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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

69 hedge funds and large institutions have $378M invested in BlackRock Capital Allocation Term Trust in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 8 closing their positions.

Holders
69
Holders Change
+7
Holders Change %
+11.29%
% of All Funds
1.17%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
16
Increased
28
Reduced
14
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$108M
2
RCM
2
Rivernorth Capital Management
Florida
$72.6M
3
MP
3
Mangrove Partners
Connecticut
$5.72M
4
SIA
4
Sit Investment Associates
Minnesota
$17M
5
SCM
5
Saba Capital Management
New York
$3.73M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$23.4M
2
KIM
2
Karpus Investment Management
New York
$2.76M
3
Bank of America
3
Bank of America
North Carolina
$26M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$2.12M
5
Stifel Financial
5
Stifel Financial
Missouri
$1.45M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$108M 7,373,298 +2,377,467 +48%
RCM
2
Rivernorth Capital Management
Florida
$72.6M 4,953,293 +566,106 +13%
AWA
3
Amplius Wealth Advisors
Pennsylvania
$38M 2,590,513 +112,421 +5%
Bank of America
4
Bank of America
North Carolina
$26M 1,776,066 -204,317 -10%
UBS Group
5
UBS Group
Switzerland
$23.4M 1,599,168 -373,494 -19%
SIA
6
Sit Investment Associates
Minnesota
$17M 1,159,280 +381,389 +49%
Wells Fargo
7
Wells Fargo
California
$8.64M 589,849 +17,232 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.02M 547,597 +91,822 +20%
Cohen & Steers
9
Cohen & Steers
New York
$7.46M 509,507 +43,919 +9%
LSC
10
Logan Stone Capital
Illinois
$6.24M 426,126 +168,611 +65%
RJA
11
Raymond James & Associates
Florida
$6.01M 410,356 +149,484 +57%
MP
12
Mangrove Partners
Connecticut
$5.72M 390,667 +390,667 New
WAM
13
Wolverine Asset Management
Illinois
$5.1M 348,137 +34,255 +11%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$4.62M 315,122 +138,882 +79%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$4.54M 309,844 +2,249 +0.7%
SCM
16
Saba Capital Management
New York
$3.73M 254,898 +254,898 New
KIM
17
Karpus Investment Management
New York
$2.76M 189,545 -231,315 -55%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.74M 187,285 +20,306 +12%
1CP
19
1607 Capital Partners
Virginia
$2.61M 178,100 +50,900 +40%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$2.46M 167,800 +167,800 New
Osaic Holdings
21
Osaic Holdings
Arizona
$2.12M 144,582 -146,977 -50%
ARC
22
Advisor Resource Council
Texas
$1.7M 116,096 +116,096 New
Stifel Financial
23
Stifel Financial
Missouri
$1.45M 98,910 -34,524 -26%
PCM
24
Penserra Capital Management
California
$1.33M 90,604 -1,509 -2%
H6H
25
Hightower 6M Holding
Kansas
$1.31M 89,681 +89,681 New
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