BlackRock Capital Allocation Term Trust
BCAT
BCAT
34 hedge funds and large institutions have $200M invested in BlackRock Capital Allocation Term Trust in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+7
Holders Change %
+25.93%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
12
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
1
Morgan Stanley
New York
|
$102M |
| 2 |
2
Bank of America
Charlotte,
North Carolina
|
$39.5M |
| 3 |
3
Wells Fargo
San Francisco,
California
|
$7.52M |
| 4 |
4
Rockefeller Capital Management
New York
|
$1.01M |
| 5 |
QP
5
Quilter Plc
London,
United Kingdom
|
$728K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
26
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $214K | – | – | – |
|
27
Ameriprise
Minneapolis,
Minnesota
| $206K | +$206K | +9,402 | New |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $188K | +$188K | +8,575 | New |
|
29
BlackRock
New York
| $109K | – | – | – |
|
|
NFSG
30
Newbridge Financial Services Group
Boca Raton,
Florida
| $71K | +$71K | +3,250 | New |
|
|
BAM
31
Barrett Asset Management
New York
| $55K | – | – | – |
|
|
APA
32
American Portfolios Advisors
Holbrook,
New York
| $16.4K | – | – | – |
|
|
WWM
33
Wagner Wealth Management
Greenville,
South Carolina
| $11K | -$44.7K | -1,950 | -80% |
|
|
WQ
34
Wealth Quarterback
Toms River,
New Jersey
| $11K | +$11K | +461 | New |
|
|
SPIA
35
Steward Partners Investment Advisory
New York
| – | -$625K | -30,435 | Closed |
|
|
IAIM
36
International Assets Investment Management
Orlando,
Florida
| – | -$59K | -2,700 | Closed |
|
|
MPWT
37
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$4K | -200 | Closed |
|