BCAT icon

BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

92 hedge funds and large institutions have $425M invested in BlackRock Capital Allocation Term Trust in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
13
Increased
44
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$5.86M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.94M
3
Bank of America
Bank of America
North Carolina
+$1.79M
4
ARC
Advisor Resource Council
Texas
+$1.48M
5
PCM
Penserra Capital Management
California
+$1.44M

Top Sellers

1
SCM
Saba Capital Management
New York
-$26M
2
RCM
Rivernorth Capital Management
Florida
-$25.6M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
-$9.12M
4
CC
CF Capital
Massachusetts
-$7.5M
5
AGM
Alpine Global Management
New York
-$6.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
76
SOA Wealth Advisors
New York
$75.1K +$75.1K +75,069 New
ACM
77
Anfield Capital Management
California
$52.9K – – –
PTC
78
Private Trust Company
Ohio
$50.4K +$50.4K +3,500 New
NS
79
NBC Securities
Alabama
$43K +$43K +3,032 +151,600%
NWMP
80
Noble Wealth Management PBC
Colorado
$31.6K +$31.6K +2,191 New
WA
81
WPG Advisers
Maryland
$23.7K +$13K +906 +122%
AF
82
Advisornet Financial
Minnesota
$15.3K +$15.3K +1,062 New
FCMT
83
Founders Capital Management (Texas)
Texas
$13K – – –
GCM
84
Gables Capital Management
Florida
$12.6K – – –
AWM
85
Atticus Wealth Management
Florida
$11.2K – – –
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
RL
87
Rogco LP
Oklahoma
$10.8K – – –
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$6.9K +$6.9K +479 New
TJHA
89
Thomas J. Herzfeld Advisors
Florida
$6.19K -$3.05M -211,656 -100%
ME
90
McIlrath & Eck
Washington
$4.03K – – –
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$3.99K +$3.86K +268 +2,978%
AF
92
Allworth Financial
California
$222 +$14 +1 +7%
CC
93
CF Capital
Massachusetts
– -$7.5M -495,100 Closed
AGM
94
Alpine Global Management
New York
– -$6.82M -450,000 Closed
Jane Street
95
Jane Street
New York
– -$765K -50,496 Closed
LCM
96
Landscape Capital Management
New Jersey
– -$418K -27,610 Closed
AWM
97
Avior Wealth Management
Nebraska
– -$193K -12,757 Closed
BMO
98
Beck Mack & Oliver
New York
– -$189K -12,500 Closed
CCB
99
Cutter & Co Brokerage
Missouri
– -$158K -10,411 Closed
MPWT
100
MassMutual Private Wealth & Trust
Connecticut
– -$112K -7,382 Closed
1 2 3
4
5