BlackRock Income Trust
BKT
79 hedge funds and large institutions have $116M invested in BlackRock Income Trust in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 15 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 19
0% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 15
0.27% less ownership
Funds ownership: 10.93% → 10.66% (-0.27%)
1% less funds holding
Funds holding: 80 → 79 (-1)
10% less capital invested
Capital invested by funds: $128M → $116M (-$12.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$4.05M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.14M |
| 3 |
TA
TrueWealth Advisors
Birmingham,
Alabama
|
+$766K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$716K |
| 5 |
Millennium Management
New York
|
+$483K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.99M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.87M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.8M |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$1.61M |
| 5 |
VRM
Vectors Research Management
New York
|
-$1.48M |
BKT Hedge Fund Activity: Q4 2021 in Review
79 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q4 2021, worth a combined $116M — down 9.6% from $128M a quarter earlier.
Fund positioning in BKT was balanced in Q4 2021: 15 funds opened new positions, 15 closed out, 23 added to existing stakes and 19 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $4.05M. The largest seller was Morgan Stanley, cutting an estimated $1.99M.
- 79 institutional investors held BlackRock Income Trust (BKT) as of Q4 2021, down from 80 in Q3 2021.
- Funds reported $116M of BlackRock Income Trust stock for Q4 2021, down 9.6% quarter-over-quarter.
- 15 funds opened new BlackRock Income Trust positions in Q4 2021 and 15 closed out, a net change of 0 holders.
- The largest BlackRock Income Trust buyer in Q4 2021 was Sit Investment Associates, an estimated $4.05M added.
- The largest BlackRock Income Trust seller in Q4 2021 was Morgan Stanley, an estimated $1.99M sold.
Based on aggregated 13F filings for Q4 2021.