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BlackRock Income Trust
BKT

65 hedge funds and large institutions have $208M invested in BlackRock Income Trust in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 18 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

3% more funds holding

Funds holding: 63 → 65 (+2)

0.03% more ownership

Funds ownership: 17.22% → 17.24% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less capital invested

Capital invested by funds: $210M → $208M (-$2.57M)

6% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 18

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
10
Increased
17
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.51M
2
Morgan Stanley
Morgan Stanley
New York
+$775K
3
UBS Group
UBS Group
Switzerland
+$449K
4
Invesco
Invesco
Georgia
+$200K
5
GC
Guggenheim Capital
Illinois
+$179K

Top Sellers

Rank Fund Capital Flow
1
IA
Icon Advisers
Colorado
-$1.67M
2
SIA
Sit Investment Associates
Minnesota
-$1.34M
3
1CP
1607 Capital Partners
Virginia
-$831K
4
RVPG
Relative Value Partners Group
-$775K
5
KIM
Karpus Investment Management
New York
-$378K
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
26
Doliver Advisors
Texas
$291K -$92.3K -4,872 -24%
GXMC
27
Global X Management Company
New York
$283K +$19.5K +1,031 +7%
FNT
28
First Nebraska Trust
Nebraska
$259K – – –
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$254K -$30.1K -1,591 -11%
CHAM
30
Clear Harbor Asset Management
Connecticut
$244K +$1.76K +93 +0.7%
CAS
31
Cue Advisory Services
Arizona
$239K -$14.5K -767 -6%
PVWM
32
Point View Wealth Management
New Jersey
$214K – – –
PSUF
33
People's United Financial
Connecticut
$192K +$189 +10 +0.1%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$168K +$18.3K +964 +12%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$160K – – –
CAN
36
Cetera Advisor Networks
California
$148K – – –
RJA
37
Raymond James & Associates
Florida
$143K +$16.6K +874 +13%
ECM
38
ETrade Capital Management
Virginia
$142K +$143K +7,525 New
PMG
39
ProVise Management Group
Florida
$140K – – –
Stifel Financial
40
Stifel Financial
Missouri
$116K -$127K -6,703 -53%
YP
41
Yellowstone Partners
Idaho
$102K +$103K +5,431 New
VF
42
Virtu Financial
New York
$98K +$98.2K +5,184 New
NL
43
NWAM LLC
Washington
$82K +$82.1K +4,333 New
OA
44
Oxbow Advisors
Texas
$66K – – –
WA
45
WealthTrust Axiom
Pennsylvania
$65K – – –
GT
46
Glenview Trust
Kentucky
$63K – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$40K – – –
Citigroup
48
Citigroup
New York
$32K -$170 -9 -0.5%
AG
49
Advisor Group
Arizona
$30K -$928 -49 -3%
GWM
50
Geneos Wealth Management
Colorado
$24K -$3.16K -167 -11%
1
2
3

BKT Hedge Fund Activity: Q3 2017 in Review

65 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q3 2017, worth a combined $208M — down 1.2% from $210M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BKT positions and 7 closed out — a net gain of 3 holders — while 17 added to existing stakes and 18 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.51M. The largest seller was Icon Advisers, cutting an estimated $1.67M.

  • 65 institutional investors held BlackRock Income Trust (BKT) as of Q3 2017, up from 63 in Q2 2017.
  • Funds reported $208M of BlackRock Income Trust stock for Q3 2017, down 1.2% quarter-over-quarter.
  • 10 funds opened new BlackRock Income Trust positions in Q3 2017 and 7 closed out, a net change of +3 holders.
  • The largest BlackRock Income Trust buyer in Q3 2017 was Wells Fargo, an estimated $3.51M added.
  • The largest BlackRock Income Trust seller in Q3 2017 was Icon Advisers, an estimated $1.67M sold.

Based on aggregated 13F filings for Q3 2017.