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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

76 hedge funds and large institutions have $383M invested in BlackRock Capital Allocation Term Trust in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
1.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
13
Increased
28
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
SCM
2
Saba Capital Management
New York
$15.3M
3
AC
3
Almitas Capital
California
$5.49M
4
SIA
4
Sit Investment Associates
Minnesota
$20.3M
5
PCM
5
Penserra Capital Management
California
$4.79M

Top Sellers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$20.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.25M
3
Bank of America
3
Bank of America
North Carolina
$22M
4
ARC
4
Advisor Resource Council
Texas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
51
Ironsides Asset Advisors
North Carolina
$179K -$7.86K -579 -4%
CCA
52
Childress Capital Advisors
Texas
$178K – – –
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$170K +$170K +12,500 New
BBPWM
54
Blue Bell Private Wealth Management
Pennsylvania
$154K +$66.2K +4,872 +75%
WS
55
Wedbush Securities
California
$148K – – –
HH
56
Hilltop Holdings
Texas
$147K +$147K +10,800 New
SPIA
57
Steward Partners Investment Advisory
New York
$143K +$90.5K +6,638 +172%
CWC
58
Carolinas Wealth Consulting
North Carolina
$80K – – –
BlackRock
59
BlackRock
New York
$68K – – –
AIM
60
Anchor Investment Management
South Carolina
$34K – – –
MA
61
MUFG Americas
New York
$34K +$34K +2,500 New
SWM
62
Selective Wealth Management
Virginia
$29K +$29K +2,143 New
WT
63
Washington Trust
Rhode Island
$27K -$24.8K -1,840 -48%
Bessemer Group
64
Bessemer Group
New Jersey
$20K -$2.03K -146 -9%
First Manhattan
65
First Manhattan
New York
$18K +$18K +1,393 New
SAM
66
Strategic Asset Management
Minnesota
$16K – – –
GI
67
Gradient Investments
Minnesota
$15K +$15K +1,121 New
PA
68
Parallel Advisors
California
$14K +$14K +1,000 New
FCMT
69
Founders Capital Management (Texas)
Texas
$12K – – –
MCC
70
Money Concepts Capital
Florida
$10K – – –
WWM
71
Wagner Wealth Management
South Carolina
$7K – – –
APA
72
American Portfolios Advisors
New York
$6.81K – – –
IA
73
IFP Advisors
Florida
$5K +$2.53K +133 +102%
EWA
74
EverSource Wealth Advisors
Alabama
$2K +$2K +162 New
KTC
75
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
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3
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