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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

71 hedge funds and large institutions have $530M invested in BlackRock Capital Allocation Term Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
24
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$133M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$6.26M
3
WP
3
Woodline Partners
California
$8.01M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$1.09M
5
AGM
5
Alpine Global Management
New York
$904K

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$0
2
MP
2
Mangrove Partners
Connecticut
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$151M
4
Bank of America
4
Bank of America
North Carolina
$13.9M
5
RVPG
5
Relative Value Partners Group
$3.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPRC
26
Consolidated Portfolio Review Corp
New York
$1.47M -$113K -7,441 -7%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.42M +$46.1K +3,018 +3%
First Trust Advisors
28
First Trust Advisors
Illinois
$1.09M +$922K +60,441 +556%
AGM
29
Alpine Global Management
New York
$904K +$904K +59,250 New
Invesco
30
Invesco
Georgia
$788K +$270K +17,709 +52%
TCA
31
Transcend Capital Advisors
New Jersey
$785K – – –
Ameriprise
32
Ameriprise
Minnesota
$710K -$10.1K -659 -1%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$692K +$173K +11,348 +33%
AWA
34
Amplius Wealth Advisors
Pennsylvania
$636K -$1.81M -118,873 -74%
Cerity Partners
35
Cerity Partners
New York
$618K – – –
Baird Financial Group
36
Baird Financial Group
Wisconsin
$557K +$22.4K +1,471 +4%
ARG
37
Advisory Resource Group
Oklahoma
$530K – – –
RJT
38
Raymond James Trust
Florida
$442K – – –
QL
39
Quarry LP
New York
$436K +$436K +28,600 New
CA
40
Calton & Associates
Florida
$410K +$2.14K +140 +0.5%
CP
41
Camelot Portfolios
Ohio
$404K – – –
VCM
42
Virtue Capital Management
Tennessee
$384K +$384K +25,000 New
CAN
43
Cetera Advisor Networks
California
$377K +$1.25K +82 +0.3%
SIA
44
Sit Investment Associates
Minnesota
$363K – – –
RJFSA
45
Raymond James Financial Services Advisors
Florida
$358K +$17K +1,114 +5%
OC
46
Oppenheimer & Co
New York
$354K +$174K +11,377 +96%
IAA
47
Ironsides Asset Advisors
North Carolina
$354K +$56.6K +3,742 +19%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$342K +$626 +41 +0.2%
KIM
49
Karpus Investment Management
New York
$342K – – –
SIA
50
SkyView Investment Advisors
New Jersey
$341K – – –
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