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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

80 hedge funds and large institutions have $586M invested in BlackRock Capital Allocation Term Trust in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 36 reducing their positions, and 15 closing their positions.

Holders
80
Holders Change
-5
Holders Change %
-5.88%
% of All Funds
1.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
10
Increased
22
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$15.9M
2
AGM
2
Alpine Global Management
New York
$7.4M
3
UBS Group
3
UBS Group
Switzerland
$26.8M
4
LPL Financial
4
LPL Financial
California
$1.51M
5
PIWA
5
Prevail Innovative Wealth Advisors
Kansas
$1.88M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$71.9M
2
RCM
2
Rivernorth Capital Management
Florida
$57.6M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$13.5M
4
AW
4
Atlas Wealth
Ohio
$0
5
SIA
5
Sit Investment Associates
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$1.51M 92,033 +39,601 +76%
Osaic Holdings
27
Osaic Holdings
Arizona
$1.41M 85,422 -3,105 -4%
CA
28
Clearstead Advisors
Ohio
$1.33M 80,961 -6,688 -8%
TCA
29
Transcend Capital Advisors
New Jersey
$1.07M 65,293 +86 +0.1%
OC
30
Oppenheimer & Co
New York
$942K 57,248 +5,618 +11%
FA
31
Fountainhead AM
New Jersey
$881K 53,570 +1,095 +2%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$739K 44,947 +1,336 +3%
Ameriprise
33
Ameriprise
Minnesota
$719K 43,684 -1,524 -3%
BBPWM
34
Blue Bell Private Wealth Management
Pennsylvania
$697K 42,386 -62,336 -60%
Cerity Partners
35
Cerity Partners
New York
$658K 40,000 – –
CPRC
36
Consolidated Portfolio Review Corp
New York
$581K 35,347 -934 -3%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$578K 35,139 -24,398 -41%
AWA
38
Amplius Wealth Advisors
Pennsylvania
$472K 28,665 -8,133 -22%
VF
39
Virtu Financial
New York
$427K 25,941 +25,941 New
KA
40
Kovack Advisors
Florida
$421K 25,605 +25,605 New
CA
41
Calton & Associates
Florida
$417K 25,344 -168 -0.7%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$398K 24,177 +24,177 New
PFS
43
Prospera Financial Services
Texas
$390K 23,693 +1,137 +5%
CP
44
Camelot Portfolios
Ohio
$387K 23,500 -1,000 -4%
Truist Financial
45
Truist Financial
North Carolina
$356K 21,650 +2,200 +11%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$349K 21,241 +2,683 +14%
JSW
47
Journey Strategic Wealth
New Jersey
$345K 21,000 -2,750 -12%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$324K 19,700 – –
Millennium Management
49
Millennium Management
New York
$319K 19,389 -11,959 -38%
Corient Private Wealth
50
Corient Private Wealth
Florida
$303K 18,418 -21,791 -54%
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