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BlackRock Income Trust
BKT

57 hedge funds and large institutions have $190M invested in BlackRock Income Trust in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

8% more capital invested

Capital invested by funds: $177M → $190M (+$13.3M)

1.33% more ownership

Funds ownership: 13.98% → 15.31% (+1.3%)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

8% less funds holding

Funds holding: 62 → 57 (-5)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
57
Holders Change
-5
Holders Change %
-8.06%
% of All Funds
1.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
5
Increased
16
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$9.6M
2
KIM
Karpus Investment Management
New York
+$2.91M
3
SIA
Sit Investment Associates
Minnesota
+$2.64M
4
WA
WFG Advisors
Texas
+$1.19M
5
1CP
1607 Capital Partners
Virginia
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.59M
2
PP
Paloma Partners
Connecticut
-$745K
3
HighTower Advisors
HighTower Advisors
Illinois
-$554K
4
Morgan Stanley
Morgan Stanley
New York
-$249K
5
SCM
Saba Capital Management
New York
-$146K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
51
Waverly Advisors
Alabama
$14K – – –
BAM
52
Bruderman Asset Management
New York
$13K – – –
SAM
53
Shamrock Asset Management
Texas
$8K – – –
Deutsche Bank
54
Deutsche Bank
Germany
$6K -$6.43K -334 -50%
QAM
55
QCI Asset Management
New York
$6K – – –
BFEC
56
Benjamin F. Edwards & Company
Missouri
$3K – – –
MFS
57
MSI Financial Services
Massachusetts
$3K +$39 +2 +1%
SEI Investments
58
SEI Investments
Pennsylvania
$1K +$1.02K +53 New
PP
59
Paloma Partners
Connecticut
– -$745K -38,667 Closed
HighTower Advisors
60
HighTower Advisors
Illinois
– -$554K -28,753 Closed
SCM
61
Saba Capital Management
New York
– -$146K -7,564 Closed
SC
62
Searle & Co
Connecticut
– -$72K -3,785 Closed
Barclays
63
Barclays
United Kingdom
– -$59K -3,248 Closed
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
– -$27K -1,422 Closed
Creative Planning
65
Creative Planning
Kansas
– -$17K -867 Closed
MA
66
MUFG Americas
New York
– -$6K -290 Closed
1 2
3

BKT Hedge Fund Activity: Q2 2015 in Review

57 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q2 2015, worth a combined $190M — up 7.5% from $177M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BKT and 5 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 16 added.

The largest buyer was Wells Fargo, adding an estimated $9.6M. The largest seller was UBS Group, cutting an estimated $1.59M.

  • 57 institutional investors held BlackRock Income Trust (BKT) as of Q2 2015, down from 62 in Q1 2015.
  • Funds reported $190M of BlackRock Income Trust stock for Q2 2015, up 7.5% quarter-over-quarter.
  • 5 funds opened new BlackRock Income Trust positions in Q2 2015 and 9 closed out, a net change of -4 holders.
  • The largest BlackRock Income Trust buyer in Q2 2015 was Wells Fargo, an estimated $9.6M added.
  • The largest BlackRock Income Trust seller in Q2 2015 was UBS Group, an estimated $1.59M sold.

Based on aggregated 13F filings for Q2 2015.