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BlackRock Capital Allocation Term Trust
BCAT

15 hedge funds and large institutions have $34.9M invested in BlackRock Capital Allocation Term Trust in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

1.71% more ownership

Funds ownership: 0% → 1.71% (+1.7%)

Holders
15
Holders Change
+15
Holders Change %
–
% of All Funds
0.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.9M
2
UBS Group
UBS Group
Switzerland
+$8.63M
3
TAM
TFG Asset Management
Cayman Islands
+$2.42M
4
Bank of America
Bank of America
North Carolina
+$2.42M
5
RCM
Rivernorth Capital Management
Florida
+$2.02M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.1M +$11.9M +589,207 New
UBS Group
2
UBS Group
Switzerland
$8.74M +$8.63M +427,210 New
TAM
3
TFG Asset Management
Cayman Islands
$2.46M +$2.42M +120,000 New
Bank of America
4
Bank of America
North Carolina
$2.45M +$2.42M +119,945 New
RCM
5
Rivernorth Capital Management
Florida
$2.05M +$2.02M +100,000 New
CA
6
Corrado Advisors
New Jersey
$1.92M +$1.9M +93,870 New
Wells Fargo
7
Wells Fargo
California
$1.37M +$1.36M +67,087 New
PFGIA
8
Patriot Financial Group Insurance Agency
Massachusetts
$1.33M +$1.31M +65,000 New
III
9
Independent Investors Inc
New York
$512K +$505K +25,000 New
S
10
SignatureFD
Georgia
$512K +$505K +25,000 New
TA
11
Tiedemann Advisors
New York
$512K +$505K +25,000 New
MC
12
Mathes Company
New York
$389K +$384K +19,000 New
HCA
13
Harbour Capital Advisors
Virginia
$358K +$354K +17,500 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$161K +$159K +7,885 New
BlackRock
15
BlackRock
New York
$102K +$101K +5,000 New

BCAT Hedge Fund Activity: Q3 2020 in Review

15 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in BlackRock Capital Allocation Term Trust (BCAT) for Q3 2020, worth a combined $34.9M.

Buyers outnumbered sellers: 15 funds opened new BCAT positions and 0 closed out — a net gain of 15 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $11.9M.

  • 15 institutional investors held BlackRock Capital Allocation Term Trust (BCAT) as of Q3 2020, up from 0 in Q2 2020.
  • Funds reported $34.9M of BlackRock Capital Allocation Term Trust stock for Q3 2020.
  • 15 funds opened new BlackRock Capital Allocation Term Trust positions in Q3 2020 and 0 closed out, a net change of +15 holders.
  • The largest BlackRock Capital Allocation Term Trust buyer in Q3 2020 was Morgan Stanley, an estimated $11.9M added.

Based on aggregated 13F filings for Q3 2020.