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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

64 hedge funds and large institutions have $411M invested in BlackRock Capital Allocation Term Trust in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
64
Holders Change
+26
Holders Change %
+68.42%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
31
Increased
22
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$89.8M
2
SIA
2
Sit Investment Associates
Minnesota
$12.8M
3
KIM
3
Karpus Investment Management
New York
$11.8M
4
Cohen & Steers
4
Cohen & Steers
New York
$7.37M
5
PPA
5
Parametric Portfolio Associates
Washington
$13.8M

Top Sellers

1
CA
1
Corrado Advisors
New Jersey
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$89M
3
QP
3
Quilter Plc
United Kingdom
$0
4
S
4
SignatureFD
Georgia
$0
5
Ameriprise
5
Ameriprise
Minnesota
$405K
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
51
Two Sigma Securities
New York
$205K +$205K +10,557 New
HighTower Advisors
52
HighTower Advisors
Illinois
$199K – – –
AWM
53
Activest Wealth Management
Florida
$145K +$145K +7,459 New
AIP
54
Ahrens Investment Partners
Louisiana
$144K +$144K +7,400 New
LC
55
Lindbrook Capital
California
$103K +$103K +5,307 New
BlackRock
56
BlackRock
New York
$97K – – –
PMFA
57
Plante Moran Financial Advisors
Michigan
$62K +$62K +3,183 New
TRCT
58
Tower Research Capital (TRC)
New York
$44K +$44K +2,271 New
BAM
59
Barrett Asset Management
New York
$39K -$9.75K -500 -20%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$26K +$26K +1,315 New
FCMT
61
Founders Capital Management (Texas)
Texas
$18K +$18K +900 New
APA
62
American Portfolios Advisors
New York
$9.73K – – –
WWM
63
Wagner Wealth Management
South Carolina
$9K – – –
SFM
64
Signet Financial Management
New Jersey
$9K +$9K +480 New
CA
65
Corrado Advisors
New Jersey
– -$2.35M -116,317 Closed
QP
66
Quilter Plc
United Kingdom
– -$672K -33,250 Closed
S
67
SignatureFD
Georgia
– -$528K -26,121 Closed
BHA
68
Beech Hill Advisors
New York
– -$202K -10,000 Closed
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