BlackRock Income Trust
BKT
57 hedge funds and large institutions have $190M invested in BlackRock Income Trust in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
8% more capital invested
Capital invested by funds: $177M → $190M (+$13.3M)
1.33% more ownership
Funds ownership: 13.98% → 15.31% (+1.3%)
0% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 16
8% less funds holding
Funds holding: 62 → 57 (-5)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$9.6M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.91M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.64M |
| 4 |
WA
WFG Advisors
Dallas,
Texas
|
+$1.19M |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.59M |
| 2 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$745K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$554K |
| 4 |
Morgan Stanley
New York
|
-$249K |
| 5 |
SCM
Saba Capital Management
New York
|
-$146K |
BKT Hedge Fund Activity: Q2 2015 in Review
57 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q2 2015, worth a combined $190M — up 7.5% from $177M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of BKT and 5 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 16 added.
The largest buyer was Wells Fargo, adding an estimated $9.6M. The largest seller was UBS Group, cutting an estimated $1.59M.
- 57 institutional investors held BlackRock Income Trust (BKT) as of Q2 2015, down from 62 in Q1 2015.
- Funds reported $190M of BlackRock Income Trust stock for Q2 2015, up 7.5% quarter-over-quarter.
- 5 funds opened new BlackRock Income Trust positions in Q2 2015 and 9 closed out, a net change of -4 holders.
- The largest BlackRock Income Trust buyer in Q2 2015 was Wells Fargo, an estimated $9.6M added.
- The largest BlackRock Income Trust seller in Q2 2015 was UBS Group, an estimated $1.59M sold.
Based on aggregated 13F filings for Q2 2015.