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BlackRock Income Trust
BKT

70 hedge funds and large institutions have $201M invested in BlackRock Income Trust in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.45% less ownership

Funds ownership: 17.76% → 17.31% (-0.45%)

2% less capital invested

Capital invested by funds: $206M → $201M (-$4.15M)

1% less funds holding

Funds holding: 71 → 70 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
21
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$2.56M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.59M
3
Invesco
Invesco
Georgia
+$717K
4
HC
HNP Capital
New York
+$680K
5
VRM
Vectors Research Management
New York
+$679K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$8.29M
2
IA
Icon Advisers
Colorado
-$3.63M
3
1CP
1607 Capital Partners
Virginia
-$741K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$485K
5
OC
Oppenheimer & Co
New York
-$292K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAFM
51
Mid Atlantic Financial Management
Pennsylvania
$73K +$72.5K +4,000 New
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$70K – – –
IFWM
53
Institute for Wealth Management
Colorado
$68K – – –
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$67K -$65.8K -3,628 -50%
WA
55
WealthTrust Axiom
Pennsylvania
$63K – – –
Millennium Management
56
Millennium Management
New York
$62K -$98K -5,403 -61%
BI
57
Bramshill Investments
Florida
$61K – – –
SPIA
58
Steward Partners Investment Advisory
New York
$34K – – –
MCA
59
Mercer Capital Advisers
New Jersey
$33K – – –
WB
60
Webster Bank
Connecticut
$18K +$18.1K +997 New
MFT
61
Moisand Fitzgerald Tamayo
Florida
$15K – – –
GWM
62
Geneos Wealth Management
Colorado
$13K – – –
CFA
63
Carroll Financial Associates
North Carolina
$7K – – –
APA
64
American Portfolios Advisors
New York
$6.99K – – –
CAL
65
Capital Advisors Ltd
Ohio
$6K -$9.01K -497 -62%
Citigroup
66
Citigroup
New York
$3K -$2.65K -146 -43%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
CCM
68
Covington Capital Management
California
$1K – – –
NSIM
69
North Star Investment Management
Illinois
$1K +$1.22K +67 New
IA
70
Icon Advisers
Colorado
– -$3.63M -199,698 Closed
TRCT
71
Tower Research Capital (TRC)
New York
– -$116K -6,403 Closed
Jane Street
72
Jane Street
New York
– -$96K -5,289 Closed
BRWA
73
B. Riley Wealth Advisors
Florida
– -$86K -4,824 Closed
VF
74
Virtu Financial
New York
– -$82K -4,497 Closed
US Bancorp
75
US Bancorp
Minnesota
– -$5K -251 Closed
1 2
3
4

BKT Hedge Fund Activity: Q3 2019 in Review

70 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q3 2019, worth a combined $201M — down 2% from $206M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BKT and 6 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 21 added.

The largest buyer was Stifel Financial, adding an estimated $2.56M. The largest seller was Wells Fargo, cutting an estimated $8.29M.

  • 70 institutional investors held BlackRock Income Trust (BKT) as of Q3 2019, down from 71 in Q2 2019.
  • Funds reported $201M of BlackRock Income Trust stock for Q3 2019, down 2% quarter-over-quarter.
  • 6 funds opened new BlackRock Income Trust positions in Q3 2019 and 7 closed out, a net change of -1 holder.
  • The largest BlackRock Income Trust buyer in Q3 2019 was Stifel Financial, an estimated $2.56M added.
  • The largest BlackRock Income Trust seller in Q3 2019 was Wells Fargo, an estimated $8.29M sold.

Based on aggregated 13F filings for Q3 2019.