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BlackRock Income Trust

59 hedge funds and large institutions have $102M invested in BlackRock Income Trust in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

27.49% more ownership

Funds ownership: 11.33%38.82% (+27%)

14% more capital invested

Capital invested by funds: $89.8M → $102M (+$12.4M)

20% less funds holding

Funds holding: 7459 (-15)

33% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 24

43% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 28

Holders
59
Holders Change
-15
Holders Change %
-20.27%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
16
Reduced
24
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$456K +$153K +12,417 +51%
RJT
27
Raymond James Trust
Florida
$446K -$18.3K -1,484 -4%
AWA
28
Arkadios Wealth Advisors
Georgia
$434K +$111 +9 +0%
SWP
29
Semus Wealth Partners
Florida
$382K +$383K +30,994 New
AWS
30
AJ Wealth Strategies
New York
$343K
PCP
31
Proficio Capital Partners
Massachusetts
$340K -$12 -1 -0%
CHAM
32
Clear Harbor Asset Management
Connecticut
$285K -$161 -13 -0.1%
Osaic Holdings
33
Osaic Holdings
Arizona
$251K -$69.3K -5,612 -22%
WAM
34
Wolverine Asset Management
Illinois
$243K +$243K +19,657 New
FAG
35
Financial Advisory Group
Texas
$216K +$3.77K +305 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$198K +$13.5K +1,091 +7%
MCC
37
Money Concepts Capital
Florida
$196K +$196K +15,871 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$192K -$31.3K -2,534 -14%
FAG
39
Fortitude Advisory Group
Washington
$187K +$12 +1 +0%
TA
40
TrueWealth Advisors
Alabama
$182K -$81.9K -6,634 -31%
NA
41
NewEdge Advisors
Louisiana
$157K -$28.9K -2,343 -16%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$156K -$52.7K -4,266 -25%
IAIM
43
International Assets Investment Management
Florida
$156K +$156K +12,631 New
CIA
44
Capital Investment Advisors
Georgia
$136K +$370 +30 +0.3%
CP
45
Cumberland Partners
Ontario, Canada
$133K -$12 -1 -0%
Wells Fargo
46
Wells Fargo
California
$128K +$47.7K +3,864 +59%
CF
47
Centaurus Financial
California
$105K +$173 +14 +0.2%
EC
48
Elequin Capital
New York
$56.7K +$56.7K +4,594 New
HNWAG
49
High Net Worth Advisory Group
Florida
$36.4K
HI
50
Harbour Investments
Wisconsin
$31.6K -$10.1K -819 -24%

BKT Hedge Fund Activity: Q4 2022 in Review

59 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q4 2022, worth a combined $102M — up 14% from $89.8M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of BKT and 16 opened new positions — a net loss of 12 holders — while 24 trimmed existing stakes and 16 added.

The largest buyer was Sit Investment Associates, adding an estimated $4.37M. The largest seller was Cresset Asset Management, exiting entirely with an estimated $1.23M sold.

  • 59 institutional investors held BlackRock Income Trust (BKT) as of Q4 2022, down from 74 in Q3 2022.
  • Funds reported $102M of BlackRock Income Trust stock for Q4 2022, up 14% quarter-over-quarter.
  • 16 funds opened new BlackRock Income Trust positions in Q4 2022 and 28 closed out, a net change of -12 holders.
  • The largest BlackRock Income Trust buyer in Q4 2022 was Sit Investment Associates, an estimated $4.37M added.
  • The largest BlackRock Income Trust seller in Q4 2022 was Cresset Asset Management, an estimated $1.23M sold.

Based on aggregated 13F filings for Q4 2022.