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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

79 hedge funds and large institutions have $512M invested in BlackRock Capital Allocation Term Trust in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 6 closing their positions.

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
23
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$149M
2
API
2
Advisor Partners II
California
$7.97M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$7.23M
4
Stifel Financial
4
Stifel Financial
Missouri
$5.44M
5
Goldman Sachs
5
Goldman Sachs
New York
$713K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$72.9M
2
WP
2
Woodline Partners
California
$1.39M
3
PCM
3
Penserra Capital Management
California
$0
4
CCP
4
Clough Capital Partners
Massachusetts
$3.84M
5
Morgan Stanley
5
Morgan Stanley
New York
$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$329K +$43.8K +3,021 +15%
SIA
52
SkyView Investment Advisors
New Jersey
$324K – – –
KIM
53
Karpus Investment Management
New York
$322K -$2.54K -175 -0.8%
Millennium Management
54
Millennium Management
New York
$317K +$317K +21,870 New
OC
55
Oppenheimer & Co
New York
$308K -$29.3K -2,019 -9%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$300K -$24.1K -1,669 -7%
IAS
57
Insigneo Advisory Services
Florida
$272K – – –
EC
58
Elequin Capital
New York
$260K +$260K +17,913 New
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$241K -$4.45K -307 -2%
CA
60
Claro Advisors
Massachusetts
$234K -$7.49K -517 -3%
ASN
61
Advisory Services Network
Georgia
$206K -$34.8K -2,404 -14%
PFS
62
Prospera Financial Services
Texas
$201K +$201K +13,882 New
CCA
63
Childress Capital Advisors
Texas
$190K +$190K +13,100 New
SPIA
64
Steward Partners Investment Advisory
New York
$188K +$32.5K +2,245 +21%
HH
65
Hilltop Holdings
Texas
$184K +$9.67K +667 +6%
DADC
66
D.A. Davidson & Co
Montana
$157K -$79.7K -5,500 -34%
Comerica Bank
67
Comerica Bank
Texas
$153K +$153K +10,571 New
JSW
68
Journey Strategic Wealth
New Jersey
$145K – – –
CCP
69
Carmel Capital Partners
California
$109K +$109K +7,500 New
BBPWM
70
Blue Bell Private Wealth Management
Pennsylvania
$86.9K +$86.9K +6,000 New
CWC
71
Carolinas Wealth Consulting
North Carolina
$82.3K – – –
NS
72
NBC Securities
Alabama
$76K +$76K +5,252 New
VCM
73
Versant Capital Management
Arizona
$72.5K – – –
AIM
74
Anchor Investment Management
South Carolina
$36.2K – – –
First Manhattan
75
First Manhattan
New York
$20.2K – – –
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