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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

64 hedge funds and large institutions have $411M invested in BlackRock Capital Allocation Term Trust in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
64
Holders Change
+26
Holders Change %
+68.42%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
31
Increased
22
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$89.8M
2
SIA
2
Sit Investment Associates
Minnesota
$12.8M
3
KIM
3
Karpus Investment Management
New York
$11.8M
4
Cohen & Steers
4
Cohen & Steers
New York
$7.37M
5
PPA
5
Parametric Portfolio Associates
Washington
$13.8M

Top Sellers

1
CA
1
Corrado Advisors
New Jersey
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$89M
3
QP
3
Quilter Plc
United Kingdom
$0
4
S
4
SignatureFD
Georgia
$0
5
Ameriprise
5
Ameriprise
Minnesota
$405K
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Capital
26
Walleye Capital
New York
$1.09M +$1.09M +55,927 New
WS
27
Wedbush Securities
California
$1.07M -$150K -7,725 -12%
RVPG
28
Relative Value Partners Group
$932K +$932K +47,905 New
Millennium Management
29
Millennium Management
New York
$800K +$800K +41,145 New
DADC
30
D.A. Davidson & Co
Montana
$723K +$503K +25,850 +228%
TCA
31
Transcend Capital Advisors
New Jersey
$664K +$664K +34,150 New
Truist Financial
32
Truist Financial
North Carolina
$597K +$9.73K +500 +2%
Jane Street
33
Jane Street
New York
$594K +$594K +30,560 New
AAM
34
Advisors Asset Management
Colorado
$526K +$208K +10,689 +65%
SCM
35
Segantii Capital Management
Hong Kong
$524K +$524K +26,950 New
III
36
Independent Investors Inc
New York
$486K – – –
RJFSA
37
Raymond James Financial Services Advisors
Florida
$445K +$118K +6,053 +36%
Ameriprise
38
Ameriprise
Minnesota
$405K -$383K -19,672 -49%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$393K +$393K +20,189 New
Nomura Holdings
40
Nomura Holdings
Japan
$350K +$350K +18,000 New
CAN
41
Cetera Advisor Networks
California
$343K +$150K +7,702 +78%
CWM
42
Congress Wealth Management
Massachusetts
$317K +$317K +16,292 New
CA
43
Calton & Associates
Florida
$314K +$314K +16,150 New
5L
44
55I LLC
Massachusetts
$293K +$1.05K +54 +0.4%
CWS
45
Confluence Wealth Services
Pennsylvania
$274K +$274K +14,113 New
RJT
46
Raymond James Trust
Florida
$254K +$254K +13,073 New
IA
47
IFG Advisory
Georgia
$252K +$252K +13,000 New
SPIA
48
Steward Partners Investment Advisory
New York
$243K – – –
OC
49
Oppenheimer & Co
New York
$236K +$42.3K +2,177 +22%
AAM
50
Austin Asset Management
Texas
$215K +$215K +11,060 New
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