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BlackRock Income Trust

68 hedge funds and large institutions have $202M invested in BlackRock Income Trust in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

5% more funds holding

Funds holding: 6568 (+3)

2% more capital invested

Capital invested by funds: $198M → $202M (+$4.77M)

0.61% more ownership

Funds ownership: 17.56%18.17% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
21
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$56.8M +$4.35M +251,132 +8%
Wells Fargo
2
Wells Fargo
California
$49.3M +$2.03M +117,076 +4%
SIA
3
Sit Investment Associates
Minnesota
$44.7M -$3.69M -212,869 -8%
1CP
4
1607 Capital Partners
Virginia
$9.43M -$411K -23,702 -4%
IA
5
Icon Advisers
Colorado
$7.66M +$1.92M +110,841 +34%
Morgan Stanley
6
Morgan Stanley
New York
$6.73M -$334K -19,281 -5%
Invesco
7
Invesco
Georgia
$4.15M +$263K +15,183 +7%
Bessemer Group
8
Bessemer Group
New Jersey
$3M
Bank of America
9
Bank of America
North Carolina
$2.9M -$84.4K -4,875 -3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.73M -$147K -8,501 -5%
LPL Financial
11
LPL Financial
California
$1.73M +$39.6K +2,288 +2%
OA
12
Oxbow Advisors
Texas
$1.13M +$1.11M +64,326 New
PPA
13
Parametric Portfolio Associates
Washington
$1.1M -$5.25K -303 -0.5%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$980K +$866K +50,003 +829%
UBS Group
15
UBS Group
Switzerland
$932K -$152K -8,758 -14%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$855K +$452K +26,073 +114%
GC
17
Guggenheim Capital
Illinois
$837K +$53.4K +3,080 +7%
KLI
18
Kelman-Lazarov Inc
Tennessee
$828K -$174K -10,059 -18%
OC
19
Oppenheimer & Co
New York
$510K
HighTower Advisors
20
HighTower Advisors
Illinois
$460K -$5.89K -340 -1%
MWPCG
21
Measured Wealth Private Client Group
New Hampshire
$439K +$435K +25,129 New
Ameriprise
22
Ameriprise
Minnesota
$392K -$93.1K -5,376 -19%
WCM
23
Whitener Capital Management
North Carolina
$356K +$58.2K +3,360 +20%
GXMC
24
Global X Management Company
New York
$346K +$13K +749 +4%
LCM
25
Landscape Capital Management
New Jersey
$307K +$52K +3,002 +21%

BKT Hedge Fund Activity: Q2 2018 in Review

68 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q2 2018, worth a combined $202M — up 2.4% from $198M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BKT positions and 4 closed out — a net gain of 4 holders — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $4.35M. The largest seller was Sit Investment Associates, cutting an estimated $3.69M.

  • 68 institutional investors held BlackRock Income Trust (BKT) as of Q2 2018, up from 65 in Q1 2018.
  • Funds reported $202M of BlackRock Income Trust stock for Q2 2018, up 2.4% quarter-over-quarter.
  • 8 funds opened new BlackRock Income Trust positions in Q2 2018 and 4 closed out, a net change of +4 holders.
  • The largest BlackRock Income Trust buyer in Q2 2018 was Karpus Investment Management, an estimated $4.35M added.
  • The largest BlackRock Income Trust seller in Q2 2018 was Sit Investment Associates, an estimated $3.69M sold.

Based on aggregated 13F filings for Q2 2018.