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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

69 hedge funds and large institutions have $378M invested in BlackRock Capital Allocation Term Trust in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+7
Holders Change %
+11.29%
% of All Funds
1.17%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
16
Increased
28
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$108M
2
RCM
2
Rivernorth Capital Management
Florida
$72.6M
3
MP
3
Mangrove Partners
Connecticut
$5.72M
4
SIA
4
Sit Investment Associates
Minnesota
$17M
5
SCM
5
Saba Capital Management
New York
$3.73M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$23.4M
2
KIM
2
Karpus Investment Management
New York
$2.76M
3
Bank of America
3
Bank of America
North Carolina
$26M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.12M
5
Stifel Financial
5
Stifel Financial
Missouri
$1.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Cetera Advisors
Colorado
$184K – – –
WS
52
Wedbush Securities
California
$160K -$29.4K -2,000 -16%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$157K – – –
Truist Financial
54
Truist Financial
North Carolina
$153K -$22K -1,500 -13%
BBPWM
55
Blue Bell Private Wealth Management
Pennsylvania
$95K -$6.41K -436 -6%
CWC
56
Carolinas Wealth Consulting
North Carolina
$86K +$16.2K +1,110 +23%
BlackRock
57
BlackRock
New York
$73K – – –
SPIA
58
Steward Partners Investment Advisory
New York
$56K -$275K -18,951 -83%
WT
59
Washington Trust
Rhode Island
$56K +$56K +3,840 New
AIM
60
Anchor Investment Management
South Carolina
$36.6K – – –
Bessemer Group
61
Bessemer Group
New Jersey
$23K +$23K +1,584 New
SAM
62
Strategic Asset Management
Minnesota
$17K +$17K +1,145 New
FCMT
63
Founders Capital Management (Texas)
Texas
$13K – – –
MCC
64
Money Concepts Capital
Florida
$11K +$6.4K +418 +139%
APA
65
American Portfolios Advisors
New York
$7.33K – – –
WWM
66
Wagner Wealth Management
South Carolina
$7K +$7K +480 New
IA
67
IFP Advisors
Florida
$3K – – –
C
68
Covestor
United Kingdom
$1K +$1K +82 New
KTC
69
Kistler-Tiffany Companies
Pennsylvania
$1K +$1K +100 New
III
70
Independent Investors Inc
New York
– -$414K -25,000 Closed
Walleye Capital
71
Walleye Capital
New York
– -$412K -24,890 Closed
SCM
72
Segantii Capital Management
Hong Kong
– -$388K -23,450 Closed
IA
73
IFG Advisory
Georgia
– -$305K -18,418 Closed
CWM
74
Congress Wealth Management
Massachusetts
– -$270K -16,292 Closed
5L
75
55I LLC
Massachusetts
– -$269K -16,237 Closed
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