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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

27 hedge funds and large institutions have $163M invested in BlackRock Capital Allocation Term Trust in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 1 reducing their positions, and 7 closing their positions.

Holders
27
Holders Change
–
Holders Change %
0%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
1
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$77.9M
2
Bank of America
2
Bank of America
North Carolina
$33M
3
UBS Group
3
UBS Group
Switzerland
$29.3M
4
Wells Fargo
4
Wells Fargo
California
$6.16M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.24M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
UMC
2
United Maritime Capital
New York
$0
3
VF
3
Virtu Financial
New York
$0
4
PWM
4
Perigon Wealth Management
California
$0
5
TWP
5
TFO Wealth Partners
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$77.9M 3,796,808 +1,732,478 +84%
Bank of America
2
Bank of America
North Carolina
$33M 1,608,912 +375,281 +30%
UBS Group
3
UBS Group
Switzerland
$29.3M 1,429,256 +351,274 +33%
Wells Fargo
4
Wells Fargo
California
$6.16M 299,884 +112,952 +60%
CA
5
Corrado Advisors
New Jersey
$2.33M 113,345 +16,309 +17%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.24M 108,890 +108,890 New
Osaic Holdings
7
Osaic Holdings
Arizona
$1.44M 70,512 +3,887 +6%
RJA
8
Raymond James & Associates
Florida
$1.41M 68,693 +51,918 +309%
PFGIA
9
Patriot Financial Group Insurance Agency
Massachusetts
$1.33M 65,000 – –
WS
10
Wedbush Securities
California
$1.31M 64,025 +13,965 +28%
Stifel Financial
11
Stifel Financial
Missouri
$1.21M 58,910 +40,059 +213%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$820K 39,941 +27,308 +216%
MC
13
Mathes Company
New York
$775K 37,750 +15,250 +68%
Truist Financial
14
Truist Financial
North Carolina
$652K 31,717 +4,100 +15%
SPIA
15
Steward Partners Investment Advisory
New York
$625K 30,435 +30,435 New
S
16
SignatureFD
Georgia
$521K 25,373 +373 +1%
TA
17
Tiedemann Advisors
New York
$513K 25,000 – –
III
18
Independent Investors Inc
New York
$513K 25,000 – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$211K 10,269 +8,297 +421%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$200K 9,759 -185 -2%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$159K 7,751 +7,751 New
BlackRock
22
BlackRock
New York
$103K 5,000 – –
IAIM
23
International Assets Investment Management
Florida
$59K 2,700 – –
BAM
24
Barrett Asset Management
New York
$51K 2,500 +2,500 New
WWM
25
Wagner Wealth Management
South Carolina
$50K 2,430 +2,430 New
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