BlackRock Income Trust
BKT
59 hedge funds and large institutions have $102M invested in BlackRock Income Trust in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 28 closing their positions.
27.49% more ownership
Funds ownership: 11.33% → 38.82% (+27%)
14% more capital invested
Capital invested by funds: $89.8M → $102M (+$12.4M)
20% less funds holding
Funds holding: 74 → 59 (-15)
33% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 24
43% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.37M |
| 2 |
VRM
Vectors Research Management
New York
|
+$3.92M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$2.83M |
| 4 |
RVPG
Relative Value Partners Group
|
+$2.64M |
| 5 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$1.23M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$1.18M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$868K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$591K |
| 5 |
Morgan Stanley
New York
|
-$305K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFS
76
Bradley Foster & Sargent
Hartford,
Connecticut
| – | -$53K | -4,278 | Closed |
|
|
ACM
77
Anfield Capital Management
Irvine,
California
| – | -$52K | -4,196 | Closed |
|
78
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$49K | -3,953 | Closed |
|
|
VF
79
Virtu Financial
New York
| – | -$45K | -3,644 | Closed |
|
|
WE
80
Wealth Effects
Boston,
Massachusetts
| – | -$43K | -3,500 | Closed |
|
|
AA
81
Ancora Advisors
Cleveland,
Ohio
| – | -$34K | -2,750 | Closed |
|
|
IA
82
IFP Advisors
Tampa,
Florida
| – | -$28K | -1,600 | Closed |
|
|
WB
83
Webster Bank
Waterbury,
Connecticut
| – | -$12K | -997 | Closed |
|
|
GWSG
84
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$10K | -767 | Closed |
|
|
MAM
85
Meeder Asset Management
Dublin,
Ohio
| – | -$4K | -351 | Closed |
|
|
SWM
86
Spire Wealth Management
Mclean,
Virginia
| – | -$2K | -167 | Closed |
|
87
JP Morgan Chase
New York
| – | +$74 | +6 | New |
|
BKT Hedge Fund Activity: Q4 2022 in Review
59 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q4 2022, worth a combined $102M — up 14% from $89.8M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of BKT and 16 opened new positions — a net loss of 12 holders — while 24 trimmed existing stakes and 16 added.
The largest buyer was Sit Investment Associates, adding an estimated $4.37M. The largest seller was Cresset Asset Management, exiting entirely with an estimated $1.23M sold.
- 59 institutional investors held BlackRock Income Trust (BKT) as of Q4 2022, down from 74 in Q3 2022.
- Funds reported $102M of BlackRock Income Trust stock for Q4 2022, up 14% quarter-over-quarter.
- 16 funds opened new BlackRock Income Trust positions in Q4 2022 and 28 closed out, a net change of -12 holders.
- The largest BlackRock Income Trust buyer in Q4 2022 was Sit Investment Associates, an estimated $4.37M added.
- The largest BlackRock Income Trust seller in Q4 2022 was Cresset Asset Management, an estimated $1.23M sold.
Based on aggregated 13F filings for Q4 2022.