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BlackRock Income Trust
BKT

61 hedge funds and large institutions have $206M invested in BlackRock Income Trust in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.46% more ownership

Funds ownership: 16.48% → 16.93% (+0.46%)

0% more capital invested

Capital invested by funds: $205M → $206M (+$676K)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

9% less funds holding

Funds holding: 67 → 61 (-6)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
61
Holders Change
-6
Holders Change %
-8.96%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
4
Increased
20
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$6.84M
2
RVPG
Relative Value Partners Group
+$852K
3
UR
USCA RIA
Texas
+$764K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$448K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$352K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$1.31M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$917K
3
IA
Icon Advisers
Colorado
-$754K
4
1CP
1607 Capital Partners
Virginia
-$577K
5
CAS
Cue Advisory Services
Arizona
-$201K
Name Holding Trade Value Shares
Change 		Change in
Stake
FNT
26
First Nebraska Trust
Nebraska
$298K +$9.95K +525 +3%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$270K +$30.6K +1,617 +13%
CHAM
28
Clear Harbor Asset Management
Connecticut
$242K -$947 -50 -0.4%
DA
29
Doliver Advisors
Texas
$209K -$174K -9,169 -46%
PSUF
30
People's United Financial
Connecticut
$193K +$246 +13 +0.1%
WB
31
WesBanco Bank
West Virginia
$190K – – –
PR
32
Payden & Rygel
California
$183K – – –
PVWM
33
Point View Wealth Management
New Jersey
$183K – – –
GXMC
34
Global X Management Company
New York
$177K +$93.2K +4,921 +111%
CAN
35
Cetera Advisor Networks
California
$163K -$7.92K -418 -5%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$160K – – –
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$158K +$39.1K +2,065 +33%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$132K -$63K -3,324 -32%
PMG
39
ProVise Management Group
Florida
$129K – – –
Stifel Financial
40
Stifel Financial
Missouri
$112K -$6.29K -332 -5%
VKH
41
Virtu KCG Holdings
New York
$109K +$109K +5,737 New
SWP
42
Stratos Wealth Partners
Ohio
$101K -$17.3K -911 -15%
RJA
43
Raymond James & Associates
Florida
$94K +$10.9K +577 +13%
CWM
44
Concert Wealth Management
California
$74K – – –
WA
45
WealthTrust Axiom
Pennsylvania
$69K – – –
GT
46
Glenview Trust
Kentucky
$63K +$63.1K +3,333 New
Citigroup
47
Citigroup
New York
$32K -$227 -12 -0.7%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$30K +$29.6K +1,562 New
GWM
49
Geneos Wealth Management
Colorado
$27K – – –
IA
50
IFP Advisors
Florida
$27K +$7.41K +391 +38%
1
2
3

BKT Hedge Fund Activity: Q4 2016 in Review

61 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q4 2016, worth a combined $206M — up 0.33% from $205M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BKT and 4 opened new positions — a net loss of 5 holders — while 20 trimmed existing stakes and 20 added.

The largest buyer was Wells Fargo, adding an estimated $6.84M. The largest seller was Sit Investment Associates, cutting an estimated $1.31M.

  • 61 institutional investors held BlackRock Income Trust (BKT) as of Q4 2016, down from 67 in Q3 2016.
  • Funds reported $206M of BlackRock Income Trust stock for Q4 2016, up 0.33% quarter-over-quarter.
  • 4 funds opened new BlackRock Income Trust positions in Q4 2016 and 9 closed out, a net change of -5 holders.
  • The largest BlackRock Income Trust buyer in Q4 2016 was Wells Fargo, an estimated $6.84M added.
  • The largest BlackRock Income Trust seller in Q4 2016 was Sit Investment Associates, an estimated $1.31M sold.

Based on aggregated 13F filings for Q4 2016.