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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

27 hedge funds and large institutions have $163M invested in BlackRock Capital Allocation Term Trust in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 1 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
–
Holders Change %
0%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
1
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$77.9M
2
Bank of America
2
Bank of America
North Carolina
$33M
3
UBS Group
3
UBS Group
Switzerland
$29.3M
4
Wells Fargo
4
Wells Fargo
California
$6.16M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.24M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
UMC
2
United Maritime Capital
New York
$0
3
VF
3
Virtu Financial
New York
$0
4
PWM
4
Perigon Wealth Management
California
$0
5
TWP
5
TFO Wealth Partners
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
26
American Portfolios Advisors
New York
$15.4K +$15.4K +750 New
MPWT
27
MassMutual Private Wealth & Trust
Connecticut
$4K +$4K +200 New
Millennium Management
28
Millennium Management
New York
– -$670K -30,793 Closed
UMC
29
United Maritime Capital
New York
– -$318K -14,625 Closed
VF
30
Virtu Financial
New York
– -$257K -11,806 Closed
PWM
31
Perigon Wealth Management
California
– -$76K -3,500 Closed
TWP
32
TFO Wealth Partners
Ohio
– -$54K -2,500 Closed
TRCT
33
Tower Research Capital (TRC)
New York
– -$4K -200 Closed
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