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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

92 hedge funds and large institutions have $425M invested in BlackRock Capital Allocation Term Trust in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
13
Increased
44
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$5.86M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.94M
3
Bank of America
Bank of America
North Carolina
+$1.79M
4
ARC
Advisor Resource Council
Texas
+$1.48M
5
PCM
Penserra Capital Management
California
+$1.44M

Top Sellers

1
SCM
Saba Capital Management
New York
-$26M
2
RCM
Rivernorth Capital Management
Florida
-$25.6M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
-$9.12M
4
CC
CF Capital
Massachusetts
-$7.5M
5
AGM
Alpine Global Management
New York
-$6.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Clearstead Advisors
Ohio
$1.2M +$13.8K +960 +1%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$1.17M +$512K +35,582 +78%
OC
28
Oppenheimer & Co
New York
$891K +$64.4K +4,471 +8%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$878K +$360K +25,005 +69%
FA
30
Fountainhead AM
New Jersey
$814K +$47.8K +3,322 +6%
Ameriprise
31
Ameriprise
Minnesota
$704K +$62.8K +4,361 +10%
RAM
32
Readystate Asset Management
Illinois
$684K -$518K -35,961 -43%
PIA
33
Perennial Investment Advisors
California
$684K +$159K +11,064 +30%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$672K +$106K +7,338 +19%
IC
35
IEQ Capital
California
$652K +$652K +45,308 New
WCM
36
Winebrenner Capital Management
Kentucky
$648K – – –
TCA
37
Transcend Capital Advisors
New Jersey
$642K +$125K +8,654 +24%
Cerity Partners
38
Cerity Partners
New York
$602K +$26.4K +1,832 +5%
EC
39
Elequin Capital
New York
$496K +$342K +23,751 +222%
IWC
40
Integrated Wealth Concepts
Massachusetts
$490K +$129K +8,950 +36%
Truist Financial
41
Truist Financial
North Carolina
$441K +$136K +9,466 +45%
SFS
42
Shaker Financial Services
Virginia
$435K +$67.7K +4,699 +18%
KWA
43
Kingswood Wealth Advisors
California
$428K -$136K -9,472 -24%
Walleye Capital
44
Walleye Capital
New York
$421K +$242K +16,773 +134%
AWA
45
Amplius Wealth Advisors
Pennsylvania
$418K +$21.5K +1,492 +5%
CPRC
46
Consolidated Portfolio Review Corp
New York
$414K -$94.7K -6,579 -19%
AA
47
Armis Advisers
Georgia
$366K +$366K +25,445 New
JPLA
48
Joseph P. Lucia & Associates
New York
$347K +$104K +7,249 +43%
BlackRock
49
BlackRock
New York
$335K +$263K +18,254 +365%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$309K -$391K -27,160 -56%
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