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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

91 hedge funds and large institutions have $680M invested in BlackRock Capital Allocation Term Trust in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 11 closing their positions.

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
29
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$272M
2
Invesco
2
Invesco
Georgia
$24.1M
3
KWM
3
Keebeck Wealth Management
Illinois
$6.11M
4
SIA
4
Sit Investment Associates
Minnesota
$11.2M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$38.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$2.49M
3
RJA
3
Raymond James & Associates
Florida
$9.87M
4
RCM
4
Rivernorth Capital Management
Florida
$79.5M
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.54M 92,901 +981 +1%
First Trust Advisors
27
First Trust Advisors
Illinois
$1.5M 89,920 +10,606 +13%
TJHA
28
Thomas J. Herzfeld Advisors
Florida
$1.47M 88,160 +86,460 +5,086%
CPRC
29
Consolidated Portfolio Review Corp
New York
$1.43M 85,868 -3,754 -4%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$1.4M 84,178 – –
1CP
31
1607 Capital Partners
Virginia
$1.4M 83,928 -103,400 -55%
PI
32
PFG Investments
New York
$1.32M 79,479 +79,479 New
LCM
33
Landscape Capital Management
New Jersey
$1.21M 72,776 -51,794 -42%
AWM
34
Avior Wealth Management
Nebraska
$1.13M 67,631 +67,631 New
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$1.04M 62,546 +62,546 New
TCA
36
Transcend Capital Advisors
New Jersey
$1.01M 60,772 +5,400 +10%
CAN
37
Cetera Advisor Networks
California
$1.01M 60,534 +39,346 +186%
Jane Street
38
Jane Street
New York
$1M 60,289 +41,991 +229%
FA
39
Fountainhead AM
New Jersey
$793K 47,570 +921 +2%
Corient Private Wealth
40
Corient Private Wealth
Florida
$791K 48,470 +48,470 New
LPL Financial
41
LPL Financial
California
$769K 46,135 -46,142 -50%
Ameriprise
42
Ameriprise
Minnesota
$729K 43,785 -3,438 -7%
QL
43
Quarry LP
New York
$683K 40,989 +6,489 +19%
Cerity Partners
44
Cerity Partners
New York
$666K 40,000 – –
Baird Financial Group
45
Baird Financial Group
Wisconsin
$641K 38,467 – –
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$607K 36,431 -13,741 -27%
AWA
47
Amplius Wealth Advisors
Pennsylvania
$606K 36,352 +528 +1%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$574K 34,461 +34,461 New
MTIM
49
Marathon Trading Investment Management
Pennsylvania
$500K 30,000 – –
OC
50
Oppenheimer & Co
New York
$486K 29,180 +4,586 +19%
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