BlackRock Capital Allocation Term Trust
BCAT
BCAT
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.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
33% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 15
39% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 36
Holders
80
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$15.9M | |
| 2 | +$2.8M | |
| 3 | +$1.83M | |
| 4 |
LPL Financial
San Diego,
California
|
+$651K |
| 5 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
+$429K |
Top Sellers
| 1 | -$20.3M | |
| 2 | -$19.8M | |
| 3 | -$19.5M | |
| 4 |
AW
Atlas Wealth
Cincinnati,
Ohio
|
-$13M |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$5.41M |