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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

64 hedge funds and large institutions have $411M invested in BlackRock Capital Allocation Term Trust in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 22 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
64
Holders Change
+26
Holders Change %
+68.42%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
31
Increased
22
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$89.8M
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$35M
3
SIA
3
Sit Investment Associates
Minnesota
$12.8M
4
KIM
4
Karpus Investment Management
New York
$11.8M
5
Cohen & Steers
5
Cohen & Steers
New York
$7.37M

Top Sellers

1
CA
1
Corrado Advisors
New Jersey
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$89M
3
QP
3
Quilter Plc
United Kingdom
$0
4
S
4
SignatureFD
Georgia
$0
5
Ameriprise
5
Ameriprise
Minnesota
$405K
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$89.8M 4,618,335 +4,160,943 +910%
Morgan Stanley
2
Morgan Stanley
New York
$89M 4,577,771 -75,582 -2%
UBS Group
3
UBS Group
Switzerland
$45.5M 2,337,796 +207,767 +10%
Bank of America
4
Bank of America
North Carolina
$43.6M 2,239,344 +82,911 +4%
AWA
5
Amplius Wealth Advisors
Pennsylvania
$35M 1,797,431 +1,797,431 New
PPA
6
Parametric Portfolio Associates
Washington
$13.8M 711,830 +292,003 +70%
SIA
7
Sit Investment Associates
Minnesota
$12.8M 658,477 +658,477 New
KIM
8
Karpus Investment Management
New York
$11.8M 605,502 +605,502 New
Wells Fargo
9
Wells Fargo
California
$8.08M 415,185 +20,926 +5%
Cohen & Steers
10
Cohen & Steers
New York
$7.37M 378,658 +309,530 +448%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$7.31M 375,983 +52,936 +16%
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$4.45M 228,877 +228,877 New
Osaic Holdings
13
Osaic Holdings
Arizona
$3.86M 198,223 +112,236 +131%
WAM
14
Wolverine Asset Management
Illinois
$3.24M 166,327 +95,659 +135%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.12M 160,384 +15,872 +11%
WAM
16
Weiss Asset Management
Massachusetts
$2.64M 135,661 +135,661 New
RJA
17
Raymond James & Associates
Florida
$2.62M 134,620 +67,518 +101%
Stifel Financial
18
Stifel Financial
Missouri
$2.29M 117,664 +50,133 +74%
LSC
19
Logan Stone Capital
Illinois
$2.17M 111,488 +111,488 New
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$2.04M 104,836 +38,125 +57%
1CP
21
1607 Capital Partners
Virginia
$1.72M 88,300 +88,300 New
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$1.37M 70,618 +17,977 +34%
MC
23
Mathes Company
New York
$1.35M 69,250 -6,500 -9%
MIG
24
Mariner Investment Group
New York
$1.32M 67,826 +67,826 New
PFGIA
25
Patriot Financial Group Insurance Agency
Massachusetts
$1.28M 65,554 +554 +0.9%
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