BlackRock Income Trust
BKT
62 hedge funds and large institutions have $109M invested in BlackRock Income Trust in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
13% more capital invested
Capital invested by funds: $96.6M → $109M (+$12.6M)
13% more funds holding
Funds holding: 55 → 62 (+7)
11% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 18
2.21% more ownership
Funds ownership: 39.89% → 42.09% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.1M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.05M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$876K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$721K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$376K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
-$1.87M |
| 2 |
GA
GraniteShares Advisors
New York
|
-$1.32M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$814K |
| 4 |
ACP
Aviance Capital Partners
Naples,
Florida
|
-$715K |
| 5 |
RIG
Ramiah Investment Group
Brookfield,
Wisconsin
|
-$443K |
BKT Hedge Fund Activity: Q4 2023 in Review
62 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in BlackRock Income Trust (BKT) for Q4 2023, worth a combined $109M — up 13% from $96.6M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BKT positions and 7 closed out — a net gain of 7 holders — while 20 added to existing stakes and 18 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $5.1M. The largest seller was Consolidated Portfolio Review Corp, exiting entirely with an estimated $1.87M sold.
- 62 institutional investors held BlackRock Income Trust (BKT) as of Q4 2023, up from 55 in Q3 2023.
- Funds reported $109M of BlackRock Income Trust stock for Q4 2023, up 13% quarter-over-quarter.
- 14 funds opened new BlackRock Income Trust positions in Q4 2023 and 7 closed out, a net change of +7 holders.
- The largest BlackRock Income Trust buyer in Q4 2023 was Morgan Stanley, an estimated $5.1M added.
- The largest BlackRock Income Trust seller in Q4 2023 was Consolidated Portfolio Review Corp, an estimated $1.87M sold.
Based on aggregated 13F filings for Q4 2023.