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BlackRock Capital Allocation Term Trust

80 hedge funds and large institutions have $586M invested in BlackRock Capital Allocation Term Trust in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 36 reducing their positions, and 15 closing their positions.

Holders
80
Holders Change
-5
Holders Change %
-5.88%
% of All Funds
1.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
10
Increased
22
Reduced
36
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Jane Street
51
Jane Street
New York
$301K 18,280 -8,293 -31%
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$300K 18,238 -9,660 -35%
ERIC
53
Eagle Rock Investment Company
Georgia
$294K 17,902
AWM
54
Avior Wealth Management
Nebraska
$286K 17,357 -16,816 -49%
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$274K 16,650
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$249K 15,150 -1,800 -11%
BRWA
57
B. Riley Wealth Advisors
Florida
$238K 14,485 +14,485 New
Walleye Capital
58
Walleye Capital
New York
$234K 14,237 +14,237 New
RJT
59
Raymond James Trust
Florida
$229K 13,932 -10,000 -42%
CA
60
CoreCap Advisors
Michigan
$207K 12,600 +10,600 +530%
P
61
&Partners
Tennessee
$183K 11,122 +11,122 New
SPIA
62
Steward Partners Investment Advisory
New York
$179K 10,889 +4,896 +82%
CA
63
Claro Advisors
Massachusetts
$168K 10,205 -5,560 -35%
ASN
64
Advisory Services Network
Georgia
$167K 10,203
HIP
65
HUB Investment Partners
Texas
$165K 10,000
ATS
66
Ashton Thomas Securities
New York
$156K 9,500 +9,500 New
Comerica Bank
67
Comerica Bank
Texas
$131K 7,969 +121 +2%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$112K 6,814 -1,391 -17%
BlackRock
69
BlackRock
New York
$96.1K 5,841 +841 +17%
NS
70
NBC Securities
Alabama
$52K 3,179 -1,778 -36%
C
71
Covestor
United Kingdom
$36K 2,173 -478 -18%
FCMT
72
Founders Capital Management (Texas)
Texas
$14.8K 900
GCM
73
Gables Capital Management
Florida
$14.4K 876
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$13K 779 +779 New
AWM
75
Atticus Wealth Management
Florida
$12.8K 780