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BlackRock Income Trust
BKT

64 hedge funds and large institutions have $165M invested in BlackRock Income Trust in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

14% more capital invested

Capital invested by funds: $145M → $165M (+$20.1M)

8% more funds holding

Funds holding: 59 → 64 (+5)

1.57% more ownership

Funds ownership: 11.51% → 13.08% (+1.6%)

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
19
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$12.3M
2
Wells Fargo
Wells Fargo
California
+$3.03M
3
SIA
Sit Investment Associates
Minnesota
+$2.63M
4
1CP
1607 Capital Partners
Virginia
+$2.1M
5
FIMG
Financial & Investment Management Group
Michigan
+$966K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$2.31M
2
WA
WFG Advisors
Texas
-$798K
3
GC
Guggenheim Capital
Illinois
-$756K
4
CAN
Cetera Advisor Networks
California
-$420K
5
SFS
Shaker Financial Services
Virginia
-$257K
Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
51
City Holding Co
West Virginia
$17K – – –
US Bancorp
52
US Bancorp
Minnesota
$16K – – –
CAL
53
Capital Advisors Ltd
Ohio
$15K – – –
WA
54
Waverly Advisors
Alabama
$14K – – –
GGPS
55
Gary Goldberg Planning Services
New York
$13K – – –
NES
56
New England Securities
New York
$10K +$96 +5 +1%
SAM
57
Shamrock Asset Management
Texas
$8K – – –
AIG
58
American International Group
New York
$7.06K -$2.01K -105 -22%
Deutsche Bank
59
Deutsche Bank
Germany
$6K – – –
QAM
60
QCI Asset Management
New York
$6K – – –
TRCT
61
Tower Research Capital (TRC)
New York
$6K +$6.38K +333 New
MA
62
MUFG Americas
New York
$4K -$920 -48 -21%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$3K – – –
Creative Planning
64
Creative Planning
Kansas
$3K +$3.2K +167 New
RC
65
RegentAtlantic Capital
New Jersey
$1.28K +$1.28K +67 New
SFS
66
Shaker Financial Services
Virginia
– -$257K -13,478 Closed
AIM
67
Allen Investment Management
New York
– -$135K -7,067 Closed
OA
68
Oxbow Advisors
Texas
– -$98K -5,149 Closed
TC
69
TFS Capital
Pennsylvania
– -$93K -4,887 Closed
NL
70
NWAM LLC
Washington
– -$75K -3,926 Closed
FA
71
Financial Advantage
Maryland
– -$6K -312 Closed
1 2
3

BKT Hedge Fund Activity: Q4 2014 in Review

64 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q4 2014, worth a combined $165M — up 14% from $145M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BKT positions and 6 closed out — a net gain of 7 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $12.3M. The largest seller was Saba Capital Management, cutting an estimated $2.31M.

  • 64 institutional investors held BlackRock Income Trust (BKT) as of Q4 2014, up from 59 in Q3 2014.
  • Funds reported $165M of BlackRock Income Trust stock for Q4 2014, up 14% quarter-over-quarter.
  • 13 funds opened new BlackRock Income Trust positions in Q4 2014 and 6 closed out, a net change of +7 holders.
  • The largest BlackRock Income Trust buyer in Q4 2014 was Karpus Investment Management, an estimated $12.3M added.
  • The largest BlackRock Income Trust seller in Q4 2014 was Saba Capital Management, an estimated $2.31M sold.

Based on aggregated 13F filings for Q4 2014.