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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
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$6K – – –
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
CCM
78
Covington Capital Management
California
$1K – – –
NSIM
79
North Star Investment Management
Illinois
$1K – – –
1CP
80
1607 Capital Partners
Virginia
– -$2.47M -142,715 Closed
CS
81
Credit Suisse
Switzerland
– -$1.01M -58,645 Closed
CAM
82
Cresset Asset Management
Illinois
– -$795K -46,000 Closed
FM
83
Family Management
New York
– -$682K -39,480 Closed
TJHA
84
Thomas J. Herzfeld Advisors
Florida
– -$508K -29,425 Closed
TRCT
85
Tower Research Capital (TRC)
New York
– -$88K -5,080 Closed
OC
86
Oppenheimer & Co
New York
– -$79K -4,610 Closed
MWPCG
87
Measured Wealth Private Client Group
New Hampshire
– -$64K -3,686 Closed
MAFM
88
Mid Atlantic Financial Management
Pennsylvania
– -$63K -3,633 Closed
BI
89
Bramshill Investments
Florida
– -$58K -3,333 Closed
FIA
90
FNY Investment Advisers
New York
– -$56K -3,289 Closed
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.