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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

71 hedge funds and large institutions have $530M invested in BlackRock Capital Allocation Term Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
71
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
24
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$133M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$6.26M
3
WP
3
Woodline Partners
California
$8.01M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$1.09M
5
AGM
5
Alpine Global Management
New York
$904K

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$0
2
MP
2
Mangrove Partners
Connecticut
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$151M
4
Bank of America
4
Bank of America
North Carolina
$13.9M
5
RVPG
5
Relative Value Partners Group
$3.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$300K – – –
IAS
52
Insigneo Advisory Services
Florida
$284K +$8.44K +500 +3%
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$259K -$758K -49,714 -75%
CA
54
Claro Advisors
Massachusetts
$254K -$1.53K -100 -0.6%
ASN
55
Advisory Services Network
Georgia
$254K -$56.4K -3,700 -18%
DADC
56
D.A. Davidson & Co
Montana
$249K +$79.3K +5,200 +47%
Walleye Capital
57
Walleye Capital
New York
$198K +$198K +12,980 New
HH
58
Hilltop Holdings
Texas
$183K – – –
SPIA
59
Steward Partners Investment Advisory
New York
$163K – – –
JSW
60
Journey Strategic Wealth
New Jersey
$153K – – –
CWC
61
Carolinas Wealth Consulting
North Carolina
$89.7K – – –
BlackRock
62
BlackRock
New York
$76.3K -$43.9K -2,881 -37%
VCM
63
Versant Capital Management
Arizona
$76.3K – – –
BTI
64
Blue Trust Inc
Georgia
$46K +$46K +3,028 New
AIM
65
Anchor Investment Management
South Carolina
$38.1K – – –
First Manhattan
66
First Manhattan
New York
$21.3K – – –
FCMT
67
Founders Capital Management (Texas)
Texas
$13.7K – – –
ME
68
McIlrath & Eck
Washington
$4.27K – – –
GWS
69
Glassman Wealth Services
Virginia
$3.89K +$3.89K +255 New
EWA
70
EverSource Wealth Advisors
Alabama
$2.47K – – –
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$1.45K -$1.68M -110,149 -100%
Allspring Global Investments
72
Allspring Global Investments
North Carolina
– -$11.4M -751,203 Closed
MP
73
Mangrove Partners
Connecticut
– -$5.91M -390,667 Closed
MC
74
Matisse Capital
Oregon
– -$994K -65,640 Closed
WT
75
Washington Trust
Rhode Island
– -$30.3K -2,000 Closed
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