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BlackRock Income Trust
BKT

57 hedge funds and large institutions have $190M invested in BlackRock Income Trust in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

8% more capital invested

Capital invested by funds: $177M → $190M (+$13.3M)

1.33% more ownership

Funds ownership: 13.98% → 15.31% (+1.3%)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

8% less funds holding

Funds holding: 62 → 57 (-5)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
57
Holders Change
-5
Holders Change %
-8.06%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
5
Increased
16
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$9.6M
2
KIM
Karpus Investment Management
New York
+$2.91M
3
SIA
Sit Investment Associates
Minnesota
+$2.64M
4
WA
WFG Advisors
Texas
+$1.19M
5
1CP
1607 Capital Partners
Virginia
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.59M
2
PP
Paloma Partners
Connecticut
-$745K
3
HighTower Advisors
HighTower Advisors
Illinois
-$554K
4
Morgan Stanley
Morgan Stanley
New York
-$249K
5
SCM
Saba Capital Management
New York
-$146K
Name Holding Trade Value Shares
Change 		Change in
Stake
PSUF
26
People's United Financial
Connecticut
$201K +$212 +11 +0.1%
IT
27
Independence Trust
Tennessee
$201K +$204K +10,605 New
WB
28
WesBanco Bank
West Virginia
$186K – – –
PR
29
Payden & Rygel
California
$183K – – –
Stifel Financial
30
Stifel Financial
Missouri
$156K +$34.8K +1,808 +28%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$149K +$4.33K +225 +3%
SWP
32
Stratos Wealth Partners
Ohio
$145K +$1.14K +59 +0.8%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$142K -$6.36K -330 -4%
PMG
34
ProVise Management Group
Florida
$142K – – –
TCM
35
Texan Capital Management
Texas
$134K – – –
DA
36
Doliver Advisors
Texas
$121K +$123K +6,372 New
NPIT
37
National Penn Investors Trust
Pennsylvania
$95K – – –
CWM
38
Concert Wealth Management
California
$74K – – –
Goldman Sachs
39
Goldman Sachs
New York
$71K +$72.1K +3,745 New
WA
40
WealthTrust Axiom
Pennsylvania
$69K – – –
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$59K +$4.99K +259 +9%
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$52K -$2.1K -109 -4%
WP
43
WealthPLAN Partners
Nebraska
$40K – – –
TJHA
44
Thomas J. Herzfeld Advisors
Florida
$31K – – –
Citigroup
45
Citigroup
New York
$29K -$8.07K -419 -22%
US Bancorp
46
US Bancorp
Minnesota
$27K +$11.3K +584 +70%
CCS
47
Crosspoint Capital Strategies
California
$25K – – –
AIG
48
American International Group
New York
$17.7K – – –
TRCT
49
Tower Research Capital (TRC)
New York
$17K -$10.6K -550 -37%
CAL
50
Capital Advisors Ltd
Ohio
$15K – – –
1
2
3

BKT Hedge Fund Activity: Q2 2015 in Review

57 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q2 2015, worth a combined $190M — up 7.5% from $177M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BKT and 5 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 16 added.

The largest buyer was Wells Fargo, adding an estimated $9.6M. The largest seller was UBS Group, cutting an estimated $1.59M.

  • 57 institutional investors held BlackRock Income Trust (BKT) as of Q2 2015, down from 62 in Q1 2015.
  • Funds reported $190M of BlackRock Income Trust stock for Q2 2015, up 7.5% quarter-over-quarter.
  • 5 funds opened new BlackRock Income Trust positions in Q2 2015 and 9 closed out, a net change of -4 holders.
  • The largest BlackRock Income Trust buyer in Q2 2015 was Wells Fargo, an estimated $9.6M added.
  • The largest BlackRock Income Trust seller in Q2 2015 was UBS Group, an estimated $1.59M sold.

Based on aggregated 13F filings for Q2 2015.