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BlackRock Capital Allocation Term Trust

85 hedge funds and large institutions have $453M invested in BlackRock Capital Allocation Term Trust in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+9
Holders Change %
+11.84%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
30
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$326K -$152K -10,977 -32%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$289K -$23.2K -1,675 -7%
AWM
53
Activest Wealth Management
Florida
$287K -$122K -8,800 -30%
ASN
54
Advisory Services Network
Georgia
$282K
IAA
55
Ironsides Asset Advisors
North Carolina
$272K +$89.2K +6,437 +49%
VF
56
Virtu Financial
New York
$267K +$267K +19,244 New
GRP
57
Global Retirement Partners
California
$262K -$4.94K -356 -2%
IAS
58
Insigneo Advisory Services
Florida
$247K +$247K +14,885 New
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$239K +$239K +17,207 New
Invesco
60
Invesco
Georgia
$234K +$234K +16,845 New
Walleye Capital
61
Walleye Capital
New York
$216K +$216K +15,553 New
CCA
62
Childress Capital Advisors
Texas
$182K
BBPWM
63
Blue Bell Private Wealth Management
Pennsylvania
$178K +$20.8K +1,500 +13%
SPIA
64
Steward Partners Investment Advisory
New York
$176K +$30.1K +2,168 +21%
NW
65
Naviter Wealth
Arkansas
$173K +$173K +11,575 New
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$173K
Mariner
67
Mariner
Kansas
$168K +$168K +12,139 New
HH
68
Hilltop Holdings
Texas
$166K +$16.6K +1,200 +11%
OC
69
Oppenheimer & Co
New York
$165K -$20.8K -1,500 -11%
DADC
70
D.A. Davidson & Co
Montana
$154K -$114K -8,207 -42%
JSW
71
Journey Strategic Wealth
New Jersey
$139K +$139K +10,000 New
CWC
72
Carolinas Wealth Consulting
North Carolina
$81.6K
BlackRock
73
BlackRock
New York
$69.4K
AP
74
Arlington Partners
Alabama
$38.7K +$38.7K +2,788 New
AIM
75
Anchor Investment Management
South Carolina
$34.7K