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BlackRock Income Trust
BKT

62 hedge funds and large institutions have $220M invested in BlackRock Income Trust in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

7% more capital invested

Capital invested by funds: $206M → $220M (+$13.8M)

2% more funds holding

Funds holding: 61 → 62 (+1)

0.45% more ownership

Funds ownership: 16.87% → 17.33% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

Holders
62
Holders Change
+1
Holders Change %
+1.64%
% 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
10
Increased
16
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$10.5M
2
SIA
Sit Investment Associates
Minnesota
+$4.25M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$788K
4
Morgan Stanley
Morgan Stanley
New York
+$714K
5
Bank of America
Bank of America
North Carolina
+$703K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$5.05M
2
Wells Fargo
Wells Fargo
California
-$4.62M
3
LPL Financial
LPL Financial
California
-$1.3M
4
HighTower Advisors
HighTower Advisors
Illinois
-$650K
5
PPA
Parametric Portfolio Associates
Washington
-$371K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$31K – – –
GWM
52
Geneos Wealth Management
Colorado
$29K +$28.7K +1,467 New
US Bancorp
53
US Bancorp
Minnesota
$21K +$4.57K +234 +28%
AIG
54
American International Group
New York
$17K -$1.33K -68 -7%
CAL
55
Capital Advisors Ltd
Ohio
$16K – – –
BAM
56
Bruderman Asset Management
New York
$13K – – –
SAM
57
Shamrock Asset Management
Texas
$8K – – –
QAM
58
QCI Asset Management
New York
$7K – – –
BFEC
59
Benjamin F. Edwards & Company
Missouri
$3K – – –
NSIM
60
North Star Investment Management
Illinois
$1K – – –
SEI Investments
61
SEI Investments
Pennsylvania
$1K – – –
PCM
62
Penserra Capital Management
California
$2 -$2.81K -144 -51%
GEM
63
Global Endowment Management
North Carolina
– -$264K -13,774 Closed
NPIT
64
National Penn Investors Trust
Pennsylvania
– -$67K -3,487 Closed
IA
65
IFP Advisors
Florida
– -$17K -899 Closed
Deutsche Bank
66
Deutsche Bank
Germany
– -$6K -333 Closed
First Manhattan
67
First Manhattan
New York
– -$5K -268 Closed
Creative Planning
68
Creative Planning
Kansas
– -$1K -61 Closed
TRCT
69
Tower Research Capital (TRC)
New York
– -$1K -43 Closed
1 2
3

BKT Hedge Fund Activity: Q1 2016 in Review

62 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q1 2016, worth a combined $220M — up 6.7% from $206M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BKT positions and 7 closed out — a net gain of 3 holders — while 16 added to existing stakes and 20 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $10.5M. The largest seller was 1607 Capital Partners, cutting an estimated $5.05M.

  • 62 institutional investors held BlackRock Income Trust (BKT) as of Q1 2016, up from 61 in Q4 2015.
  • Funds reported $220M of BlackRock Income Trust stock for Q1 2016, up 6.7% quarter-over-quarter.
  • 10 funds opened new BlackRock Income Trust positions in Q1 2016 and 7 closed out, a net change of +3 holders.
  • The largest BlackRock Income Trust buyer in Q1 2016 was Karpus Investment Management, an estimated $10.5M added.
  • The largest BlackRock Income Trust seller in Q1 2016 was 1607 Capital Partners, an estimated $5.05M sold.

Based on aggregated 13F filings for Q1 2016.