We are live on ! Find out more
BKT icon

BlackRock Income Trust
BKT

59 hedge funds and large institutions have $145M invested in BlackRock Income Trust in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

9% more funds holding

Funds holding: 54 → 59 (+5)

1% more capital invested

Capital invested by funds: $144M → $145M (+$1.34M)

0.67% more ownership

Funds ownership: 10.84% → 11.51% (+0.67%)

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$4.63M
2
SIA
Sit Investment Associates
Minnesota
+$3.31M
3
Wells Fargo
Wells Fargo
California
+$1.86M
4
1CP
1607 Capital Partners
Virginia
+$1.65M
5
SCM
Saba Capital Management
New York
+$744K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.33M
2
GC
Guggenheim Capital
Illinois
-$921K
3
PPA
Parametric Portfolio Associates
Washington
-$678K
4
LPL Financial
LPL Financial
California
-$591K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$564K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$197K -$14K -722 -7%
Stifel Financial
27
Stifel Financial
Missouri
$197K +$5.83K +300 +3%
WB
28
WesBanco Bank
West Virginia
$187K – – –
PR
29
Payden & Rygel
California
$184K – – –
VKH
30
Virtu KCG Holdings
New York
$169K +$47.5K +2,444 +38%
Goldman Sachs
31
Goldman Sachs
New York
$161K +$36.1K +1,855 +28%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$148K -$38.4K -1,977 -20%
PP
33
Paloma Partners
Connecticut
$140K +$143K +7,333 New
AIM
34
Allen Investment Management
New York
$135K +$137K +7,067 New
TCM
35
Texan Capital Management
Texas
$135K +$137K +7,067 New
PMG
36
ProVise Management Group
Florida
$133K – – –
Mariner
37
Mariner
Kansas
$128K -$32.4K -1,667 -20%
OA
38
Oxbow Advisors
Texas
$98K – – –
NPIT
39
National Penn Investors Trust
Pennsylvania
$95K +$97.2K +5,000 New
TC
40
TFS Capital
Pennsylvania
$93K +$95K +4,887 New
OC
41
Oppenheimer & Co
New York
$86K +$87.4K +4,497 New
NL
42
NWAM LLC
Washington
$75K +$76.3K +3,926 New
CWM
43
Concert Wealth Management
California
$74K – – –
WA
44
WealthTrust Axiom
Pennsylvania
$69K – – –
Barclays
45
Barclays
United Kingdom
$59K +$63.1K +3,248 New
Citigroup
46
Citigroup
New York
$50K -$270K -13,903 -84%
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$23K +$816 +42 +4%
CHC
48
City Holding Co
West Virginia
$17K – – –
US Bancorp
49
US Bancorp
Minnesota
$16K – – –
CAL
50
Capital Advisors Ltd
Ohio
$15K – – –
1
2
3

BKT Hedge Fund Activity: Q3 2014 in Review

59 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q3 2014, worth a combined $145M — up 0.93% from $144M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BKT positions and 5 closed out — a net gain of 5 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $4.63M. The largest seller was Morgan Stanley, cutting an estimated $1.33M.

  • 59 institutional investors held BlackRock Income Trust (BKT) as of Q3 2014, up from 54 in Q2 2014.
  • Funds reported $145M of BlackRock Income Trust stock for Q3 2014, up 0.93% quarter-over-quarter.
  • 10 funds opened new BlackRock Income Trust positions in Q3 2014 and 5 closed out, a net change of +5 holders.
  • The largest BlackRock Income Trust buyer in Q3 2014 was Karpus Investment Management, an estimated $4.63M added.
  • The largest BlackRock Income Trust seller in Q3 2014 was Morgan Stanley, an estimated $1.33M sold.

Based on aggregated 13F filings for Q3 2014.