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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
SA
2
Sanctuary Advisors
Indiana
$2.97M
3
KIM
3
Karpus Investment Management
New York
$3.13M
4
AGM
4
Alpine Global Management
New York
$4.59M
5
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$3.34M

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 %
C
76
Covestor
United Kingdom
$44K 2,651 – –
CA
77
CoreCap Advisors
Michigan
$32.8K 2,000 – –
FCMT
78
Founders Capital Management (Texas)
Texas
$14.8K 900 – –
GCM
79
Gables Capital Management
Florida
$14.4K 876 – –
AWM
80
Atticus Wealth Management
Florida
$12.8K 780 +780 New
RL
81
Rogco LP
Oklahoma
$12.3K 748 – –
CP
82
Castleview Partners
Texas
$8.81K 537 +537 New
AssetMark Inc
83
AssetMark Inc
California
$4.69K 286 – –
ME
84
McIlrath & Eck
Washington
$4.6K 280 – –
JPMorgan Chase & Co
85
JPMorgan Chase & Co
New York
$3K 183 -100 -35%
PMG
86
Private Management Group
California
– – -147,495 Closed
RVPG
87
Relative Value Partners Group
– – -123,612 Closed
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
– – -84,178 Closed
1CP
89
1607 Capital Partners
Virginia
– – -83,928 Closed
PI
90
PFG Investments
New York
– – -79,479 Closed
LCM
91
Landscape Capital Management
New Jersey
– – -72,776 Closed
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
– – -36,431 Closed
MTIM
93
Marathon Trading Investment Management
Pennsylvania
– – -30,000 Closed
IAA
94
Ironsides Asset Advisors
North Carolina
– – -29,133 Closed
BBHC
95
Brown Brothers Harriman & Co
New York
– – -23,650 Closed
Mariner
96
Mariner
Kansas
– – -22,456 Closed
IAS
97
Insigneo Advisory Services
Florida
– – -16,804 Closed
DS
98
DRW Securities
Illinois
– – -14,300 Closed
CCA
99
Childress Capital Advisors
Texas
– – -13,100 Closed
CWC
100
Carolinas Wealth Consulting
North Carolina
– – -5,885 Closed
1 2 3
4
5