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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

79 hedge funds and large institutions have $512M invested in BlackRock Capital Allocation Term Trust in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
23
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$149M
2
API
2
Advisor Partners II
California
$7.97M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$7.23M
4
Stifel Financial
4
Stifel Financial
Missouri
$5.44M
5
Goldman Sachs
5
Goldman Sachs
New York
$713K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$72.9M
2
WP
2
Woodline Partners
California
$1.39M
3
PCM
3
Penserra Capital Management
California
$0
4
CCP
4
Clough Capital Partners
Massachusetts
$3.84M
5
Morgan Stanley
5
Morgan Stanley
New York
$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPRC
26
Consolidated Portfolio Review Corp
New York
$1.27M -$127K -8,751 -9%
First Trust Advisors
27
First Trust Advisors
Illinois
$1.24M +$204K +14,058 +20%
LPL Financial
28
LPL Financial
California
$1.18M -$737K -50,871 -38%
AGM
29
Alpine Global Management
New York
$1.08M +$226K +15,604 +26%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$907K +$249K +17,207 +38%
Invesco
31
Invesco
Georgia
$900K +$152K +10,467 +20%
Walleye Capital
32
Walleye Capital
New York
$781K +$593K +40,904 +315%
TCA
33
Transcend Capital Advisors
New Jersey
$746K – – –
Ameriprise
34
Ameriprise
Minnesota
$715K +$40.4K +2,791 +6%
Goldman Sachs
35
Goldman Sachs
New York
$713K +$713K +49,190 New
Cerity Partners
36
Cerity Partners
New York
$580K -$7.25K -500 -1%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$535K +$5.58K +385 +1%
AWA
38
Amplius Wealth Advisors
Pennsylvania
$534K -$71.2K -4,916 -12%
QL
39
Quarry LP
New York
$506K +$91.3K +6,300 +22%
ARG
40
Advisory Resource Group
Oklahoma
$503K – – –
FA
41
Fountainhead AM
New Jersey
$476K +$476K +32,883 New
VCM
42
Virtue Capital Management
Tennessee
$384K – – –
IAA
43
Ironsides Asset Advisors
North Carolina
$370K +$31.3K +2,161 +9%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$363K +$23K +1,589 +7%
BlackRock
45
BlackRock
New York
$362K +$290K +20,000 +400%
CAN
46
Cetera Advisor Networks
California
$361K +$2.42K +167 +0.7%
SIA
47
Sit Investment Associates
Minnesota
$344K – – –
BBHC
48
Brown Brothers Harriman & Co
New York
$343K +$343K +23,650 New
CP
49
Camelot Portfolios
Ohio
$341K -$43.5K -3,000 -11%
RJT
50
Raymond James Trust
Florida
$339K -$80.6K -5,564 -19%
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