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BlackRock Income Trust
BKT

57 hedge funds and large institutions have $115M invested in BlackRock Income Trust in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $98.9M → $115M (+$15.7M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

1.53% more ownership

Funds ownership: 7.23% → 8.76% (+1.5%)

0% more funds holding

Funds holding: 57 → 57 (0)

33% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 21

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
14
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$9.97M
2
1CP
1607 Capital Partners
Virginia
+$7.22M
3
Wells Fargo
Wells Fargo
California
+$5.23M
4
SCM
Saba Capital Management
New York
+$3.28M
5
SIA
Sit Investment Associates
Minnesota
+$829K

Top Sellers

Rank Fund Capital Flow
1
NCM
Newgate Capital Management
Connecticut
-$3.81M
2
PPA
Parametric Portfolio Associates
Washington
-$1.55M
3
GC
Guggenheim Capital
Illinois
-$1.46M
4
Morgan Stanley
Morgan Stanley
New York
-$514K
5
Bank of America
Bank of America
North Carolina
-$396K
Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
51
City Holding Co
West Virginia
$17K +$17.7K +900 New
US Bancorp
52
US Bancorp
Minnesota
$16K -$9.82K -500 -38%
WC
53
Whitnell & Co
Illinois
$13K – – –
Creative Planning
54
Creative Planning
Kansas
$13K +$13.1K +667 New
QAM
55
QCI Asset Management
New York
$6K – – –
BFEC
56
Benjamin F. Edwards & Company
Missouri
$6K +$3.06K +156 +93%
MA
57
MUFG Americas
New York
$4K -$26.8K -1,364 -88%
AIG
58
American International Group
New York
$1.31K – – –
NCM
59
Newgate Capital Management
Connecticut
– -$3.81M -190,458 Closed
WJA
60
Williams Jones & Associates
New York
– -$347K -17,333 Closed
RCM
61
Rivernorth Capital Management
Florida
– -$184K -9,217 Closed
Ameriprise
62
Ameriprise
Minnesota
– -$125K -6,247 Closed
DC
63
Davenport & Co
Virginia
– -$73.4K -3,667 Closed
Comerica Bank
64
Comerica Bank
Texas
– -$71K -3,583 Closed
PFO
65
Pathstone Family Office
New Jersey
– -$34K -1,710 Closed
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
– -$34K -1,683 Closed
FANJ
67
Financial Architects (New Jersey)
New Jersey
– -$10K -500 Closed
MFS
68
MSI Financial Services
Massachusetts
– -$1K -62 Closed
1 2
3

BKT Hedge Fund Activity: Q4 2013 in Review

57 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q4 2013, worth a combined $115M — up 16% from $98.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BKT positions and 10 closed out — a net gain of 1 holder — while 14 added to existing stakes and 21 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $9.97M. The largest seller was Newgate Capital Management, exiting entirely with an estimated $3.81M sold.

  • 57 institutional investors held BlackRock Income Trust (BKT) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $115M of BlackRock Income Trust stock for Q4 2013, up 16% quarter-over-quarter.
  • 11 funds opened new BlackRock Income Trust positions in Q4 2013 and 10 closed out, a net change of +1 holder.
  • The largest BlackRock Income Trust buyer in Q4 2013 was Karpus Investment Management, an estimated $9.97M added.
  • The largest BlackRock Income Trust seller in Q4 2013 was Newgate Capital Management, an estimated $3.81M sold.

Based on aggregated 13F filings for Q4 2013.