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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

90 hedge funds and large institutions have $511M invested in BlackRock Capital Allocation Term Trust in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 12 closing their positions.

Holders
90
Holders Change
+10
Holders Change %
+12.5%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
24
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CC
1
CF Capital
Massachusetts
$7.5M
2
Cohen & Steers
2
Cohen & Steers
New York
$14.3M
3
Raymond James Financial
3
Raymond James Financial
Florida
$3.16M
4
Bank of America
4
Bank of America
North Carolina
$17.9M
5
RAM
5
Readystate Asset Management
Illinois
$1.26M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$206M
2
RCM
2
Rivernorth Capital Management
Florida
$48.1M
3
KIM
3
Karpus Investment Management
New York
$0
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$11.2M
5
UBS Group
5
UBS Group
Switzerland
$23.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
76
BlackRock
New York
$75.8K 5,000 -841 -14%
ACM
77
Anfield Capital Management
California
$55.7K 3,674 +3,674 New
CIBC Private Wealth Group
78
CIBC Private Wealth Group
Georgia
$36.1K 2,331 +2,331 New
RMP
79
Richards, Merrill & Peterson
Washington
$30.3K 2,000 +2,000 New
FCMT
80
Founders Capital Management (Texas)
Texas
$13.6K 900 – –
GCM
81
Gables Capital Management
Florida
$13.3K 876 – –
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$12K 779 – –
AWM
83
Atticus Wealth Management
Florida
$11.8K 780 – –
RL
84
Rogco LP
Oklahoma
$11.3K 748 – –
WA
85
WPG Advisers
Maryland
$11.2K 740 +740 New
AssetMark Inc
86
AssetMark Inc
California
$4.33K 286 – –
ME
87
McIlrath & Eck
Washington
$4.24K 280 – –
AF
88
Allworth Financial
California
$233 15 +15 New
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$136 9 -141 -94%
NS
90
NBC Securities
Alabama
$45 2 -3,177 -100%
KIM
91
Karpus Investment Management
New York
– – -145,162 Closed
VF
92
Virtu Financial
New York
– – -25,941 Closed
KA
93
Kovack Advisors
Florida
– – -25,605 Closed
PFS
94
Prospera Financial Services
Texas
– – -23,693 Closed
Millennium Management
95
Millennium Management
New York
– – -19,389 Closed
BRWA
96
B. Riley Wealth Advisors
Florida
– – -14,485 Closed
CA
97
Claro Advisors
Massachusetts
– – -10,205 Closed
ASN
98
Advisory Services Network
Georgia
– – -10,203 Closed
ATS
99
Ashton Thomas Securities
New York
– – -9,500 Closed
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
– – -6,814 Closed
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