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BlackRock Income Trust
BKT

54 hedge funds and large institutions have $144M invested in BlackRock Income Trust in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $126M → $144M (+$18M)

1.22% more ownership

Funds ownership: 9.62% → 10.84% (+1.2%)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

2% less funds holding

Funds holding: 55 → 54 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$9.3M
2
1CP
1607 Capital Partners
Virginia
+$4.93M
3
PPA
Parametric Portfolio Associates
Washington
+$1.7M
4
SIA
Sit Investment Associates
Minnesota
+$1.07M
5
FNT
First Nebraska Trust
Nebraska
+$397K

Top Sellers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
-$1.31M
2
VKH
Virtu KCG Holdings
New York
-$346K
3
SCM
Saba Capital Management
New York
-$219K
4
PI
Placemark Investments
Illinois
-$202K
5
KC
Kingfisher Capital
North Carolina
-$171K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$220K -$23K -1,159 -9%
PVWM
27
Point View Wealth Management
New Jersey
$217K +$5.05K +255 +2%
PSUF
28
People's United Financial
Connecticut
$210K – – –
Stifel Financial
29
Stifel Financial
Missouri
$200K +$59.4K +3,000 +43%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$195K -$105K -5,278 -35%
WB
31
WesBanco Bank
West Virginia
$195K – – –
PR
32
Payden & Rygel
California
$192K – – –
Mariner
33
Mariner
Kansas
$167K – – –
PMG
34
ProVise Management Group
Florida
$139K – – –
Goldman Sachs
35
Goldman Sachs
New York
$132K -$55.6K -2,805 -30%
VKH
36
Virtu KCG Holdings
New York
$128K -$346K -17,451 -73%
OA
37
Oxbow Advisors
Texas
$103K +$5.01K +253 +5%
Citadel Advisors
38
Citadel Advisors
Florida
$99K +$98.4K +4,967 New
CWM
39
Concert Wealth Management
California
$74K – – –
WA
40
WealthTrust Axiom
Pennsylvania
$73K – – –
1IC
41
1919 Investment Counsel
Maryland
$62K – – –
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$57K – – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$51K – – –
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$23K -$5.76K -291 -20%
CHC
45
City Holding Co
West Virginia
$17K – – –
US Bancorp
46
US Bancorp
Minnesota
$17K – – –
CAL
47
Capital Advisors Ltd
Ohio
$16K +$15.9K +801 New
WA
48
Waverly Advisors
Alabama
$15K – – –
GGPS
49
Gary Goldberg Planning Services
New York
$13K – – –
NES
50
New England Securities
New York
$10K -$9.79K -494 -50%
1
2
3

BKT Hedge Fund Activity: Q2 2014 in Review

54 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q2 2014, worth a combined $144M — up 14% from $126M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BKT and 4 opened new positions — a net loss of 1 holder — while 15 trimmed existing stakes and 15 added.

The largest buyer was Karpus Investment Management, adding an estimated $9.3M. The largest seller was Guggenheim Capital, cutting an estimated $1.31M.

  • 54 institutional investors held BlackRock Income Trust (BKT) as of Q2 2014, down from 55 in Q1 2014.
  • Funds reported $144M of BlackRock Income Trust stock for Q2 2014, up 14% quarter-over-quarter.
  • 4 funds opened new BlackRock Income Trust positions in Q2 2014 and 5 closed out, a net change of -1 holder.
  • The largest BlackRock Income Trust buyer in Q2 2014 was Karpus Investment Management, an estimated $9.3M added.
  • The largest BlackRock Income Trust seller in Q2 2014 was Guggenheim Capital, an estimated $1.31M sold.

Based on aggregated 13F filings for Q2 2014.