We are live on ! Find out more
BKT icon

BlackRock Income Trust

61 hedge funds and large institutions have $206M invested in BlackRock Income Trust in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $194M → $206M (+$12.3M)

2% more funds holding

Funds holding: 6061 (+1)

0.83% more ownership

Funds ownership: 16.04%16.87% (+0.83%)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
8
Increased
15
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$59.6M +$3.11M +162,833 +6%
SIA
2
Sit Investment Associates
Minnesota
$36.1M +$2.23M +116,735 +7%
Wells Fargo
3
Wells Fargo
California
$35.5M +$748K +39,124 +2%
1CP
4
1607 Capital Partners
Virginia
$23.6M -$1.93M -101,040 -8%
LPL Financial
5
LPL Financial
California
$10.8M +$6.36M +332,794 +144%
PPA
6
Parametric Portfolio Associates
Washington
$5.3M -$15.9K -832 -0.3%
Bessemer Group
7
Bessemer Group
New Jersey
$5.26M
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.92M -$239K -12,522 -5%
Morgan Stanley
9
Morgan Stanley
New York
$4.26M -$236K -12,343 -5%
WA
10
WFG Advisors
Texas
$4.18M -$131K -6,831 -3%
Invesco
11
Invesco
Georgia
$3.47M +$72.5K +3,792 +2%
RVPG
12
Relative Value Partners Group
$2.94M -$89.1K -4,663 -3%
PP
13
Paloma Partners
Connecticut
$1.91M +$733K +38,338 +62%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.19M -$2.45K -128 -0.2%
GC
15
Guggenheim Capital
Illinois
$875K -$188K -9,834 -18%
CAS
16
Cue Advisory Services
Arizona
$697K -$57K -2,983 -8%
Bank of America
17
Bank of America
North Carolina
$651K +$159K +8,328 +32%
UBS Group
18
UBS Group
Switzerland
$578K +$2.27K +119 +0.4%
OC
19
Oppenheimer & Co
New York
$443K
LCM
20
Landscape Capital Management
New Jersey
$429K +$78.1K +4,085 +22%
CIA
21
Capital Investment Advisors
Georgia
$346K +$363 +19 +0.1%
FNT
22
First Nebraska Trust
Nebraska
$272K
GEM
23
Global Endowment Management
North Carolina
$264K
CHAM
24
Clear Harbor Asset Management
Connecticut
$251K
CAN
25
Cetera Advisor Networks
California
$199K -$11.5K -600 -5%

BKT Hedge Fund Activity: Q4 2015 in Review

61 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q4 2015, worth a combined $206M — up 6.3% from $194M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BKT positions and 7 closed out — a net gain of 1 holder — while 15 added to existing stakes and 18 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.36M. The largest seller was 1607 Capital Partners, cutting an estimated $1.93M.

  • 61 institutional investors held BlackRock Income Trust (BKT) as of Q4 2015, up from 60 in Q3 2015.
  • Funds reported $206M of BlackRock Income Trust stock for Q4 2015, up 6.3% quarter-over-quarter.
  • 8 funds opened new BlackRock Income Trust positions in Q4 2015 and 7 closed out, a net change of +1 holder.
  • The largest BlackRock Income Trust buyer in Q4 2015 was LPL Financial, an estimated $6.36M added.
  • The largest BlackRock Income Trust seller in Q4 2015 was 1607 Capital Partners, an estimated $1.93M sold.

Based on aggregated 13F filings for Q4 2015.