We are live on ! Find out more
BKT icon

BlackRock Income Trust
BKT

59 hedge funds and large institutions have $145M invested in BlackRock Income Trust in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

9% more funds holding

Funds holding: 54 → 59 (+5)

1% more capital invested

Capital invested by funds: $144M → $145M (+$1.34M)

0.67% more ownership

Funds ownership: 10.84% → 11.51% (+0.67%)

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
1.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$4.63M
2
SIA
Sit Investment Associates
Minnesota
+$3.31M
3
Wells Fargo
Wells Fargo
California
+$1.86M
4
1CP
1607 Capital Partners
Virginia
+$1.65M
5
SCM
Saba Capital Management
New York
+$744K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.33M
2
GC
Guggenheim Capital
Illinois
-$921K
3
PPA
Parametric Portfolio Associates
Washington
-$678K
4
LPL Financial
LPL Financial
California
-$591K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$564K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
51
Waverly Advisors
Alabama
$14K – – –
GGPS
52
Gary Goldberg Planning Services
New York
$13K – – –
NES
53
New England Securities
New York
$10K +$97 +5 +1%
AIG
54
American International Group
New York
$9.01K +$4K +206 +77%
SAM
55
Shamrock Asset Management
Texas
$8K – – –
QAM
56
QCI Asset Management
New York
$6K +$39 +2 +0.6%
FA
57
Financial Advantage
Maryland
$6K +$6.06K +312 New
Deutsche Bank
58
Deutsche Bank
Germany
$6K +$6.47K +333 New
MA
59
MUFG Americas
New York
$4K +$58 +3 +1%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$3K – – –
DA
61
Doliver Advisors
Texas
– -$320K -16,055 Closed
Citadel Advisors
62
Citadel Advisors
Florida
– -$99K -4,967 Closed
1IC
63
1919 Investment Counsel
Maryland
– -$62K -3,067 Closed
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
– -$57K -2,875 Closed
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
– -$51K -2,561 Closed
1 2
3

BKT Hedge Fund Activity: Q3 2014 in Review

59 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q3 2014, worth a combined $145M — up 0.93% from $144M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BKT positions and 5 closed out — a net gain of 5 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $4.63M. The largest seller was Morgan Stanley, cutting an estimated $1.33M.

  • 59 institutional investors held BlackRock Income Trust (BKT) as of Q3 2014, up from 54 in Q2 2014.
  • Funds reported $145M of BlackRock Income Trust stock for Q3 2014, up 0.93% quarter-over-quarter.
  • 10 funds opened new BlackRock Income Trust positions in Q3 2014 and 5 closed out, a net change of +5 holders.
  • The largest BlackRock Income Trust buyer in Q3 2014 was Karpus Investment Management, an estimated $4.63M added.
  • The largest BlackRock Income Trust seller in Q3 2014 was Morgan Stanley, an estimated $1.33M sold.

Based on aggregated 13F filings for Q3 2014.