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BlackRock Income Trust
BKT

62 hedge funds and large institutions have $220M invested in BlackRock Income Trust in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

7% more capital invested

Capital invested by funds: $206M → $220M (+$13.8M)

2% more funds holding

Funds holding: 61 → 62 (+1)

0.45% more ownership

Funds ownership: 16.87% → 17.33% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% 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
10
Increased
16
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$10.5M
2
SIA
Sit Investment Associates
Minnesota
+$4.25M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$788K
4
Morgan Stanley
Morgan Stanley
New York
+$714K
5
Bank of America
Bank of America
North Carolina
+$703K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$5.05M
2
Wells Fargo
Wells Fargo
California
-$4.62M
3
LPL Financial
LPL Financial
California
-$1.3M
4
HighTower Advisors
HighTower Advisors
Illinois
-$650K
5
PPA
Parametric Portfolio Associates
Washington
-$371K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
26
Cetera Advisor Networks
California
$209K – – –
PSUF
27
People's United Financial
Connecticut
$201K +$137 +7 +0.1%
WB
28
WesBanco Bank
West Virginia
$199K +$3.71K +190 +2%
PR
29
Payden & Rygel
California
$192K – – –
PVWM
30
Point View Wealth Management
New Jersey
$189K -$16.7K -857 -8%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$185K +$181K +9,278 New
SPC
32
Sigma Planning Corp
Michigan
$161K +$158K +8,103 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$159K +$36.3K +1,859 +30%
PMG
34
ProVise Management Group
Florida
$149K – – –
CWM
35
Concert Wealth Management
California
$146K +$66.7K +3,413 +88%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$141K +$3.93K +201 +3%
TCM
37
Texan Capital Management
Texas
$139K – – –
SWP
38
Stratos Wealth Partners
Ohio
$129K +$1.07K +55 +0.9%
Stifel Financial
39
Stifel Financial
Missouri
$126K -$6.45K -330 -5%
PAG
40
Private Advisor Group
New Jersey
$96K +$93.8K +4,803 New
UR
41
USCA RIA
Texas
$90K +$88.6K +4,533 New
RJA
42
Raymond James & Associates
Florida
$86K +$84.4K +4,322 New
YP
43
Yellowstone Partners
Idaho
$80K +$78.1K +3,997 New
ACP
44
Aviance Capital Partners
Florida
$77K +$782 +40 +1%
PCP
45
Proficio Capital Partners
Massachusetts
$77K +$75.6K +3,870 New
LCM
46
Landscape Capital Management
New Jersey
$74K -$365K -18,681 -83%
WA
47
WealthTrust Axiom
Pennsylvania
$72K – – –
MFS
48
MSI Financial Services
Massachusetts
$42K -$31.9K -1,632 -44%
Citigroup
49
Citigroup
New York
$33K -$16K -817 -33%
GXMC
50
Global X Management Company
New York
$32K – – –
1
2
3

BKT Hedge Fund Activity: Q1 2016 in Review

62 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q1 2016, worth a combined $220M — up 6.7% from $206M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BKT positions and 7 closed out — a net gain of 3 holders — while 16 added to existing stakes and 20 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $10.5M. The largest seller was 1607 Capital Partners, cutting an estimated $5.05M.

  • 62 institutional investors held BlackRock Income Trust (BKT) as of Q1 2016, up from 61 in Q4 2015.
  • Funds reported $220M of BlackRock Income Trust stock for Q1 2016, up 6.7% quarter-over-quarter.
  • 10 funds opened new BlackRock Income Trust positions in Q1 2016 and 7 closed out, a net change of +3 holders.
  • The largest BlackRock Income Trust buyer in Q1 2016 was Karpus Investment Management, an estimated $10.5M added.
  • The largest BlackRock Income Trust seller in Q1 2016 was 1607 Capital Partners, an estimated $5.05M sold.

Based on aggregated 13F filings for Q1 2016.