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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

71 hedge funds and large institutions have $501M invested in BlackRock Capital Allocation Term Trust in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-14
Holders Change %
-16.47%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
30
Reduced
14
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$89.7M
2
Morgan Stanley
Morgan Stanley
New York
$154M
3
WP
Woodline Partners
California
$3.16M
4
UBS Group
UBS Group
Switzerland
$21.6M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
$5.36M

Top Sellers

1
AC
Almitas Capital
California
$0
2
LSC
Logan Stone Capital
Illinois
$0
3
WAM
Wolverine Asset Management
Illinois
$0
4
WAM
Weiss Asset Management
Massachusetts
$0
5
RVPG
Relative Value Partners Group
$6.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Claro Advisors
Massachusetts
$254K +$254K +16,750 New
HH
52
Hilltop Holdings
Texas
$182K – – –
OC
53
Oppenheimer & Co
New York
$180K -$121 -8 -0.1%
DADC
54
D.A. Davidson & Co
Montana
$168K – – –
First Trust Advisors
55
First Trust Advisors
Illinois
$165K +$165K +10,876 New
SPIA
56
Steward Partners Investment Advisory
New York
$162K -$29.7K -1,962 -15%
JSW
57
Journey Strategic Wealth
New Jersey
$151K – – –
BlackRock
58
BlackRock
New York
$119K +$43.6K +2,881 +58%
CWC
59
Carolinas Wealth Consulting
North Carolina
$89.1K – – –
VCM
60
Versant Capital Management
Arizona
$75.7K +$75.7K +5,000 New
AIM
61
Anchor Investment Management
South Carolina
$37.9K – – –
WT
62
Washington Trust
Rhode Island
$30.3K – – –
BBPWM
63
Blue Bell Private Wealth Management
Pennsylvania
$24.3K -$170K -11,233 -88%
First Manhattan
64
First Manhattan
New York
$21.1K – – –
FCMT
65
Founders Capital Management (Texas)
Texas
$14K – – –
SCA
66
Stonebridge Capital Advisors
Minnesota
$7.57K +$7.57K +500 New
ME
67
McIlrath & Eck
Washington
$4.24K – – –
EC
68
Elequin Capital
New York
$3.39K -$1.17M -77,248 -100%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$3.24K +$980 +64,722 +43%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$2.53K +$2.53K +167 New
EWA
71
EverSource Wealth Advisors
Alabama
$2.45K – – –
AC
72
Almitas Capital
California
– -$12.8M -925,786 Closed
LSC
73
Logan Stone Capital
Illinois
– -$5.92M -426,871 Closed
WAM
74
Wolverine Asset Management
Illinois
– -$5.1M -367,418 Closed
WAM
75
Weiss Asset Management
Massachusetts
– -$3.74M -269,915 Closed
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