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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

34 hedge funds and large institutions have $200M invested in BlackRock Capital Allocation Term Trust in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
34
Holders Change
+7
Holders Change %
+25.93%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
12
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$102M
2
Bank of America
2
Bank of America
North Carolina
$39.5M
3
Wells Fargo
3
Wells Fargo
California
$7.52M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.01M
5
QP
5
Quilter Plc
United Kingdom
$728K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$27.9M
2
SPIA
2
Steward Partners Investment Advisory
New York
$0
3
IAIM
3
International Assets Investment Management
Florida
$0
4
WWM
4
Wagner Wealth Management
South Carolina
$11K
5
WS
5
Wedbush Securities
California
$1.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$102M 4,652,655 +855,847 +23%
Bank of America
2
Bank of America
North Carolina
$39.5M 1,806,143 +197,231 +12%
UBS Group
3
UBS Group
Switzerland
$27.9M 1,274,990 -154,266 -11%
Wells Fargo
4
Wells Fargo
California
$7.52M 343,543 +43,659 +15%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.06M 139,866 +30,976 +28%
CA
6
Corrado Advisors
New Jersey
$2.61M 119,271 +5,926 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.77M 81,023 +10,511 +15%
RJA
8
Raymond James & Associates
Florida
$1.66M 75,750 +7,057 +10%
PFGIA
9
Patriot Financial Group Insurance Agency
Massachusetts
$1.42M 65,000 – –
WS
10
Wedbush Securities
California
$1.37M 62,675 -1,350 -2%
Stifel Financial
11
Stifel Financial
Missouri
$1.29M 58,801 -109 -0.2%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$1.13M 51,613 +11,672 +29%
MC
13
Mathes Company
New York
$1.02M 46,750 +9,000 +24%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$1.01M 46,212 +38,461 +496%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$911K 41,641 +31,372 +306%
QP
16
Quilter Plc
United Kingdom
$728K 33,250 +33,250 New
Truist Financial
17
Truist Financial
North Carolina
$674K 30,783 -934 -3%
S
18
SignatureFD
Georgia
$563K 25,747 +374 +1%
WAM
19
Wolverine Asset Management
Illinois
$560K 25,620 +25,620 New
III
20
Independent Investors Inc
New York
$547K 25,000 – –
TA
21
Tiedemann Advisors
New York
$547K 25,000 – –
HighTower Advisors
22
HighTower Advisors
Illinois
$498K 22,748 +22,748 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$368K 16,798 +16,798 New
5L
24
55I LLC
Massachusetts
$328K 15,000 +15,000 New
BHA
25
Beech Hill Advisors
New York
$219K 10,000 +10,000 New
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