BCAT icon

BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

85 hedge funds and large institutions have $659M invested in BlackRock Capital Allocation Term Trust in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 18 closing their positions.

Holders
85
Holders Change
-6
Holders Change %
-6.59%
% of All Funds
1.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
31
Reduced
25
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
Atlas Wealth
Ohio
$13M
2
KIM
2
Karpus Investment Management
New York
$3.13M
3
AGM
3
Alpine Global Management
New York
$4.59M
4
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$3.34M
5
Bank of America
5
Bank of America
North Carolina
$17.9M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.89M
2
Morgan Stanley
2
Morgan Stanley
New York
$91.9M
3
SIA
3
Sit Investment Associates
Minnesota
$5.41M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$33M
5
Invesco
5
Invesco
Georgia
$20.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
51
Calton & Associates
Florida
$419K 25,512 +202 +0.8%
CP
52
Camelot Portfolios
Ohio
$402K 24,500 +1,000 +4%
RJT
53
Raymond James Trust
Florida
$393K 23,932 – –
JSW
54
Journey Strategic Wealth
New Jersey
$390K 23,750 +3,500 +17%
PFS
55
Prospera Financial Services
Texas
$370K 22,556 +492 +2%
CAPTRUST Financial Advisors
56
CAPTRUST Financial Advisors
North Carolina
$323K 19,700 -7,000 -26%
Truist Financial
57
Truist Financial
North Carolina
$319K 19,450 +19,450 New
RJFSA
58
Raymond James Financial Services Advisors
Florida
$305K 18,558 +199 +1%
ERIC
59
Eagle Rock Investment Company
Georgia
$294K 17,902 – –
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$278K 16,950 -1,061 -6%
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$273K 16,650 – –
CA
62
Claro Advisors
Massachusetts
$259K 15,765 -37 -0.2%
VCM
63
Virtue Capital Management
Tennessee
$206K 12,500 – –
CCG
64
Catalina Capital Group
California
$194K 11,841 +69 +0.6%
HH
65
Hilltop Holdings
Texas
$191K 11,667 +500 +4%
Fisher Asset Management
66
Fisher Asset Management
Washington
$182K 11,108 +11,108 New
ASN
67
Advisory Services Network
Georgia
$167K 10,203 -2,000 -16%
HIP
68
HUB Investment Partners
Texas
$164K 10,000 – –
AA
69
Ancora Advisors
Ohio
$164K 10,000 +10,000 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$135K 8,205 +8,205 New
Comerica Bank
71
Comerica Bank
Texas
$129K 7,848 -180 -2%
SPIA
72
Steward Partners Investment Advisory
New York
$98.3K 5,993 -1,590 -21%
BlackRock
73
BlackRock
New York
$82.1K 5,000 -1 -0%
VCM
74
Versant Capital Management
Arizona
$82.1K 5,000 – –
NS
75
NBC Securities
Alabama
$81K 4,957 +69 +1%
1 2
3
4 5