We are live on ! Find out more
BKT icon

BlackRock Income Trust

59 hedge funds and large institutions have $102M invested in BlackRock Income Trust in 2022 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 24 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

27.49% more ownership

Funds ownership: 11.33%38.82% (+27%)

14% more capital invested

Capital invested by funds: $89.8M → $102M (+$12.4M)

20% less funds holding

Funds holding: 7459 (-15)

33% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 24

43% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 28

Holders
59
Holders Change
-15
Holders Change %
-20.27%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
16
Reduced
24
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$30.3M +$4.37M +353,838 +17%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$10.5M +$2.83M +228,833 +37%
Morgan Stanley
3
Morgan Stanley
New York
$6.95M -$305K -24,684 -4%
KIM
4
Karpus Investment Management
New York
$5.6M +$442K +35,806 +9%
VRM
5
Vectors Research Management
New York
$3.91M +$3.92M +317,212 New
Invesco
6
Invesco
Georgia
$3.87M +$114K +9,207 +3%
HC
7
HNP Capital
New York
$3.81M -$95.3K -7,719 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.26M -$284K -22,960 -8%
1CP
9
1607 Capital Partners
Virginia
$3.21M +$308K +24,965 +11%
MWM
10
Melfa Wealth Management
Massachusetts
$2.79M +$2.8M +226,363 New
RVPG
11
Relative Value Partners Group
$2.64M +$2.64M +213,566 New
LPL Financial
12
LPL Financial
California
$2.2M -$80.4K -6,514 -4%
RJA
13
Raymond James & Associates
Florida
$2M -$591K -47,867 -23%
UBS Group
14
UBS Group
Switzerland
$1.82M -$868K -70,248 -32%
Bank of America
15
Bank of America
North Carolina
$1.79M -$274K -22,155 -13%
FIA
16
Foundations Investment Advisors
Arizona
$1.71M +$522K +42,301 +44%
Stifel Financial
17
Stifel Financial
Missouri
$1.69M -$1.18M -95,348 -41%
Ameriprise
18
Ameriprise
Minnesota
$1.66M -$205K -16,565 -11%
GC
19
Guggenheim Capital
Illinois
$1.49M -$71.7K -5,803 -5%
ACP
20
Aviance Capital Partners
Florida
$1.18M +$1.18M +95,851 New
RPA
21
Rock Point Advisors
Vermont
$1.17M +$46.7K +3,783 +4%
SPIA
22
Steward Partners Investment Advisory
New York
$1.13M -$36.8K -2,977 -3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$859K -$36.4K -2,947 -4%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$635K -$86 -7 -0%
RP
25
Riverbridge Partners
Minnesota
$581K +$3.58K +290 +0.6%

BKT Hedge Fund Activity: Q4 2022 in Review

59 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q4 2022, worth a combined $102M — up 14% from $89.8M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of BKT and 16 opened new positions — a net loss of 12 holders — while 24 trimmed existing stakes and 16 added.

The largest buyer was Sit Investment Associates, adding an estimated $4.37M. The largest seller was Cresset Asset Management, exiting entirely with an estimated $1.23M sold.

  • 59 institutional investors held BlackRock Income Trust (BKT) as of Q4 2022, down from 74 in Q3 2022.
  • Funds reported $102M of BlackRock Income Trust stock for Q4 2022, up 14% quarter-over-quarter.
  • 16 funds opened new BlackRock Income Trust positions in Q4 2022 and 28 closed out, a net change of -12 holders.
  • The largest BlackRock Income Trust buyer in Q4 2022 was Sit Investment Associates, an estimated $4.37M added.
  • The largest BlackRock Income Trust seller in Q4 2022 was Cresset Asset Management, an estimated $1.23M sold.

Based on aggregated 13F filings for Q4 2022.