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BlackRock Income Trust
BKT

76 hedge funds and large institutions have $191M invested in BlackRock Income Trust in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

93% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 14

9% more funds holding

Funds holding: 70 → 76 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.83% less ownership

Funds ownership: 17.31% → 16.48% (-0.83%)

5% less capital invested

Capital invested by funds: $201M → $191M (-$10.6M)

Holders
76
Holders Change
+6
Holders Change %
+8.57%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
27
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$5.47M
2
FM
Family Management
New York
+$2.39M
3
ACP
Aviance Capital Partners
Florida
+$974K
4
Stifel Financial
Stifel Financial
Missouri
+$940K
5
Bank of America
Bank of America
North Carolina
+$829K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$11.7M
2
1CP
1607 Capital Partners
Virginia
-$9.99M
3
KIM
Karpus Investment Management
New York
-$1.99M
4
PPA
Parametric Portfolio Associates
Washington
-$442K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$222K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
51
Oppenheimer & Co
New York
$117K -$24.3K -1,333 -17%
Creative Planning
52
Creative Planning
Kansas
$109K +$109K +5,985 New
GT
53
Glenview Trust
Kentucky
$107K – – –
PSUF
54
People's United Financial
Connecticut
$106K – – –
MAFM
55
Mid Atlantic Financial Management
Pennsylvania
$101K +$28.5K +1,567 +39%
FFA
56
First Foundation Advisors
California
$98K +$98.4K +5,410 New
APW
57
Aurora Private Wealth
New Jersey
$97K +$97K +5,333 New
CP
58
Cumberland Partners
Ontario, Canada
$94K +$94.3K +5,183 New
JWM
59
Jupiter Wealth Management
Colorado
$79K – – –
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$76K +$6.06K +333 +9%
MWPCG
61
Measured Wealth Private Client Group
New Hampshire
$67K -$116K -6,373 -63%
Millennium Management
62
Millennium Management
New York
$67K +$4.08K +224 +7%
WA
63
WealthTrust Axiom
Pennsylvania
$63K – – –
BI
64
Bramshill Investments
Florida
$61K – – –
MCA
65
Mercer Capital Advisers
New Jersey
$33K – – –
SPIA
66
Steward Partners Investment Advisory
New York
$33K – – –
WB
67
Webster Bank
Connecticut
$18K – – –
MFT
68
Moisand Fitzgerald Tamayo
Florida
$15K – – –
Citigroup
69
Citigroup
New York
$14K +$10.8K +594 +309%
GWM
70
Geneos Wealth Management
Colorado
$13K – – –
CFA
71
Carroll Financial Associates
North Carolina
$7K – – –
APA
72
American Portfolios Advisors
New York
$6.95K – – –
CAL
73
Capital Advisors Ltd
Ohio
$6K – – –
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
CCM
75
Covington Capital Management
California
$1K – – –
1 2
3
4

BKT Hedge Fund Activity: Q4 2019 in Review

76 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q4 2019, worth a combined $191M — down 5.3% from $201M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BKT positions and 4 closed out — a net gain of 6 holders — while 27 added to existing stakes and 14 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $5.47M. The largest seller was Wells Fargo, cutting an estimated $11.7M.

  • 76 institutional investors held BlackRock Income Trust (BKT) as of Q4 2019, up from 70 in Q3 2019.
  • Funds reported $191M of BlackRock Income Trust stock for Q4 2019, down 5.3% quarter-over-quarter.
  • 10 funds opened new BlackRock Income Trust positions in Q4 2019 and 4 closed out, a net change of +6 holders.
  • The largest BlackRock Income Trust buyer in Q4 2019 was Sit Investment Associates, an estimated $5.47M added.
  • The largest BlackRock Income Trust seller in Q4 2019 was Wells Fargo, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2019.