRock Income Trust seller in Q1 2014 was Guggenheim Capital, an estimated $1.95M sold.

Based on aggregated 13F filings for Q1 2014.