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BlackRock Income Trust
BKT

64 hedge funds and large institutions have $165M invested in BlackRock Income Trust in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

14% more capital invested

Capital invested by funds: $145M → $165M (+$20.1M)

8% more funds holding

Funds holding: 59 → 64 (+5)

1.57% more ownership

Funds ownership: 11.51% → 13.08% (+1.6%)

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
19
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$12.3M
2
Wells Fargo
Wells Fargo
California
+$3.03M
3
SIA
Sit Investment Associates
Minnesota
+$2.63M
4
1CP
1607 Capital Partners
Virginia
+$2.1M
5
FIMG
Financial & Investment Management Group
Michigan
+$966K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$2.31M
2
WA
WFG Advisors
Texas
-$798K
3
GC
Guggenheim Capital
Illinois
-$756K
4
CAN
Cetera Advisor Networks
California
-$420K
5
SFS
Shaker Financial Services
Virginia
-$257K
Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
26
First Nebraska Trust
Nebraska
$276K -$108K -5,633 -28%
GEM
27
Global Endowment Management
North Carolina
$264K – – –
PVWM
28
Point View Wealth Management
New Jersey
$210K -$1.5K -78 -0.7%
PSUF
29
People's United Financial
Connecticut
$203K +$77 +4 +0%
OC
30
Oppenheimer & Co
New York
$199K +$113K +5,893 +131%
CHAM
31
Clear Harbor Asset Management
Connecticut
$198K -$4.14K -216 -2%
WB
32
WesBanco Bank
West Virginia
$188K – – –
PR
33
Payden & Rygel
California
$185K – – –
Goldman Sachs
34
Goldman Sachs
New York
$179K +$16.3K +850 +10%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$165K -$32.9K -1,716 -17%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$150K +$441 +23 +0.3%
PMG
37
ProVise Management Group
Florida
$143K +$9.58K +500 +7%
TCM
38
Texan Capital Management
Texas
$136K – – –
Mariner
39
Mariner
Kansas
$129K – – –
Stifel Financial
40
Stifel Financial
Missouri
$126K -$72.2K -3,766 -36%
NPIT
41
National Penn Investors Trust
Pennsylvania
$96K – – –
CWM
42
Concert Wealth Management
California
$78K +$3.35K +175 +4%
SC
43
Searle & Co
Connecticut
$72K +$72.5K +3,785 New
WA
44
WealthTrust Axiom
Pennsylvania
$70K – – –
GT
45
Glenview Trust
Kentucky
$64K +$63.9K +3,333 New
Barclays
46
Barclays
United Kingdom
$59K – – –
LTFS
47
Ladenburg Thalmann Financial Services
Florida
$55K +$31.6K +1,651 +138%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$55K +$55.1K +2,875 New
Citigroup
49
Citigroup
New York
$33K -$17.7K -926 -35%
TJHA
50
Thomas J. Herzfeld Advisors
Florida
$32K +$31.9K +1,667 New
1
2
3

BKT Hedge Fund Activity: Q4 2014 in Review

64 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q4 2014, worth a combined $165M — up 14% from $145M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BKT positions and 6 closed out — a net gain of 7 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $12.3M. The largest seller was Saba Capital Management, cutting an estimated $2.31M.

  • 64 institutional investors held BlackRock Income Trust (BKT) as of Q4 2014, up from 59 in Q3 2014.
  • Funds reported $165M of BlackRock Income Trust stock for Q4 2014, up 14% quarter-over-quarter.
  • 13 funds opened new BlackRock Income Trust positions in Q4 2014 and 6 closed out, a net change of +7 holders.
  • The largest BlackRock Income Trust buyer in Q4 2014 was Karpus Investment Management, an estimated $12.3M added.
  • The largest BlackRock Income Trust seller in Q4 2014 was Saba Capital Management, an estimated $2.31M sold.

Based on aggregated 13F filings for Q4 2014.