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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 %
SPIA
76
Steward Partners Investment Advisory
New York
$126K 7,583 +20 +0.3%
CWC
77
Carolinas Wealth Consulting
North Carolina
$98K 5,885 – –
BlackRock
78
BlackRock
New York
$83.3K 5,001 +1 +0%
VCM
79
Versant Capital Management
Arizona
$83.3K 5,000 – –
NS
80
NBC Securities
Alabama
$81K 4,888 -401 -8%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$58K 3,500 -655 -16%
C
82
Covestor
United Kingdom
$44K 2,651 – –
CA
83
CoreCap Advisors
Michigan
$33.3K 2,000 +2,000 New
First Manhattan
84
First Manhattan
New York
$23.2K 1,387 – –
FCMT
85
Founders Capital Management (Texas)
Texas
$15K 900 – –
GCM
86
Gables Capital Management
Florida
$14.6K 876 +876 New
RL
87
Rogco LP
Oklahoma
$12.5K 748 – –
BL
88
BFSG LLC
California
$8.16K 490 -2,251 -82%
AssetMark Inc
89
AssetMark Inc
California
$4.77K 286 +286 New
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$4.72K 283 +283 New
ME
91
McIlrath & Eck
Washington
$4.67K 280 – –
WAM
92
Wolverine Asset Management
Illinois
– – -119,919 Closed
ARC
93
Advisor Resource Council
Texas
– – -104,590 Closed
CCP
94
Clough Capital Partners
Massachusetts
– – -64,480 Closed
Walleye Capital
95
Walleye Capital
New York
– – -62,039 Closed
ARG
96
Advisory Resource Group
Oklahoma
– – -34,734 Closed
VF
97
Virtu Financial
New York
– – -21,039 Closed
IWC
98
Integrated Wealth Concepts
Massachusetts
– – -20,550 Closed
PAG
99
Private Advisor Group
New Jersey
– – -11,851 Closed
DADC
100
D.A. Davidson & Co
Montana
– – -11,125 Closed
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