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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

91 hedge funds and large institutions have $680M invested in BlackRock Capital Allocation Term Trust in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 11 closing their positions.

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
29
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$272M
2
Invesco
2
Invesco
Georgia
$24.1M
3
KWM
3
Keebeck Wealth Management
Illinois
$6.11M
4
SIA
4
Sit Investment Associates
Minnesota
$11.2M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$38.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$2.49M
3
RJA
3
Raymond James & Associates
Florida
$9.87M
4
RCM
4
Rivernorth Capital Management
Florida
$79.5M
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IAA
51
Ironsides Asset Advisors
North Carolina
$485K 29,133 +3,606 +14%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$445K 26,700 +7,000 +36%
CA
53
Calton & Associates
Florida
$422K 25,310 -857 -3%
RJT
54
Raymond James Trust
Florida
$399K 23,932 +503 +2%
BBHC
55
Brown Brothers Harriman & Co
New York
$394K 23,650 – –
CP
56
Camelot Portfolios
Ohio
$392K 23,500 -1,000 -4%
Mariner
57
Mariner
Kansas
$374K 22,456 +22,456 New
PFS
58
Prospera Financial Services
Texas
$368K 22,064 +492 +2%
JSW
59
Journey Strategic Wealth
New Jersey
$337K 20,250 +10,250 +103%
RJFSA
60
Raymond James Financial Services Advisors
Florida
$306K 18,359 +141 +0.8%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$300K 18,011 -2,300 -11%
ERIC
62
Eagle Rock Investment Company
Georgia
$298K 17,902 +17,902 New
IAS
63
Insigneo Advisory Services
Florida
$297K 16,804 – –
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$277K 16,650 – –
CA
65
Claro Advisors
Massachusetts
$263K 15,802 -1,934 -11%
DS
66
DRW Securities
Illinois
$238K 14,300 +14,300 New
CCA
67
Childress Capital Advisors
Texas
$218K 13,100 – –
SPIS
68
Steward Partners Investment Solutions
Oregon
$205K 12,308 +12,308 New
ASN
69
Advisory Services Network
Georgia
$203K 12,203 -2,030 -14%
KIM
70
Karpus Investment Management
New York
$202K 12,150 -14,450 -54%
CCG
71
Catalina Capital Group
California
$196K 11,772 – –
VCM
72
Virtue Capital Management
Tennessee
$196K 12,500 +12,500 New
HH
73
Hilltop Holdings
Texas
$186K 11,167 -1,500 -12%
HIP
74
HUB Investment Partners
Texas
$167K 10,000 +10,000 New
Comerica Bank
75
Comerica Bank
Texas
$134K 8,028 -744 -8%
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