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BlackRock Income Trust
BKT

70 hedge funds and large institutions have $201M invested in BlackRock Income Trust in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.45% less ownership

Funds ownership: 17.76% → 17.31% (-0.45%)

2% less capital invested

Capital invested by funds: $206M → $201M (-$4.15M)

1% less funds holding

Funds holding: 71 → 70 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
21
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$2.56M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.59M
3
Invesco
Invesco
Georgia
+$717K
4
HC
HNP Capital
New York
+$680K
5
VRM
Vectors Research Management
New York
+$679K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$8.29M
2
IA
Icon Advisers
Colorado
-$3.63M
3
1CP
1607 Capital Partners
Virginia
-$741K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$485K
5
OC
Oppenheimer & Co
New York
-$292K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$401K +$191K +10,538 +92%
HighTower Advisors
27
HighTower Advisors
Illinois
$378K -$9.21K -508 -2%
WCM
28
Whitener Capital Management
North Carolina
$342K – – –
FHA
29
First Horizon Advisors
Tennessee
$322K – – –
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$295K +$7.9K +436 +3%
CIA
31
Capital Investment Advisors
Georgia
$277K -$8.59K -474 -3%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$247K +$44.4K +2,449 +22%
FNT
33
First Nebraska Trust
Nebraska
$232K – – –
DAS
34
Dynamic Advisor Solutions
Arizona
$218K +$53.2K +2,934 +33%
MFW
35
Meristem Family Wealth
Minnesota
$193K – – –
MWPCG
36
Measured Wealth Private Client Group
New Hampshire
$183K -$61.3K -3,383 -25%
9WM
37
9258 Wealth Management
Ohio
$182K +$181K +10,000 New
FIA
38
FNY Investment Advisers
New York
$175K -$47.2K -2,604 -21%
PVWM
39
Point View Wealth Management
New Jersey
$158K – – –
CHAM
40
Clear Harbor Asset Management
Connecticut
$144K +$3.63K +200 +3%
OC
41
Oppenheimer & Co
New York
$142K -$292K -16,101 -67%
CAN
42
Cetera Advisor Networks
California
$141K – – –
LA
43
LexAurum Advisors
Kansas
$134K – – –
SMH
44
Sanders Morris Harris
Texas
$133K +$133K +7,320 New
PMG
45
ProVise Management Group
Florida
$130K – – –
GT
46
Glenview Trust
Kentucky
$107K – – –
PSUF
47
People's United Financial
Connecticut
$106K -$24.2K -1,334 -19%
AG
48
Advisor Group
Arizona
$80K – – –
NCM
49
Narwhal Capital Management
Georgia
$79K -$13.8K -759 -15%
JWM
50
Jupiter Wealth Management
Colorado
$79K – – –
1
2
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BKT Hedge Fund Activity: Q3 2019 in Review

70 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q3 2019, worth a combined $201M — down 2% from $206M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BKT and 6 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 21 added.

The largest buyer was Stifel Financial, adding an estimated $2.56M. The largest seller was Wells Fargo, cutting an estimated $8.29M.

  • 70 institutional investors held BlackRock Income Trust (BKT) as of Q3 2019, down from 71 in Q2 2019.
  • Funds reported $201M of BlackRock Income Trust stock for Q3 2019, down 2% quarter-over-quarter.
  • 6 funds opened new BlackRock Income Trust positions in Q3 2019 and 7 closed out, a net change of -1 holder.
  • The largest BlackRock Income Trust buyer in Q3 2019 was Stifel Financial, an estimated $2.56M added.
  • The largest BlackRock Income Trust seller in Q3 2019 was Wells Fargo, an estimated $8.29M sold.

Based on aggregated 13F filings for Q3 2019.