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BlackRock Income Trust
BKT

62 hedge funds and large institutions have $177M invested in BlackRock Income Trust in 2015 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

7% more capital invested

Capital invested by funds: $165M → $177M (+$11.1M)

0.9% more ownership

Funds ownership: 13.08% → 13.98% (+0.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 64 → 62 (-2)

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
21
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$6.48M
2
Bessemer Group
Bessemer Group
New Jersey
+$4.67M
3
RVP
Relative Value Partners
Illinois
+$1.07M
4
Wells Fargo
Wells Fargo
California
+$1.02M
5
SIA
Sit Investment Associates
Minnesota
+$953K

Top Sellers

Rank Fund Capital Flow
1
SCM
Saba Capital Management
New York
-$1.71M
2
HighTower Advisors
HighTower Advisors
Illinois
-$559K
3
DA
Doliver Advisors
Texas
-$486K
4
VKH
Virtu KCG Holdings
New York
-$389K
5
SG Americas Securities
SG Americas Securities
New York
-$381K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
51
American International Group
New York
$18K +$10.9K +565 +154%
Creative Planning
52
Creative Planning
Kansas
$17K +$13.5K +700 +419%
US Bancorp
53
US Bancorp
Minnesota
$16K – – –
CAL
54
Capital Advisors Ltd
Ohio
$15K – – –
WA
55
Waverly Advisors
Alabama
$14K – – –
BAM
56
Bruderman Asset Management
New York
$13K +$12.9K +667 New
Deutsche Bank
57
Deutsche Bank
Germany
$12K +$6.45K +334 +100%
SAM
58
Shamrock Asset Management
Texas
$8K – – –
QAM
59
QCI Asset Management
New York
$6K – – –
MA
60
MUFG Americas
New York
$6K +$2.01K +104 +56%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$3K – – –
MFS
62
MSI Financial Services
Massachusetts
$3K +$2.78K +144 New
DA
63
Doliver Advisors
Texas
– -$486K -25,354 Closed
VKH
64
Virtu KCG Holdings
New York
– -$389K -20,271 Closed
SG Americas Securities
65
SG Americas Securities
New York
– -$381K -19,850 Closed
Goldman Sachs
66
Goldman Sachs
New York
– -$179K -9,322 Closed
Mariner
67
Mariner
Kansas
– -$129K -6,693 Closed
CHC
68
City Holding Co
West Virginia
– -$17K -900 Closed
RC
69
RegentAtlantic Capital
New Jersey
– -$1.28K -67 Closed
MAA
70
Managed Account Advisors
New Jersey
– +$19 +1 New
1 2
3

BKT Hedge Fund Activity: Q1 2015 in Review

62 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q1 2015, worth a combined $177M — up 6.7% from $165M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BKT positions and 7 closed out — a net gain of 1 holder — while 21 added to existing stakes and 14 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $6.48M. The largest seller was Saba Capital Management, cutting an estimated $1.71M.

  • 62 institutional investors held BlackRock Income Trust (BKT) as of Q1 2015, down from 64 in Q4 2014.
  • Funds reported $177M of BlackRock Income Trust stock for Q1 2015, up 6.7% quarter-over-quarter.
  • 8 funds opened new BlackRock Income Trust positions in Q1 2015 and 7 closed out, a net change of +1 holder.
  • The largest BlackRock Income Trust buyer in Q1 2015 was Karpus Investment Management, an estimated $6.48M added.
  • The largest BlackRock Income Trust seller in Q1 2015 was Saba Capital Management, an estimated $1.71M sold.

Based on aggregated 13F filings for Q1 2015.