BlackRock Income Trust
BKT
63 hedge funds and large institutions have $210M invested in BlackRock Income Trust in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
9% more funds holding
Funds holding: 58 → 63 (+5)
5% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 21
3% more capital invested
Capital invested by funds: $205M → $210M (+$5.64M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.02% less ownership
Funds ownership: 17.24% → 17.22% (-0.02%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.38M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.12M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.02M |
| 4 |
Morgan Stanley
New York
|
+$879K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$139K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.06M |
| 2 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
-$1.36M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$354K |
| 4 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$307K |
| 5 |
Citigroup
New York
|
-$191K |
BKT Hedge Fund Activity: Q2 2017 in Review
63 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q2 2017, worth a combined $210M — up 2.8% from $205M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BKT positions and 5 closed out — a net gain of 5 holders — while 22 added to existing stakes and 21 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.38M. The largest seller was LPL Financial, cutting an estimated $2.06M.
- 63 institutional investors held BlackRock Income Trust (BKT) as of Q2 2017, up from 58 in Q1 2017.
- Funds reported $210M of BlackRock Income Trust stock for Q2 2017, up 2.8% quarter-over-quarter.
- 10 funds opened new BlackRock Income Trust positions in Q2 2017 and 5 closed out, a net change of +5 holders.
- The largest BlackRock Income Trust buyer in Q2 2017 was Wells Fargo, an estimated $1.38M added.
- The largest BlackRock Income Trust seller in Q2 2017 was LPL Financial, an estimated $2.06M sold.
Based on aggregated 13F filings for Q2 2017.