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BlackRock Income Trust
BKT

65 hedge funds and large institutions have $198M invested in BlackRock Income Trust in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.05% more ownership

Funds ownership: 17.51% → 17.56% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $207M → $198M (-$9.54M)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

3% less funds holding

Funds holding: 67 → 65 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
20
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$2.36M
2
Wells Fargo
Wells Fargo
California
+$947K
3
1CP
1607 Capital Partners
Virginia
+$564K
4
IA
Icon Advisers
Colorado
+$460K
5
Bank of America
Bank of America
North Carolina
+$372K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$1.14M
2
UBS Group
UBS Group
Switzerland
-$953K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$653K
4
SIA
Sit Investment Associates
Minnesota
-$613K
5
PCP
Proficio Capital Partners
Massachusetts
-$215K
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$256K +$128K +7,188 +98%
FNT
27
First Nebraska Trust
Nebraska
$234K +$942 +53 +0.4%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$209K -$10.7K -599 -5%
CHAM
29
Clear Harbor Asset Management
Connecticut
$209K -$9.48K -533 -4%
DA
30
Doliver Advisors
Texas
$205K -$22.4K -1,262 -10%
LA
31
LexAurum Advisors
Kansas
$199K -$7.09K -399 -3%
PVWM
32
Point View Wealth Management
New Jersey
$199K – – –
PSUF
33
People's United Financial
Connecticut
$163K +$124 +7 +0.1%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$130K +$130K +7,333 New
PMG
35
ProVise Management Group
Florida
$125K -$5.94K -334 -4%
DAS
36
Dynamic Advisor Solutions
Arizona
$118K +$119K +6,714 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$106K -$108K -6,071 -50%
RJA
38
Raymond James & Associates
Florida
$102K -$5.62K -316 -5%
Stifel Financial
39
Stifel Financial
Missouri
$94K -$14.8K -833 -14%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$86K +$86.9K +4,885 New
NL
41
NWAM LLC
Washington
$76K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$68K -$124K -6,952 -64%
WA
43
WealthTrust Axiom
Pennsylvania
$61K – – –
GT
44
Glenview Trust
Kentucky
$59K – – –
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$57K +$19.8K +1,111 +52%
MOS
46
MGO One Seven
Ohio
$44K +$1.21K +68 +3%
Citigroup
47
Citigroup
New York
$29K -$1.1K -62 -4%
AG
48
Advisor Group
Arizona
$27K – – –
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$27K +$27.6K +1,555 New
GWM
50
Geneos Wealth Management
Colorado
$22K – – –
1
2
3

BKT Hedge Fund Activity: Q1 2018 in Review

65 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q1 2018, worth a combined $198M — down 4.6% from $207M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BKT and 5 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 20 added.

The largest buyer was Karpus Investment Management, adding an estimated $2.36M. The largest seller was LPL Financial, cutting an estimated $1.14M.

  • 65 institutional investors held BlackRock Income Trust (BKT) as of Q1 2018, down from 67 in Q4 2017.
  • Funds reported $198M of BlackRock Income Trust stock for Q1 2018, down 4.6% quarter-over-quarter.
  • 5 funds opened new BlackRock Income Trust positions in Q1 2018 and 6 closed out, a net change of -1 holder.
  • The largest BlackRock Income Trust buyer in Q1 2018 was Karpus Investment Management, an estimated $2.36M added.
  • The largest BlackRock Income Trust seller in Q1 2018 was LPL Financial, an estimated $1.14M sold.

Based on aggregated 13F filings for Q1 2018.