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BlackRock Income Trust

68 hedge funds and large institutions have $206M invested in BlackRock Income Trust in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more capital invested

Capital invested by funds: $202M → $206M (+$3.83M)

0.36% more ownership

Funds ownership: 18.17%18.52% (+0.36%)

0% more funds holding

Funds holding: 6868 (0)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
68
Holders Change
Holders Change %
0%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
19
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$411K +$415K +23,974 New
Ameriprise
27
Ameriprise
Minnesota
$403K +$18.1K +1,046 +5%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$341K +$86.3K +4,987 +34%
WCM
29
Whitener Capital Management
North Carolina
$310K -$40.3K -2,330 -11%
KLI
30
Kelman-Lazarov Inc
Tennessee
$285K -$531K -30,708 -65%
CIA
31
Capital Investment Advisors
Georgia
$270K +$2.34K +135 +0.9%
FNT
32
First Nebraska Trust
Nebraska
$218K -$5.43K -314 -2%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$205K +$2.7K +156 +1%
CHAM
34
Clear Harbor Asset Management
Connecticut
$195K -$5.61K -324 -3%
LA
35
LexAurum Advisors
Kansas
$194K
LCM
36
Landscape Capital Management
New Jersey
$176K -$126K -7,275 -41%
PVWM
37
Point View Wealth Management
New Jersey
$176K -$18.3K -1,060 -9%
RJA
38
Raymond James & Associates
Florida
$159K +$22.3K +1,289 +16%
Walleye Trading
39
Walleye Trading
New York
$151K +$152K +8,792 New
PSUF
40
People's United Financial
Connecticut
$146K
CAN
41
Cetera Advisor Networks
California
$141K
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$130K +$1.92K +111 +1%
FIMG
43
Financial & Investment Management Group
Michigan
$130K +$4.71K +272 +4%
PMG
44
ProVise Management Group
Florida
$122K
DAS
45
Dynamic Advisor Solutions
Arizona
$119K +$3.17K +183 +3%
BRWA
46
B. Riley Wealth Advisors
Florida
$96K -$158K -9,127 -62%
Stifel Financial
47
Stifel Financial
Missouri
$91K +$5.78K +334 +7%
BWA
48
BDO Wealth Advisors
Florida
$81K
NL
49
NWAM LLC
Washington
$74K
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$70K -$14.2K -820 -17%

BKT Hedge Fund Activity: Q3 2018 in Review

68 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q3 2018, worth a combined $206M — up 1.9% from $202M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BKT positions and 8 closed out — a net gain of 1 holder — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.18M. The largest seller was Bank of America, cutting an estimated $1.31M.

  • 68 institutional investors held BlackRock Income Trust (BKT) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $206M of BlackRock Income Trust stock for Q3 2018, up 1.9% quarter-over-quarter.
  • 9 funds opened new BlackRock Income Trust positions in Q3 2018 and 8 closed out, a net change of +1 holder.
  • The largest BlackRock Income Trust buyer in Q3 2018 was Karpus Investment Management, an estimated $2.18M added.
  • The largest BlackRock Income Trust seller in Q3 2018 was Bank of America, an estimated $1.31M sold.

Based on aggregated 13F filings for Q3 2018.