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BlackRock Income Trust
BKT

76 hedge funds and large institutions have $191M invested in BlackRock Income Trust in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

93% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 14

9% more funds holding

Funds holding: 70 → 76 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.83% less ownership

Funds ownership: 17.31% → 16.48% (-0.83%)

5% less capital invested

Capital invested by funds: $201M → $191M (-$10.6M)

Holders
76
Holders Change
+6
Holders Change %
+8.57%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
27
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$5.47M
2
FM
Family Management
New York
+$2.39M
3
ACP
Aviance Capital Partners
Florida
+$974K
4
Stifel Financial
Stifel Financial
Missouri
+$940K
5
Bank of America
Bank of America
North Carolina
+$829K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$11.7M
2
1CP
1607 Capital Partners
Virginia
-$9.99M
3
KIM
Karpus Investment Management
New York
-$1.99M
4
PPA
Parametric Portfolio Associates
Washington
-$442K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$222K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lido Advisors
26
Lido Advisors
California
$585K -$24.5K -1,344 -4%
1CP
27
1607 Capital Partners
Virginia
$501K -$9.99M -549,098 -95%
MCWA
28
Meadow Creek Wealth Advisors
Georgia
$478K +$479K +26,339 New
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$446K +$10.6K +582 +2%
HighTower Advisors
30
HighTower Advisors
Illinois
$351K -$27.7K -1,522 -7%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$343K +$49.9K +2,742 +17%
WCM
32
Whitener Capital Management
North Carolina
$340K – – –
FHA
33
First Horizon Advisors
Tennessee
$321K – – –
CIA
34
Capital Investment Advisors
Georgia
$277K +$655 +36 +0.2%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$269K +$203K +11,150 +304%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$262K +$15.7K +861 +6%
RIG
37
Ramiah Investment Group
Wisconsin
$244K +$245K +13,453 New
FNT
38
First Nebraska Trust
Nebraska
$231K – – –
MFW
39
Meristem Family Wealth
Minnesota
$192K – – –
DAS
40
Dynamic Advisor Solutions
Arizona
$191K -$25.9K -1,421 -12%
AG
41
Advisor Group
Arizona
$189K +$109K +6,010 +136%
9WM
42
9258 Wealth Management
Ohio
$182K – – –
AAS
43
Avantax Advisory Services
Texas
$162K +$161K +8,872 New
PVWM
44
Point View Wealth Management
New Jersey
$158K – – –
CCIM
45
Chapwood Capital Investment Management
Texas
$149K +$149K +8,192 New
CAN
46
Cetera Advisor Networks
California
$145K +$3.95K +217 +3%
CHAM
47
Clear Harbor Asset Management
Connecticut
$143K – – –
LA
48
LexAurum Advisors
Kansas
$133K – – –
PMG
49
ProVise Management Group
Florida
$129K – – –
FIA
50
FNY Investment Advisers
New York
$126K -$48.5K -2,666 -28%
1
2
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BKT Hedge Fund Activity: Q4 2019 in Review

76 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q4 2019, worth a combined $191M — down 5.3% from $201M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BKT positions and 4 closed out — a net gain of 6 holders — while 27 added to existing stakes and 14 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $5.47M. The largest seller was Wells Fargo, cutting an estimated $11.7M.

  • 76 institutional investors held BlackRock Income Trust (BKT) as of Q4 2019, up from 70 in Q3 2019.
  • Funds reported $191M of BlackRock Income Trust stock for Q4 2019, down 5.3% quarter-over-quarter.
  • 10 funds opened new BlackRock Income Trust positions in Q4 2019 and 4 closed out, a net change of +6 holders.
  • The largest BlackRock Income Trust buyer in Q4 2019 was Sit Investment Associates, an estimated $5.47M added.
  • The largest BlackRock Income Trust seller in Q4 2019 was Wells Fargo, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2019.