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BlackRock Income Trust
BKT

61 hedge funds and large institutions have $206M invested in BlackRock Income Trust in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $194M → $206M (+$12.3M)

2% more funds holding

Funds holding: 60 → 61 (+1)

0.83% more ownership

Funds ownership: 16.04% → 16.87% (+0.83%)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
8
Increased
15
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$6.36M
2
KIM
Karpus Investment Management
New York
+$3.11M
3
SIA
Sit Investment Associates
Minnesota
+$2.23M
4
Wells Fargo
Wells Fargo
California
+$748K
5
PP
Paloma Partners
Connecticut
+$733K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$1.93M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$239K
3
Morgan Stanley
Morgan Stanley
New York
-$236K
4
GC
Guggenheim Capital
Illinois
-$188K
5
FAAS
First Allied Advisory Services
California
-$178K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
51
Shamrock Asset Management
Texas
$8K – – –
Deutsche Bank
52
Deutsche Bank
Germany
$6K – – –
QAM
53
QCI Asset Management
New York
$6K – – –
First Manhattan
54
First Manhattan
New York
$5K +$5.12K +268 New
PCM
55
Penserra Capital Management
California
$5K +$5.39K +282 New
BFEC
56
Benjamin F. Edwards & Company
Missouri
$3K – – –
TRCT
57
Tower Research Capital (TRC)
New York
$1K -$40.6K -2,124 -98%
SEI Investments
58
SEI Investments
Pennsylvania
$1K – – –
Creative Planning
59
Creative Planning
Kansas
$1K +$1.17K +61 New
NSIM
60
North Star Investment Management
Illinois
$1K +$1.28K +67 New
WP
61
WealthPLAN Partners
Nebraska
$80 +$79.8K +4,177 New
FAAS
62
First Allied Advisory Services
California
– -$178K -9,354 Closed
RCM
63
Rivernorth Capital Management
Florida
– -$139K -7,366 Closed
IT
64
Independence Trust
Tennessee
– -$117K -6,207 Closed
FIMG
65
Financial & Investment Management Group
Michigan
– -$106K -5,598 Closed
VKH
66
Virtu KCG Holdings
New York
– -$88K -4,661 Closed
WA
67
Waverly Advisors
Alabama
– -$14K -733 Closed
CCS
68
Crosspoint Capital Strategies
California
– -$13K -667 Closed
1 2
3

BKT Hedge Fund Activity: Q4 2015 in Review

61 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q4 2015, worth a combined $206M — up 6.3% from $194M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BKT positions and 7 closed out — a net gain of 1 holder — while 15 added to existing stakes and 18 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.36M. The largest seller was 1607 Capital Partners, cutting an estimated $1.93M.

  • 61 institutional investors held BlackRock Income Trust (BKT) as of Q4 2015, up from 60 in Q3 2015.
  • Funds reported $206M of BlackRock Income Trust stock for Q4 2015, up 6.3% quarter-over-quarter.
  • 8 funds opened new BlackRock Income Trust positions in Q4 2015 and 7 closed out, a net change of +1 holder.
  • The largest BlackRock Income Trust buyer in Q4 2015 was LPL Financial, an estimated $6.36M added.
  • The largest BlackRock Income Trust seller in Q4 2015 was 1607 Capital Partners, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2015.