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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

62 hedge funds and large institutions have $369M invested in BlackRock Capital Allocation Term Trust in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 15 closing their positions.

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
0.98%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
13
Increased
28
Reduced
14
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$41M
2
Morgan Stanley
2
Morgan Stanley
New York
$82.7M
3
Wells Fargo
3
Wells Fargo
California
$9.48M
4
PPA
4
Parametric Portfolio Associates
Washington
$14.3M
5
WAM
5
Wolverine Asset Management
Illinois
$5.2M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$32.7M
2
Bank of America
2
Bank of America
North Carolina
$32.8M
3
RCM
3
Rivernorth Capital Management
Florida
$72.7M
4
KIM
4
Karpus Investment Management
New York
$6.97M
5
WAM
5
Weiss Asset Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RVPG
26
Relative Value Partners Group
$726K 43,846 -4,059 -8%
DADC
27
D.A. Davidson & Co
Montana
$616K 37,170 -5 -0%
AAM
28
Advisors Asset Management
Colorado
$614K 37,105 +10,059 +37%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$592K 35,747 +12,848 +56%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$428K 25,865 -44,753 -63%
III
31
Independent Investors Inc
New York
$414K 25,000 – –
Walleye Capital
32
Walleye Capital
New York
$412K 24,890 -31,037 -55%
CAN
33
Cetera Advisor Networks
California
$391K 23,611 +5,995 +34%
SCM
34
Segantii Capital Management
Hong Kong
$388K 23,450 -3,500 -13%
SPIA
35
Steward Partners Investment Advisory
New York
$378K 22,804 +10,304 +82%
IA
36
IFG Advisory
Georgia
$305K 18,418 +5,418 +42%
GRP
37
Global Retirement Partners
California
$301K 19,790 +19,790 New
RJT
38
Raymond James Trust
Florida
$283K 17,073 +4,000 +31%
Ameriprise
39
Ameriprise
Minnesota
$279K 16,860 -3,963 -19%
CA
40
Calton & Associates
Florida
$273K 16,544 +394 +2%
CWM
41
Congress Wealth Management
Massachusetts
$270K 16,292 – –
5L
42
55I LLC
Massachusetts
$269K 16,237 +1,183 +8%
WT
43
Whittier Trust
California
$248K 15,000 +15,000 New
CWS
44
Confluence Wealth Services
Pennsylvania
$233K 14,113 – –
ASN
45
Advisory Services Network
Georgia
$222K 13,403 +13,403 New
CCA
46
Childress Capital Advisors
Texas
$217K 13,100 +13,100 New
WS
47
Wedbush Securities
California
$214K 12,900 -42,050 -77%
CA
48
Cetera Advisors
Colorado
$208K 12,560 +12,560 New
Truist Financial
49
Truist Financial
North Carolina
$198K 11,933 -18,750 -61%
OC
50
Oppenheimer & Co
New York
$185K 11,145 -1,000 -8%
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