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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

90 hedge funds and large institutions have $511M invested in BlackRock Capital Allocation Term Trust in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 12 closing their positions.

Holders
90
Holders Change
+10
Holders Change %
+12.5%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
24
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$14.3M
2
Bank of America
2
Bank of America
North Carolina
$17.9M
3
RAM
3
Readystate Asset Management
Illinois
$1.26M
4
WAM
4
Wolverine Asset Management
Illinois
$1.25M
5
PCM
5
Penserra Capital Management
California
$15.7M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$206M
2
RCM
2
Rivernorth Capital Management
Florida
$48.1M
3
KIM
3
Karpus Investment Management
New York
$0
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$11.2M
5
UBS Group
5
UBS Group
Switzerland
$23.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$1.44M 95,009 +9,587 +11%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.3M 85,431 -20,519 -19%
RAM
28
Readystate Asset Management
Illinois
$1.26M 83,493 +83,493 New
CA
29
Clearstead Advisors
Ohio
$1.25M 82,460 +1,499 +2%
WAM
30
Wolverine Asset Management
Illinois
$1.25M 82,454 +82,454 New
OC
31
Oppenheimer & Co
New York
$869K 57,378 +130 +0.2%
FA
32
Fountainhead AM
New Jersey
$806K 53,211 -359 -0.7%
Jane Street
33
Jane Street
New York
$765K 50,496 +32,216 +176%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$736K 48,609 +48,609 New
Baird Financial Group
35
Baird Financial Group
Wisconsin
$689K 45,497 +550 +1%
WCM
36
Winebrenner Capital Management
Kentucky
$682K 45,000 +45,000 New
Ameriprise
37
Ameriprise
Minnesota
$675K 44,528 +844 +2%
Cerity Partners
38
Cerity Partners
New York
$606K 40,000 – –
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$595K 39,302 +4,163 +12%
KWA
40
Kingswood Wealth Advisors
California
$594K 39,218 +39,218 New
PIA
41
Perennial Investment Advisors
California
$552K 36,429 +36,429 New
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$545K 35,995 +11,818 +49%
TCA
43
Transcend Capital Advisors
New Jersey
$545K 35,954 -29,339 -45%
CPRC
44
Consolidated Portfolio Review Corp
New York
$536K 35,347 – –
LCM
45
Landscape Capital Management
New Jersey
$418K 27,610 +27,610 New
AWA
46
Amplius Wealth Advisors
Pennsylvania
$417K 27,513 -1,152 -4%
CA
47
Calton & Associates
Florida
$390K 25,710 +366 +1%
SFS
48
Shaker Financial Services
Virginia
$387K 25,517 +25,517 New
IWC
49
Integrated Wealth Concepts
Massachusetts
$380K 25,050 +25,050 New
CW
50
CreativeOne Wealth
Kansas
$343K 22,611 +22,611 New
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