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BlackRock Income Trust
BKT

61 hedge funds and large institutions have $206M invested in BlackRock Income Trust in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.46% more ownership

Funds ownership: 16.48% → 16.93% (+0.46%)

0% more capital invested

Capital invested by funds: $205M → $206M (+$676K)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

9% less funds holding

Funds holding: 67 → 61 (-6)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
61
Holders Change
-6
Holders Change %
-8.96%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
4
Increased
20
Reduced
20
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$6.84M
2
RVPG
Relative Value Partners Group
+$852K
3
UR
USCA RIA
Texas
+$764K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$448K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$352K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$1.31M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$917K
3
IA
Icon Advisers
Colorado
-$754K
4
1CP
1607 Capital Partners
Virginia
-$577K
5
CAS
Cue Advisory Services
Arizona
-$201K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
51
Advisor Group
Arizona
$20K – – –
US Bancorp
52
US Bancorp
Minnesota
$20K – – –
CAL
53
Capital Advisors Ltd
Ohio
$15K – – –
NSIM
54
North Star Investment Management
Illinois
$14K +$12.6K +666 +994%
BAM
55
Bruderman Asset Management
New York
$13K – – –
QAM
56
QCI Asset Management
New York
$6K – – –
PCM
57
Penserra Capital Management
California
$6K +$720 +38 +12%
MFS
58
MSI Financial Services
Massachusetts
$4K -$33.4K -1,764 -90%
SEI Investments
59
SEI Investments
Pennsylvania
$4K – – –
BFEC
60
Benjamin F. Edwards & Company
Missouri
$3K – – –
NFG
61
Next Financial Group
Texas
$1K – – –
SPC
62
Sigma Planning Corp
Michigan
– -$125K -6,453 Closed
ACP
63
Aviance Capital Partners
Florida
– -$77K -3,980 Closed
JIR
64
James Investment Research
Ohio
– -$48K -2,474 Closed
CFA
65
Carroll Financial Associates
North Carolina
– -$19K -1,000 Closed
AA
66
Advisory Alpha
Michigan
– -$13K -663 Closed
TRCT
67
Tower Research Capital (TRC)
New York
– -$13K -653 Closed
SAM
68
Shamrock Asset Management
Texas
– -$8K -400 Closed
AF
69
Allworth Financial
California
– -$4K -185 Closed
CHP
70
Cable Hill Partners
Oregon
– -$1K -37 Closed
1 2
3

BKT Hedge Fund Activity: Q4 2016 in Review

61 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q4 2016, worth a combined $206M — up 0.33% from $205M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BKT and 4 opened new positions — a net loss of 5 holders — while 20 trimmed existing stakes and 20 added.

The largest buyer was Wells Fargo, adding an estimated $6.84M. The largest seller was Sit Investment Associates, cutting an estimated $1.31M.

  • 61 institutional investors held BlackRock Income Trust (BKT) as of Q4 2016, down from 67 in Q3 2016.
  • Funds reported $206M of BlackRock Income Trust stock for Q4 2016, up 0.33% quarter-over-quarter.
  • 4 funds opened new BlackRock Income Trust positions in Q4 2016 and 9 closed out, a net change of -5 holders.
  • The largest BlackRock Income Trust buyer in Q4 2016 was Wells Fargo, an estimated $6.84M added.
  • The largest BlackRock Income Trust seller in Q4 2016 was Sit Investment Associates, an estimated $1.31M sold.

Based on aggregated 13F filings for Q4 2016.