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BlackRock Income Trust
BKT

60 hedge funds and large institutions have $194M invested in BlackRock Income Trust in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

5% more funds holding

Funds holding: 57 → 60 (+3)

2% more capital invested

Capital invested by funds: $190M → $194M (+$4.37M)

0.73% more ownership

Funds ownership: 15.31% → 16.04% (+0.73%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

50% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 22

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
7
Increased
11
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.96M
2
Invesco
Invesco
Georgia
+$3.38M
3
1CP
1607 Capital Partners
Virginia
+$1.31M
4
HighTower Advisors
HighTower Advisors
Illinois
+$1.19M
5
PP
Paloma Partners
Connecticut
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.37M
2
FIMG
Financial & Investment Management Group
Michigan
-$580K
3
GC
Guggenheim Capital
Illinois
-$293K
4
PPA
Parametric Portfolio Associates
Washington
-$223K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$202K
Name Holding Trade Value Shares
Change 		Change in
Stake
PVWM
26
Point View Wealth Management
New Jersey
$196K -$8.27K -434 -4%
PSUF
27
People's United Financial
Connecticut
$191K -$9.26K -486 -5%
WB
28
WesBanco Bank
West Virginia
$186K – – –
PR
29
Payden & Rygel
California
$182K – – –
FAAS
30
First Allied Advisory Services
California
$178K +$178K +9,354 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$142K +$286 +15 +0.2%
PMG
32
ProVise Management Group
Florida
$141K – – –
RCM
33
Rivernorth Capital Management
Florida
$139K +$140K +7,366 New
TCM
34
Texan Capital Management
Texas
$134K – – –
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$132K -$16.7K -877 -11%
SWP
36
Stratos Wealth Partners
Ohio
$123K -$21.7K -1,140 -15%
Stifel Financial
37
Stifel Financial
Missouri
$122K -$34.4K -1,808 -22%
IT
38
Independence Trust
Tennessee
$117K -$83.8K -4,398 -41%
FIMG
39
Financial & Investment Management Group
Michigan
$106K -$580K -30,458 -84%
NPIT
40
National Penn Investors Trust
Pennsylvania
$95K – – –
VKH
41
Virtu KCG Holdings
New York
$88K +$88.8K +4,661 New
CWM
42
Concert Wealth Management
California
$74K – – –
WA
43
WealthTrust Axiom
Pennsylvania
$69K – – –
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$64K +$12.1K +634 +23%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$59K – – –
TRCT
46
Tower Research Capital (TRC)
New York
$41K +$23.8K +1,250 +136%
GXMC
47
Global X Management Company
New York
$31K +$31.7K +1,663 New
Citigroup
48
Citigroup
New York
$30K +$590 +31 +2%
US Bancorp
49
US Bancorp
Minnesota
$27K – – –
AIG
50
American International Group
New York
$18K – – –
1
2
3

BKT Hedge Fund Activity: Q3 2015 in Review

60 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q3 2015, worth a combined $194M — up 2.3% from $190M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BKT positions and 3 closed out — a net gain of 4 holders — while 11 added to existing stakes and 22 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.96M. The largest seller was Morgan Stanley, cutting an estimated $1.37M.

  • 60 institutional investors held BlackRock Income Trust (BKT) as of Q3 2015, up from 57 in Q2 2015.
  • Funds reported $194M of BlackRock Income Trust stock for Q3 2015, up 2.3% quarter-over-quarter.
  • 7 funds opened new BlackRock Income Trust positions in Q3 2015 and 3 closed out, a net change of +4 holders.
  • The largest BlackRock Income Trust buyer in Q3 2015 was Wells Fargo, an estimated $3.96M added.
  • The largest BlackRock Income Trust seller in Q3 2015 was Morgan Stanley, an estimated $1.37M sold.

Based on aggregated 13F filings for Q3 2015.