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BlackRock Income Trust
BKT

67 hedge funds and large institutions have $205M invested in BlackRock Income Trust in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 65 → 67 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.14% less ownership

Funds ownership: 16.62% → 16.48% (-0.14%)

3% less capital invested

Capital invested by funds: $211M → $205M (-$6.51M)

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
25
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$9.63M
2
IA
Icon Advisers
Colorado
+$6.19M
3
Morgan Stanley
Morgan Stanley
New York
+$1.14M
4
DA
Doliver Advisors
Texas
+$398K
5
LPL Financial
LPL Financial
California
+$225K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$6.61M
2
1CP
1607 Capital Partners
Virginia
-$4.95M
3
Wells Fargo
Wells Fargo
California
-$3.95M
4
PP
Paloma Partners
Connecticut
-$1.68M
5
WA
WFG Advisors
Texas
-$842K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$201K +$1.18K +60 +0.6%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$200K -$177K -8,973 -47%
PSUF
28
People's United Financial
Connecticut
$197K +$197 +10 +0.1%
WB
29
WesBanco Bank
West Virginia
$194K – – –
PR
30
Payden & Rygel
California
$187K – – –
PVWM
31
Point View Wealth Management
New Jersey
$187K +$2.98K +151 +2%
CAN
32
Cetera Advisor Networks
California
$174K – – –
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$164K -$16.4K -833 -9%
PMG
34
ProVise Management Group
Florida
$132K +$6.57K +333 +5%
SPC
35
Sigma Planning Corp
Michigan
$125K – – –
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$121K -$19.2K -972 -13%
SWP
37
Stratos Wealth Partners
Ohio
$121K -$434 -22 -0.4%
Stifel Financial
38
Stifel Financial
Missouri
$118K -$7.24K -367 -6%
YP
39
Yellowstone Partners
Idaho
$105K +$10.1K +511 +10%
LCM
40
Landscape Capital Management
New Jersey
$90K +$91.1K +4,619 New
GXMC
41
Global X Management Company
New York
$86K +$40.9K +2,073 +88%
RJA
42
Raymond James & Associates
Florida
$85K +$335 +17 +0.4%
BHB
43
Bank Hapoalim BM
Israel
$83K – – –
UR
44
USCA RIA
Texas
$78K – – –
ACP
45
Aviance Capital Partners
Florida
$77K +$927 +47 +1%
CWM
46
Concert Wealth Management
California
$75K – – –
WA
47
WealthTrust Axiom
Pennsylvania
$71K – – –
JIR
48
James Investment Research
Ohio
$48K +$48.8K +2,474 New
MFS
49
MSI Financial Services
Massachusetts
$38K +$4K +203 +11%
Citigroup
50
Citigroup
New York
$33K +$533 +27 +2%
1
2
3

BKT Hedge Fund Activity: Q3 2016 in Review

67 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q3 2016, worth a combined $205M — down 3.1% from $211M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BKT positions and 7 closed out — a net gain of 2 holders — while 25 added to existing stakes and 17 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $9.63M. The largest seller was Karpus Investment Management, cutting an estimated $6.61M.

  • 67 institutional investors held BlackRock Income Trust (BKT) as of Q3 2016, up from 65 in Q2 2016.
  • Funds reported $205M of BlackRock Income Trust stock for Q3 2016, down 3.1% quarter-over-quarter.
  • 9 funds opened new BlackRock Income Trust positions in Q3 2016 and 7 closed out, a net change of +2 holders.
  • The largest BlackRock Income Trust buyer in Q3 2016 was Sit Investment Associates, an estimated $9.63M added.
  • The largest BlackRock Income Trust seller in Q3 2016 was Karpus Investment Management, an estimated $6.61M sold.

Based on aggregated 13F filings for Q3 2016.