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BlackRock Income Trust
BKT

75 hedge funds and large institutions have $175M invested in BlackRock Income Trust in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.59% less ownership

Funds ownership: 16.48% → 15.9% (-0.59%)

1% less funds holding

Funds holding: 76 → 75 (-1)

8% less capital invested

Capital invested by funds: $191M → $175M (-$15.6M)

43% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 28

Holders
75
Holders Change
-1
Holders Change %
-1.32%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
16
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWA
IBEX Wealth Advisors
New Jersey
+$4.24M
2
Stifel Financial
Stifel Financial
Missouri
+$3.38M
3
Bank of America
Bank of America
North Carolina
+$2.14M
4
1CP
1607 Capital Partners
Virginia
+$2.08M
5
CS
Credit Suisse
Switzerland
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$11.7M
2
HC
HNP Capital
New York
-$1.83M
3
FM
Family Management
New York
-$1.66M
4
SIA
Sit Investment Associates
Minnesota
-$1.3M
5
OA
Oxbow Advisors
Texas
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
PSUF
51
People's United Financial
Connecticut
$101K – – –
CHAM
52
Clear Harbor Asset Management
Connecticut
$95K -$43K -2,384 -30%
Jane Street
53
Jane Street
New York
$91K +$95.4K +5,291 New
TRCT
54
Tower Research Capital (TRC)
New York
$88K +$91.6K +5,080 New
OC
55
Oppenheimer & Co
New York
$79K -$33.1K -1,833 -28%
KA
56
Kovack Advisors
Florida
$78K +$81.4K +4,513 New
EIP
57
Ellis Investment Partners
Pennsylvania
$74K +$76.9K +4,263 New
MWPCG
58
Measured Wealth Private Client Group
New Hampshire
$64K – – –
MAFM
59
Mid Atlantic Financial Management
Pennsylvania
$63K -$34.9K -1,934 -35%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$61K -$12K -666 -16%
WA
61
WealthTrust Axiom
Pennsylvania
$60K – – –
BI
62
Bramshill Investments
Florida
$58K – – –
FIA
63
FNY Investment Advisers
New York
$56K -$66.3K -3,678 -53%
MCA
64
Mercer Capital Advisers
New Jersey
$32K – – –
SPIA
65
Steward Partners Investment Advisory
New York
$32K – – –
WB
66
Webster Bank
Connecticut
$17K – – –
GWM
67
Geneos Wealth Management
Colorado
$12K – – –
Citigroup
68
Citigroup
New York
$10K -$3.28K -182 -23%
CFA
69
Carroll Financial Associates
North Carolina
$7K – – –
APA
70
American Portfolios Advisors
New York
$6.62K – – –
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$6K +$6.01K +333 New
CAL
72
Capital Advisors Ltd
Ohio
$5K – – –
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
CCM
74
Covington Capital Management
California
$1K – – –
NSIM
75
North Star Investment Management
Illinois
$1K – – –
1 2
3
4

BKT Hedge Fund Activity: Q1 2020 in Review

75 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q1 2020, worth a combined $175M — down 8.2% from $191M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BKT positions and 8 closed out — a net gain of 3 holders — while 16 added to existing stakes and 28 trimmed.

The largest buyer was IBEX Wealth Advisors, opening a new position worth an estimated $4.24M. The largest seller was Karpus Investment Management, cutting an estimated $11.7M.

  • 75 institutional investors held BlackRock Income Trust (BKT) as of Q1 2020, down from 76 in Q4 2019.
  • Funds reported $175M of BlackRock Income Trust stock for Q1 2020, down 8.2% quarter-over-quarter.
  • 11 funds opened new BlackRock Income Trust positions in Q1 2020 and 8 closed out, a net change of +3 holders.
  • The largest BlackRock Income Trust buyer in Q1 2020 was IBEX Wealth Advisors, an estimated $4.24M added.
  • The largest BlackRock Income Trust seller in Q1 2020 was Karpus Investment Management, an estimated $11.7M sold.

Based on aggregated 13F filings for Q1 2020.