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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

69 hedge funds and large institutions have $378M invested in BlackRock Capital Allocation Term Trust in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
69
Holders Change
+7
Holders Change %
+11.29%
% of All Funds
1.17%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
16
Increased
28
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$108M
2
RCM
2
Rivernorth Capital Management
Florida
$72.6M
3
MP
3
Mangrove Partners
Connecticut
$5.72M
4
SIA
4
Sit Investment Associates
Minnesota
$17M
5
SCM
5
Saba Capital Management
New York
$3.73M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$23.4M
2
KIM
2
Karpus Investment Management
New York
$2.76M
3
Bank of America
3
Bank of America
North Carolina
$26M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.12M
5
Stifel Financial
5
Stifel Financial
Missouri
$1.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIG
26
Mariner Investment Group
New York
$1.28M -$16.3K -1,113 -1%
RVPG
27
Relative Value Partners Group
$1.24M +$561K +36,142 +82%
MC
28
Mathes Company
New York
$1.24M -$147K -10,000 -11%
PFGIA
29
Patriot Financial Group Insurance Agency
Massachusetts
$966K +$3.05K +208 +0.3%
AAM
30
Advisors Asset Management
Colorado
$896K +$353K +24,080 +65%
TCA
31
Transcend Capital Advisors
New Jersey
$735K +$58.6K +4,000 +9%
Ameriprise
32
Ameriprise
Minnesota
$631K +$384K +26,236 +156%
CCM
33
Covington Capital Management
California
$626K +$626K +42,734 New
Baird Financial Group
34
Baird Financial Group
Wisconsin
$530K +$530K +36,205 New
MC
35
Matisse Capital
Oregon
$522K +$522K +35,640 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$505K -$19.1K -1,304 -4%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$390K +$17.5K +1,214 +5%
DADC
38
D.A. Davidson & Co
Montana
$360K -$184K -12,579 -34%
CAN
39
Cetera Advisor Networks
California
$358K +$12.1K +823 +3%
LPL Financial
40
LPL Financial
California
$358K +$358K +24,446 New
RJT
41
Raymond James Trust
Florida
$351K +$101K +6,868 +40%
CA
42
Calton & Associates
Florida
$313K +$71.3K +4,882 +30%
GRP
43
Global Retirement Partners
California
$290K – – –
ASN
44
Advisory Services Network
Georgia
$246K +$49.8K +3,404 +25%
CWS
45
Confluence Wealth Services
Pennsylvania
$221K – – –
WT
46
Whittier Trust
California
$220K – – –
OC
47
Oppenheimer & Co
New York
$203K +$39.6K +2,700 +24%
IAA
48
Ironsides Asset Advisors
North Carolina
$202K +$38K +2,587 +23%
CCA
49
Childress Capital Advisors
Texas
$192K – – –
AC
50
Almitas Capital
California
$188K +$188K +12,817 New
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