We are live on ! Find out more
BKT icon

BlackRock Income Trust

70 hedge funds and large institutions have $201M invested in BlackRock Income Trust in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.45% less ownership

Funds ownership: 17.76%17.31% (-0.45%)

2% less capital invested

Capital invested by funds: $206M → $201M (-$4.15M)

1% less funds holding

Funds holding: 7170 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
1.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
21
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$58.9M +$647K +35,702 +1%
KIM
2
Karpus Investment Management
New York
$57.2M -$108K -5,948 -0.2%
Wells Fargo
3
Wells Fargo
California
$24.9M -$8.29M -457,341 -25%
Morgan Stanley
4
Morgan Stanley
New York
$13.2M +$605K +33,353 +5%
1CP
5
1607 Capital Partners
Virginia
$10.5M -$741K -40,900 -7%
Invesco
6
Invesco
Georgia
$4.96M +$717K +39,563 +17%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.72M +$1.59M +87,618 +143%
Stifel Financial
8
Stifel Financial
Missouri
$2.7M +$2.56M +141,445 +1,872%
UBS Group
9
UBS Group
Switzerland
$2.66M +$80.5K +4,441 +3%
Ameriprise
10
Ameriprise
Minnesota
$2.28M +$91.6K +5,055 +4%
LPL Financial
11
LPL Financial
California
$2.08M +$67.6K +3,731 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.88M -$485K -26,728 -21%
PPA
13
Parametric Portfolio Associates
Washington
$1.41M +$389K +21,436 +38%
HC
14
HNP Capital
New York
$1.35M +$680K +37,483 +104%
VRM
15
Vectors Research Management
New York
$1.34M +$679K +37,476 +104%
GC
16
Guggenheim Capital
Illinois
$1.3M +$199K +10,976 +18%
OA
17
Oxbow Advisors
Texas
$1.03M -$33.4K -1,840 -3%
DWM
18
Dakota Wealth Management
Florida
$802K -$7.85K -433 -1%
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$767K
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$767K +$133K +7,323 +21%
CFGS
21
Concourse Financial Group Securities
Alabama
$739K -$136K -7,514 -16%
First Trust Advisors
22
First Trust Advisors
Illinois
$692K +$22K +1,212 +3%
RJA
23
Raymond James & Associates
Florida
$692K +$80.6K +4,447 +13%
Lido Advisors
24
Lido Advisors
California
$609K -$53.3K -2,938 -8%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$438K +$95.5K +5,267 +28%

BKT Hedge Fund Activity: Q3 2019 in Review

70 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q3 2019, worth a combined $201M — down 2% from $206M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BKT and 6 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 21 added.

The largest buyer was Stifel Financial, adding an estimated $2.56M. The largest seller was Wells Fargo, cutting an estimated $8.29M.

  • 70 institutional investors held BlackRock Income Trust (BKT) as of Q3 2019, down from 71 in Q2 2019.
  • Funds reported $201M of BlackRock Income Trust stock for Q3 2019, down 2% quarter-over-quarter.
  • 6 funds opened new BlackRock Income Trust positions in Q3 2019 and 7 closed out, a net change of -1 holder.
  • The largest BlackRock Income Trust buyer in Q3 2019 was Stifel Financial, an estimated $2.56M added.
  • The largest BlackRock Income Trust seller in Q3 2019 was Wells Fargo, an estimated $8.29M sold.

Based on aggregated 13F filings for Q3 2019.