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BlackRock Income Trust

68 hedge funds and large institutions have $206M invested in BlackRock Income Trust in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2% more capital invested

Capital invested by funds: $202M → $206M (+$3.83M)

0.36% more ownership

Funds ownership: 18.17%18.52% (+0.36%)

0% more funds holding

Funds holding: 6868 (0)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
68
Holders Change
Holders Change %
0%
% of All Funds
1.55%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
19
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$61K +$25.1K +1,452 +68%
WA
52
WealthTrust Axiom
Pennsylvania
$60K
Walleye Capital
53
Walleye Capital
New York
$60K +$60.6K +3,503 New
GT
54
Glenview Trust
Kentucky
$57K
MCA
55
Mercer Capital Advisers
New Jersey
$31K +$31.7K +1,833 New
SWP
56
Stratos Wealth Partners
Ohio
$21K +$21.3K +1,229 New
US Bancorp
57
US Bancorp
Minnesota
$18K
AG
58
Advisor Group
Arizona
$17K
CAL
59
Capital Advisors Ltd
Ohio
$14K
MFT
60
Moisand Fitzgerald Tamayo
Florida
$14K
GWM
61
Geneos Wealth Management
Colorado
$12K -$10.1K -583 -45%
IA
62
IFP Advisors
Florida
$11K -$2.25K -130 -16%
CFA
63
Carroll Financial Associates
North Carolina
$7K
SPIA
64
Steward Partners Investment Advisory
New York
$7K
APA
65
American Portfolios Advisors
New York
$6.57K
MSA
66
Marino Stram & Associates
Massachusetts
$5K +$87 +5 +2%
SWM
67
SeaCrest Wealth Management
New York
$4K
NSIM
68
North Star Investment Management
Illinois
$1K
DA
69
Doliver Advisors
Texas
-$307K -17,539 Closed
BS
70
Boenning & Scattergood
Pennsylvania
-$63K -3,620 Closed
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
-$27K -1,555 Closed
TRCT
72
Tower Research Capital (TRC)
New York
-$26K -1,481 Closed
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
-$21K -1,221 Closed
SEI Investments
74
SEI Investments
Pennsylvania
-$16K -935 Closed
CF
75
Centaurus Financial
California
-$9K -500 Closed

BKT Hedge Fund Activity: Q3 2018 in Review

68 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q3 2018, worth a combined $206M — up 1.9% from $202M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BKT positions and 8 closed out — a net gain of 1 holder — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.18M. The largest seller was Bank of America, cutting an estimated $1.31M.

  • 68 institutional investors held BlackRock Income Trust (BKT) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $206M of BlackRock Income Trust stock for Q3 2018, up 1.9% quarter-over-quarter.
  • 9 funds opened new BlackRock Income Trust positions in Q3 2018 and 8 closed out, a net change of +1 holder.
  • The largest BlackRock Income Trust buyer in Q3 2018 was Karpus Investment Management, an estimated $2.18M added.
  • The largest BlackRock Income Trust seller in Q3 2018 was Bank of America, an estimated $1.31M sold.

Based on aggregated 13F filings for Q3 2018.