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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

85 hedge funds and large institutions have $453M invested in BlackRock Capital Allocation Term Trust in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+9
Holders Change %
+11.84%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
30
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$58.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$136M
3
RJA
3
Raymond James & Associates
Florida
$13.6M
4
AC
4
Almitas Capital
California
$12.8M
5
CCP
5
Clough Capital Partners
Massachusetts
$5.67M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$330K
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$3.32M
3
Bank of America
3
Bank of America
North Carolina
$16.3M
4
UBS Group
4
UBS Group
Switzerland
$18M
5
KIM
5
Karpus Investment Management
New York
$591K
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
26
Private Management Group
California
$1.87M +$1.87M +134,932 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.71M +$1.71M +123,401 New
AAM
28
Advisors Asset Management
Colorado
$1.7M +$396K +28,581 +30%
MC
29
Mathes Company
New York
$1.23M +$83.2K +6,000 +7%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.22M +$40.9K +2,944 +3%
EC
31
Elequin Capital
New York
$1.07M +$1.07M +77,472 New
HighTower Advisors
32
HighTower Advisors
Illinois
$1.02M +$1.02M +73,594 New
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$921K +$3.29K +237 +0.4%
MC
34
Matisse Capital
Oregon
$910K +$416K +30,000 +84%
LPL Financial
35
LPL Financial
California
$694K +$75K +5,404 +12%
OFG
36
OTA Financial Group
New York
$691K -$353K -25,479 -34%
Ameriprise
37
Ameriprise
Minnesota
$682K +$35.5K +2,557 +5%
KIM
38
Karpus Investment Management
New York
$591K -$4.05M -291,660 -87%
Cerity Partners
39
Cerity Partners
New York
$562K +$562K +40,500 New
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$517K +$517K +37,276 New
Baird Financial Group
41
Baird Financial Group
Wisconsin
$507K +$3.21K +231 +0.6%
ARG
42
Advisory Resource Group
Oklahoma
$482K – – –
TCA
43
Transcend Capital Advisors
New Jersey
$415K -$239K -17,200 -36%
RJT
44
Raymond James Trust
Florida
$374K -$102K -7,388 -21%
CA
45
Calton & Associates
Florida
$369K +$70.3K +5,066 +24%
CP
46
Camelot Portfolios
Ohio
$354K +$354K +25,500 New
MIG
47
Mariner Investment Group
New York
$351K -$811K -58,389 -70%
CAN
48
Cetera Advisor Networks
California
$342K +$2.47K +178 +0.7%
SIA
49
Sit Investment Associates
Minnesota
$330K -$20.3M -1,464,335 -98%
Jane Street
50
Jane Street
New York
$327K +$327K +23,549 New
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