We are live on ! Find out more
BKT icon

BlackRock Income Trust
BKT

62 hedge funds and large institutions have $109M invested in BlackRock Income Trust in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

13% more capital invested

Capital invested by funds: $96.6M → $109M (+$12.6M)

13% more funds holding

Funds holding: 55 → 62 (+7)

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

2.21% more ownership

Funds ownership: 39.89% → 42.09% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
20
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.1M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$1.05M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$876K
4
SIA
Sit Investment Associates
Minnesota
+$721K
5
GC
Guggenheim Capital
Illinois
+$376K

Top Sellers

Rank Fund Capital Flow
1
CPRC
Consolidated Portfolio Review Corp
New York
-$1.87M
2
GA
GraniteShares Advisors
New York
-$1.32M
3
Ameriprise
Ameriprise
Minnesota
-$814K
4
ACP
Aviance Capital Partners
Florida
-$715K
5
RIG
Ramiah Investment Group
Wisconsin
-$443K
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$81.5K +$10.2K +896 +15%
IA
52
IFP Advisors
Florida
$27.4K +$583 +51 +2%
WB
53
Webster Bank
Connecticut
$12.1K – – –
GWSG
54
GPS Wealth Strategies Group
Colorado
$9.33K – – –
GRP
55
Global Retirement Partners
California
$8.13K – – –
HCM
56
Highlander Capital Management
New Jersey
$8.11K – – –
OLVIG
57
Oliver Lagore Vanvalin Investment Group
Michigan
$8.11K – – –
CFD
58
Creative Financial Designs
Indiana
$7.82K – – –
HI
59
Harbour Investments
Wisconsin
$6.09K – – –
TRCT
60
Tower Research Capital (TRC)
New York
$5.2K +$4.88K +427 New
RIM
61
Rockbridge Investment Management
New York
$4.65K +$4.36K +382 New
NSIM
62
North Star Investment Management
Illinois
$804 – – –
CPRC
63
Consolidated Portfolio Review Corp
New York
– -$1.87M -164,144 Closed
GA
64
GraniteShares Advisors
New York
– -$1.32M -116,070 Closed
RIG
65
Ramiah Investment Group
Wisconsin
– -$443K -38,916 Closed
Cerity Partners
66
Cerity Partners
New York
– -$317K -27,836 Closed
PCP
67
Proficio Capital Partners
Massachusetts
– -$314K -27,566 Closed
EC
68
Elequin Capital
New York
– -$7.65K -672 Closed
Bessemer Group
69
Bessemer Group
New Jersey
– -$5K -400 Closed
1 2
3

BKT Hedge Fund Activity: Q4 2023 in Review

62 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q4 2023, worth a combined $109M — up 13% from $96.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BKT positions and 7 closed out — a net gain of 7 holders — while 20 added to existing stakes and 18 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.1M. The largest seller was Consolidated Portfolio Review Corp, exiting entirely with an estimated $1.87M sold.

  • 62 institutional investors held BlackRock Income Trust (BKT) as of Q4 2023, up from 55 in Q3 2023.
  • Funds reported $109M of BlackRock Income Trust stock for Q4 2023, up 13% quarter-over-quarter.
  • 14 funds opened new BlackRock Income Trust positions in Q4 2023 and 7 closed out, a net change of +7 holders.
  • The largest BlackRock Income Trust buyer in Q4 2023 was Morgan Stanley, an estimated $5.1M added.
  • The largest BlackRock Income Trust seller in Q4 2023 was Consolidated Portfolio Review Corp, an estimated $1.87M sold.

Based on aggregated 13F filings for Q4 2023.