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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

76 hedge funds and large institutions have $383M invested in BlackRock Capital Allocation Term Trust in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
1.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
13
Increased
28
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
SCM
2
Saba Capital Management
New York
$15.3M
3
AC
3
Almitas Capital
California
$5.49M
4
SIA
4
Sit Investment Associates
Minnesota
$20.3M
5
PCM
5
Penserra Capital Management
California
$4.79M

Top Sellers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$20.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.25M
3
Bank of America
3
Bank of America
North Carolina
$22M
4
ARC
4
Advisor Resource Council
Texas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.16M -$811K -59,627 -41%
MIG
27
Mariner Investment Group
New York
$1.14M -$53.1K -3,904 -4%
MC
28
Mathes Company
New York
$1.12M -$27.2K -2,000 -2%
H6H
29
Hightower 6M Holding
Kansas
$1.08M -$146K -10,713 -12%
OFG
30
OTA Financial Group
New York
$1.02M +$1.02M +75,308 New
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$901K +$3.08K +226 +0.3%
TCA
32
Transcend Capital Advisors
New Jersey
$642K -$40.8K -3,000 -6%
Ameriprise
33
Ameriprise
Minnesota
$634K +$47.4K +3,486 +8%
LPL Financial
34
LPL Financial
California
$608K +$275K +20,222 +83%
CCM
35
Covington Capital Management
California
$582K – – –
Baird Financial Group
36
Baird Financial Group
Wisconsin
$494K +$1.36K +100 +0.3%
MC
37
Matisse Capital
Oregon
$485K – – –
ARG
38
Advisory Resource Group
Oklahoma
$473K +$473K +34,734 New
RJFSA
39
Raymond James Financial Services Advisors
Florida
$470K +$980 +72 +0.2%
RJT
40
Raymond James Trust
Florida
$468K +$142K +10,440 +44%
AWM
41
Activest Wealth Management
Florida
$401K +$401K +29,475 New
CAN
42
Cetera Advisor Networks
California
$333K +$136 +10 +0%
FM
43
Family Management
New York
$325K +$325K +23,870 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$306K -$62.1K -4,569 -17%
CA
45
Calton & Associates
Florida
$293K +$1.48K +109 +0.5%
ASN
46
Advisory Services Network
Georgia
$277K +$48.1K +3,530 +21%
GRP
47
Global Retirement Partners
California
$276K -$7.51K -524 -3%
DADC
48
D.A. Davidson & Co
Montana
$263K -$71.5K -5,259 -21%
BS
49
Boenning & Scattergood
Pennsylvania
$218K +$218K +16,000 New
OC
50
Oppenheimer & Co
New York
$182K -$6.42K -472 -3%
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