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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

27 hedge funds and large institutions have $111M invested in BlackRock Capital Allocation Term Trust in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+12
Holders Change %
+80%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
6
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$44.9M
2
Bank of America
Bank of America
North Carolina
$26.9M
3
UBS Group
UBS Group
Switzerland
$23.5M
4
Wells Fargo
Wells Fargo
California
$4.07M
5
Osaic Holdings
Osaic Holdings
Arizona
$1.45M

Top Sellers

1
TAM
TFG Asset Management
Cayman Islands
$0
2
RCM
Rivernorth Capital Management
Florida
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$43K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$44.9M +$32.1M +1,475,123 +250%
Bank of America
2
Bank of America
North Carolina
$26.9M +$24.2M +1,113,686 +928%
UBS Group
3
UBS Group
Switzerland
$23.5M +$14.2M +650,772 +152%
Wells Fargo
4
Wells Fargo
California
$4.07M +$2.61M +119,845 +179%
CA
5
Corrado Advisors
New Jersey
$2.11M +$68.9K +3,166 +3%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.45M +$1.45M +66,625 New
PFGIA
7
Patriot Financial Group Insurance Agency
Massachusetts
$1.42M – – –
WS
8
Wedbush Securities
California
$1.09M +$1.09M +50,060 New
Millennium Management
9
Millennium Management
New York
$670K +$670K +30,793 New
Truist Financial
10
Truist Financial
North Carolina
$601K +$601K +27,617 New
S
11
SignatureFD
Georgia
$544K – – –
TA
12
Tiedemann Advisors
New York
$544K – – –
III
13
Independent Investors Inc
New York
$544K – – –
MC
14
Mathes Company
New York
$490K +$76.2K +3,500 +18%
Stifel Financial
15
Stifel Financial
Missouri
$410K +$410K +18,851 New
RJA
16
Raymond James & Associates
Florida
$365K +$365K +16,775 New
UMC
17
United Maritime Capital
New York
$318K +$318K +14,625 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$275K +$275K +12,633 New
VF
19
Virtu Financial
New York
$257K +$257K +11,806 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$216K +$216K +9,944 New
BlackRock
21
BlackRock
New York
$109K – – –
PWM
22
Perigon Wealth Management
California
$76K +$76K +3,500 New
IAIM
23
International Assets Investment Management
Florida
$59K +$59K +2,700 New
TWP
24
TFO Wealth Partners
Ohio
$54K +$54K +2,500 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$43K -$129K -5,913 -75%
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