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BlackRock Capital Allocation Term Trust

38 hedge funds and large institutions have $237M invested in BlackRock Capital Allocation Term Trust in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$94M 4,653,353 +698 +0%
Bank of America
2
Bank of America
North Carolina
$43.6M 2,156,433 +350,290 +19%
UBS Group
3
UBS Group
Switzerland
$43M 2,130,029 +855,039 +67%
RCM
4
Rivernorth Capital Management
Florida
$9.24M 457,392 +457,392 New
PPA
5
Parametric Portfolio Associates
Washington
$8.48M 419,827 +419,827 New
Wells Fargo
6
Wells Fargo
California
$7.96M 394,259 +50,716 +15%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.53M 323,047 +281,406 +676%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.92M 144,512 +4,646 +3%
CA
9
Corrado Advisors
New Jersey
$2.35M 116,317 -2,954 -2%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.73M 85,987 +4,964 +6%
MC
11
Mathes Company
New York
$1.53M 75,750 +29,000 +62%
WAM
12
Wolverine Asset Management
Illinois
$1.43M 70,668 +45,048 +176%
Cohen & Steers
13
Cohen & Steers
New York
$1.4M 69,128 +69,128 New
Stifel Financial
14
Stifel Financial
Missouri
$1.36M 67,531 +8,730 +15%
RJA
15
Raymond James & Associates
Florida
$1.36M 67,102 -8,648 -11%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$1.35M 66,711 +20,499 +44%
PFGIA
17
Patriot Financial Group Insurance Agency
Massachusetts
$1.31M 65,000
WS
18
Wedbush Securities
California
$1.27M 62,675
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.06M 52,641 +1,028 +2%
Ameriprise
20
Ameriprise
Minnesota
$818K 40,495 +31,093 +331%
QP
21
Quilter Plc
United Kingdom
$672K 33,250
Truist Financial
22
Truist Financial
North Carolina
$610K 30,183 -600 -2%
S
23
SignatureFD
Georgia
$528K 26,121 +374 +1%
III
24
Independent Investors Inc
New York
$505K 25,000
RJFSA
25
Raymond James Financial Services Advisors
Florida
$340K 16,846 +48 +0.3%