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BlackRock Income Trust
BKT

68 hedge funds and large institutions have $202M invested in BlackRock Income Trust in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

5% more funds holding

Funds holding: 65 → 68 (+3)

2% more capital invested

Capital invested by funds: $198M → $202M (+$4.77M)

0.61% more ownership

Funds ownership: 17.56% → 18.17% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
21
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$4.35M
2
Wells Fargo
Wells Fargo
California
+$2.03M
3
IA
Icon Advisers
Colorado
+$1.92M
4
OA
Oxbow Advisors
Texas
+$1.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$866K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$3.69M
2
RVPG
Relative Value Partners Group
-$822K
3
1CP
1607 Capital Partners
Virginia
-$411K
4
Morgan Stanley
Morgan Stanley
New York
-$334K
5
KLI
Kelman-Lazarov Inc
Tennessee
-$174K
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
26
Doliver Advisors
Texas
$307K +$102K +5,896 +51%
CIA
27
Capital Investment Advisors
Georgia
$272K -$3.13K -181 -1%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$262K – – –
BRWA
29
B. Riley Wealth Advisors
Florida
$257K -$9.53K -550 -4%
FNT
30
First Nebraska Trust
Nebraska
$228K -$4.14K -239 -2%
CHAM
31
Clear Harbor Asset Management
Connecticut
$208K – – –
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$207K -$1.94K -112 -0.9%
LA
33
LexAurum Advisors
Kansas
$198K – – –
PVWM
34
Point View Wealth Management
New Jersey
$198K – – –
BI
35
Bulldog Investors
New Jersey
$152K +$150K +8,674 New
PSUF
36
People's United Financial
Connecticut
$149K -$13.4K -772 -8%
CAN
37
Cetera Advisor Networks
California
$143K +$143K +8,260 New
RJA
38
Raymond James & Associates
Florida
$140K +$38.1K +2,198 +38%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$130K +$1.73K +100 +1%
FIMG
40
Financial & Investment Management Group
Michigan
$127K +$126K +7,284 New
DAS
41
Dynamic Advisor Solutions
Arizona
$118K +$225 +13 +0.2%
Stifel Financial
42
Stifel Financial
Missouri
$88K -$5.79K -334 -6%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$86K +$537 +31 +0.6%
BWA
44
BDO Wealth Advisors
Florida
$82K +$81.5K +4,708 New
NL
45
NWAM LLC
Washington
$76K – – –
BS
46
Boenning & Scattergood
Pennsylvania
$63K +$62.7K +3,620 New
WA
47
WealthTrust Axiom
Pennsylvania
$61K – – –
GT
48
Glenview Trust
Kentucky
$58K – – –
Citigroup
49
Citigroup
New York
$37K +$8.77K +506 +31%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$27K – – –
1
2
3

BKT Hedge Fund Activity: Q2 2018 in Review

68 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q2 2018, worth a combined $202M — up 2.4% from $198M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BKT positions and 4 closed out — a net gain of 4 holders — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $4.35M. The largest seller was Sit Investment Associates, cutting an estimated $3.69M.

  • 68 institutional investors held BlackRock Income Trust (BKT) as of Q2 2018, up from 65 in Q1 2018.
  • Funds reported $202M of BlackRock Income Trust stock for Q2 2018, up 2.4% quarter-over-quarter.
  • 8 funds opened new BlackRock Income Trust positions in Q2 2018 and 4 closed out, a net change of +4 holders.
  • The largest BlackRock Income Trust buyer in Q2 2018 was Karpus Investment Management, an estimated $4.35M added.
  • The largest BlackRock Income Trust seller in Q2 2018 was Sit Investment Associates, an estimated $3.69M sold.

Based on aggregated 13F filings for Q2 2018.