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BlackRock Income Trust
BKT

79 hedge funds and large institutions have $185M invested in BlackRock Income Trust in 2020 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

5% more funds holding

Funds holding: 75 → 79 (+4)

5% more capital invested

Capital invested by funds: $175M → $185M (+$9.23M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.27% less ownership

Funds ownership: 15.9% → 15.62% (-0.27%)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

Holders
79
Holders Change
+4
Holders Change %
+5.33%
% of All Funds
1.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
18
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.97M
2
MGAM
McGowan Group Asset Management
Texas
+$2.79M
3
HC
HNP Capital
New York
+$1.98M
4
Morgan Stanley
Morgan Stanley
New York
+$915K
5
Lido Advisors
Lido Advisors
California
+$886K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$3.21M
2
KIM
Karpus Investment Management
New York
-$2.58M
3
Bank of America
Bank of America
North Carolina
-$2.54M
4
1CP
1607 Capital Partners
Virginia
-$2.47M
5
Wells Fargo
Wells Fargo
California
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$111K -$1.04K -57 -0.9%
PSUF
52
People's United Financial
Connecticut
$108K – – –
FFA
53
First Foundation Advisors
California
$100K -$182K -9,946 -65%
CHAM
54
Clear Harbor Asset Management
Connecticut
$97K -$4.57K -250 -5%
Jane Street
55
Jane Street
New York
$91K -$6.54K -358 -7%
KA
56
Kovack Advisors
Florida
$84K – – –
CP
57
Cumberland Partners
Ontario, Canada
$83K -$74.4K -4,070 -48%
EIP
58
Ellis Investment Partners
Pennsylvania
$79K – – –
VF
59
Virtu Financial
New York
$79K +$78K +4,271 New
CCG
60
Cypress Capital Group
Florida
$74K +$73.1K +4,000 New
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$72K +$6.72K +368 +10%
WA
62
WealthTrust Axiom
Pennsylvania
$64K – – –
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$64K +$63.2K +3,460 New
TNB
64
Thomasville National Bank
Georgia
$62K +$61.4K +3,362 New
SPIA
65
Steward Partners Investment Advisory
New York
$35K – – –
MCA
66
Mercer Capital Advisers
New Jersey
$34K – – –
WB
67
Webster Bank
Connecticut
$18K – – –
PAG
68
Private Advisor Group
New Jersey
$18K +$17.4K +953 New
RIM
69
Rockbridge Investment Management
New York
$14K +$14K +767 New
GWM
70
Geneos Wealth Management
Colorado
$13K – – –
CFD
71
Creative Financial Designs
Indiana
$12K +$12.2K +667 New
Citigroup
72
Citigroup
New York
$9K -$2.16K -118 -20%
CFA
73
Carroll Financial Associates
North Carolina
$7K – – –
APA
74
American Portfolios Advisors
New York
$6.17K -$914 -50 -13%
CAL
75
Capital Advisors Ltd
Ohio
$6K – – –
1 2
3
4

BKT Hedge Fund Activity: Q2 2020 in Review

79 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q2 2020, worth a combined $185M — up 5.3% from $175M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new BKT positions and 11 closed out — a net gain of 4 holders — while 18 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $3.97M. The largest seller was Sit Investment Associates, cutting an estimated $3.21M.

  • 79 institutional investors held BlackRock Income Trust (BKT) as of Q2 2020, up from 75 in Q1 2020.
  • Funds reported $185M of BlackRock Income Trust stock for Q2 2020, up 5.3% quarter-over-quarter.
  • 15 funds opened new BlackRock Income Trust positions in Q2 2020 and 11 closed out, a net change of +4 holders.
  • The largest BlackRock Income Trust buyer in Q2 2020 was BlackRock, an estimated $3.97M added.
  • The largest BlackRock Income Trust seller in Q2 2020 was Sit Investment Associates, an estimated $3.21M sold.

Based on aggregated 13F filings for Q2 2020.