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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

85 hedge funds and large institutions have $679M invested in BlackRock Capital Allocation Term Trust in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
16
Increased
27
Reduced
26
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$226M
2
SCM
2
Saba Capital Management
New York
$204M
3
SIA
3
Sit Investment Associates
Minnesota
$4.77M
4
LCM
4
Landscape Capital Management
New Jersey
$1.86M
5
WAM
5
Wolverine Asset Management
Illinois
$1.79M

Top Sellers

1
AW
1
Atlas Wealth
Ohio
$0
2
RJA
2
Raymond James & Associates
Florida
$12.5M
3
CCP
3
Clough Capital Partners
Massachusetts
$964K
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$25.4K
5
RCM
5
Rivernorth Capital Management
Florida
$73.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$1.38M +$162K +10,828 +13%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.37M -$138K -9,235 -9%
CPRC
28
Consolidated Portfolio Review Corp
New York
$1.34M +$30.2K +2,017 +2%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$1.26M +$323K +21,588 +34%
First Trust Advisors
30
First Trust Advisors
Illinois
$1.19M -$90.6K -6,061 -7%
Invesco
31
Invesco
Georgia
$1.13M +$198K +13,262 +21%
CCP
32
Clough Capital Partners
Massachusetts
$964K -$3M -200,450 -76%
Walleye Capital
33
Walleye Capital
New York
$927K +$122K +8,155 +15%
TCA
34
Transcend Capital Advisors
New Jersey
$828K +$58.2K +3,890 +8%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$750K +$750K +50,172 New
Ameriprise
36
Ameriprise
Minnesota
$706K -$31.9K -2,135 -4%
FA
37
Fountainhead AM
New Jersey
$697K +$206K +13,766 +42%
Cerity Partners
38
Cerity Partners
New York
$598K – – –
Baird Financial Group
39
Baird Financial Group
Wisconsin
$575K +$23.6K +1,576 +4%
AWA
40
Amplius Wealth Advisors
Pennsylvania
$536K -$14.9K -997 -3%
ARG
41
Advisory Resource Group
Oklahoma
$519K – – –
QL
42
Quarry LP
New York
$516K -$5.98K -400 -1%
MTIM
43
Marathon Trading Investment Management
Pennsylvania
$449K +$449K +30,000 New
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$420K +$330K +22,065 +368%
KIM
45
Karpus Investment Management
New York
$398K +$65K +4,350 +20%
CA
46
Calton & Associates
Florida
$391K +$391K +26,167 New
IAA
47
Ironsides Asset Advisors
North Carolina
$382K – – –
OC
48
Oppenheimer & Co
New York
$368K +$50.4K +3,371 +16%
CP
49
Camelot Portfolios
Ohio
$366K +$15K +1,000 +4%
BBHC
50
Brown Brothers Harriman & Co
New York
$354K – – –
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