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BlackRock Income Trust
BKT

62 hedge funds and large institutions have $177M invested in BlackRock Income Trust in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

7% more capital invested

Capital invested by funds: $165M → $177M (+$11.1M)

0.9% more ownership

Funds ownership: 13.08% → 13.98% (+0.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 64 → 62 (-2)

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
21
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$6.48M
2
Bessemer Group
Bessemer Group
New Jersey
+$4.67M
3
RVP
Relative Value Partners
Illinois
+$1.07M
4
Wells Fargo
Wells Fargo
California
+$1.02M
5
SIA
Sit Investment Associates
Minnesota
+$953K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$1.71M
2
HighTower Advisors
HighTower Advisors
Illinois
-$559K
3
DA
Doliver Advisors
Texas
-$486K
4
VKH
Virtu KCG Holdings
New York
-$389K
5
SG Americas Securities
SG Americas Securities
New York
-$381K
Name Holding Trade Value Shares
Change 		Change in
Stake
PVWM
26
Point View Wealth Management
New Jersey
$211K – – –
PSUF
27
People's United Financial
Connecticut
$204K +$154 +8 +0.1%
CHAM
28
Clear Harbor Asset Management
Connecticut
$198K – – –
WB
29
WesBanco Bank
West Virginia
$189K – – –
PR
30
Payden & Rygel
California
$186K – – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$151K +$154 +8 +0.1%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$147K -$19.2K -995 -12%
SCM
33
Saba Capital Management
New York
$146K -$1.71M -88,707 -92%
SWP
34
Stratos Wealth Partners
Ohio
$146K +$146K +7,564 New
PMG
35
ProVise Management Group
Florida
$144K – – –
TCM
36
Texan Capital Management
Texas
$136K – – –
Stifel Financial
37
Stifel Financial
Missouri
$124K -$2.14K -111 -2%
NPIT
38
National Penn Investors Trust
Pennsylvania
$96K – – –
CWM
39
Concert Wealth Management
California
$75K -$3.38K -175 -4%
SC
40
Searle & Co
Connecticut
$72K – – –
WA
41
WealthTrust Axiom
Pennsylvania
$70K – – –
Barclays
42
Barclays
United Kingdom
$59K – – –
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$55.4K – – –
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$55K +$193 +10 +0.4%
WP
45
WealthPLAN Partners
Nebraska
$40K +$40.3K +2,088 New
Citigroup
46
Citigroup
New York
$37K +$4.73K +245 +14%
TJHA
47
Thomas J. Herzfeld Advisors
Florida
$32K – – –
TRCT
48
Tower Research Capital (TRC)
New York
$28K +$21.9K +1,134 +341%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$27K +$27.5K +1,422 New
CCS
50
Crosspoint Capital Strategies
California
$26K +$25.7K +1,333 New
1
2
3

BKT Hedge Fund Activity: Q1 2015 in Review

62 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q1 2015, worth a combined $177M — up 6.7% from $165M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BKT positions and 7 closed out — a net gain of 1 holder — while 21 added to existing stakes and 14 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $6.48M. The largest seller was Saba Capital Management, cutting an estimated $1.71M.

  • 62 institutional investors held BlackRock Income Trust (BKT) as of Q1 2015, down from 64 in Q4 2014.
  • Funds reported $177M of BlackRock Income Trust stock for Q1 2015, up 6.7% quarter-over-quarter.
  • 8 funds opened new BlackRock Income Trust positions in Q1 2015 and 7 closed out, a net change of +1 holder.
  • The largest BlackRock Income Trust buyer in Q1 2015 was Karpus Investment Management, an estimated $6.48M added.
  • The largest BlackRock Income Trust seller in Q1 2015 was Saba Capital Management, an estimated $1.71M sold.

Based on aggregated 13F filings for Q1 2015.