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BlackRock Income Trust
BKT

67 hedge funds and large institutions have $207M invested in BlackRock Income Trust in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

3% more funds holding

Funds holding: 65 → 67 (+2)

0.27% more ownership

Funds ownership: 17.24% → 17.51% (+0.27%)

0% less capital invested

Capital invested by funds: $208M → $207M (-$519K)

36% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 25

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
16
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$10.4M
2
IA
Icon Advisers
Colorado
+$1.85M
3
Bank of America
Bank of America
North Carolina
+$1.28M
4
BRWA
B. Riley Wealth Advisors
Florida
+$356K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$225K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$5.35M
2
SIA
Sit Investment Associates
Minnesota
-$2.32M
3
Bessemer Group
Bessemer Group
New Jersey
-$923K
4
UR
USCA RIA
Texas
-$920K
5
LPL Financial
LPL Financial
California
-$390K
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
26
Doliver Advisors
Texas
$239K -$46.9K -2,524 -16%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$232K -$18.3K -982 -7%
CHAM
28
Clear Harbor Asset Management
Connecticut
$230K -$10.4K -560 -4%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$224K +$225K +12,100 New
PCP
30
Proficio Capital Partners
Massachusetts
$215K -$83.5K -4,492 -28%
LA
31
LexAurum Advisors
Kansas
$213K +$218K +11,708 New
CAS
32
Cue Advisory Services
Arizona
$212K -$22.9K -1,233 -10%
PVWM
33
Point View Wealth Management
New Jersey
$210K – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$200K +$43.4K +2,333 +28%
WCM
35
Whitener Capital Management
North Carolina
$174K +$175K +9,403 New
PSUF
36
People's United Financial
Connecticut
$171K -$17.1K -919 -9%
CAN
37
Cetera Advisor Networks
California
$154K +$7.04K +379 +5%
Squarepoint
38
Squarepoint
New York
$144K +$145K +7,793 New
PMG
39
ProVise Management Group
Florida
$138K – – –
LCM
40
Landscape Capital Management
New Jersey
$136K +$137K +7,355 New
RJA
41
Raymond James & Associates
Florida
$113K -$27.8K -1,496 -20%
Stifel Financial
42
Stifel Financial
Missouri
$113K +$1.8K +97 +2%
YP
43
Yellowstone Partners
Idaho
$104K +$3.33K +179 +3%
NL
44
NWAM LLC
Washington
$80K – – –
IFWM
45
Institute for Wealth Management
Colorado
$72K +$72.4K +3,895 New
WA
46
WealthTrust Axiom
Pennsylvania
$64K – – –
GT
47
Glenview Trust
Kentucky
$62K – – –
MOS
48
MGO One Seven
Ohio
$45K +$45K +2,419 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$40K – – –
Citigroup
50
Citigroup
New York
$31K -$56 -3 -0.2%
1
2
3 4

BKT Hedge Fund Activity: Q4 2017 in Review

67 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q4 2017, worth a combined $207M — down 0.25% from $208M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BKT positions and 10 closed out — a net gain of 3 holders — while 16 added to existing stakes and 25 trimmed.

The largest buyer was Wells Fargo, adding an estimated $10.4M. The largest seller was Karpus Investment Management, cutting an estimated $5.35M.

  • 67 institutional investors held BlackRock Income Trust (BKT) as of Q4 2017, up from 65 in Q3 2017.
  • Funds reported $207M of BlackRock Income Trust stock for Q4 2017, down 0.25% quarter-over-quarter.
  • 13 funds opened new BlackRock Income Trust positions in Q4 2017 and 10 closed out, a net change of +3 holders.
  • The largest BlackRock Income Trust buyer in Q4 2017 was Wells Fargo, an estimated $10.4M added.
  • The largest BlackRock Income Trust seller in Q4 2017 was Karpus Investment Management, an estimated $5.35M sold.

Based on aggregated 13F filings for Q4 2017.