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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

62 hedge funds and large institutions have $369M invested in BlackRock Capital Allocation Term Trust in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 15 closing their positions.

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
0.98%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
13
Increased
28
Reduced
14
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$41M
2
Morgan Stanley
2
Morgan Stanley
New York
$82.7M
3
Wells Fargo
3
Wells Fargo
California
$9.48M
4
PPA
4
Parametric Portfolio Associates
Washington
$14.3M
5
WAM
5
Wolverine Asset Management
Illinois
$5.2M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$32.7M
2
Bank of America
2
Bank of America
North Carolina
$32.8M
3
RCM
3
Rivernorth Capital Management
Florida
$72.7M
4
KIM
4
Karpus Investment Management
New York
$6.97M
5
WAM
5
Weiss Asset Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$82.7M 4,995,831 +418,060 +9%
RCM
2
Rivernorth Capital Management
Florida
$72.7M 4,387,187 -231,148 -5%
AWA
3
Amplius Wealth Advisors
Pennsylvania
$41M 2,478,092 +680,661 +38%
Bank of America
4
Bank of America
North Carolina
$32.8M 1,980,383 -258,961 -12%
UBS Group
5
UBS Group
Switzerland
$32.7M 1,972,662 -365,134 -16%
PPA
6
Parametric Portfolio Associates
Washington
$14.3M 862,490 +150,660 +21%
SIA
7
Sit Investment Associates
Minnesota
$12.9M 777,891 +119,414 +18%
Wells Fargo
8
Wells Fargo
California
$9.48M 572,617 +157,432 +38%
Cohen & Steers
9
Cohen & Steers
New York
$7.71M 465,588 +86,930 +23%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.55M 455,775 +79,792 +21%
KIM
11
Karpus Investment Management
New York
$6.97M 420,860 -184,642 -30%
WAM
12
Wolverine Asset Management
Illinois
$5.2M 313,882 +147,555 +89%
TJHA
13
Thomas J. Herzfeld Advisors
Florida
$5.09M 307,595 +78,718 +34%
RJA
14
Raymond James & Associates
Florida
$4.32M 260,872 +126,252 +94%
LSC
15
Logan Stone Capital
Illinois
$4.26M 257,515 +146,027 +131%
Osaic Holdings
16
Osaic Holdings
Arizona
$3.44M 291,559 +93,336 +47%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$2.92M 176,240 +71,404 +68%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.77M 166,979 +6,595 +4%
Stifel Financial
19
Stifel Financial
Missouri
$2.21M 133,434 +15,770 +13%
1CP
20
1607 Capital Partners
Virginia
$2.11M 127,200 +38,900 +44%
MC
21
Mathes Company
New York
$1.57M 94,500 +25,250 +36%
PCM
22
Penserra Capital Management
California
$1.53M 92,113 +92,113 New
MIG
23
Mariner Investment Group
New York
$1.47M 88,683 +20,857 +31%
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$1.09M 65,737 +183 +0.3%
TCA
25
Transcend Capital Advisors
New Jersey
$764K 46,150 +12,000 +35%
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