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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

76 hedge funds and large institutions have $383M invested in BlackRock Capital Allocation Term Trust in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
76
Holders Change
+7
Holders Change %
+10.14%
% of All Funds
1.31%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
13
Increased
28
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$114M
2
SCM
2
Saba Capital Management
New York
$15.3M
3
AC
3
Almitas Capital
California
$5.49M
4
SIA
4
Sit Investment Associates
Minnesota
$20.3M
5
PCM
5
Penserra Capital Management
California
$4.79M

Top Sellers

1
AWA
1
Amplius Wealth Advisors
Pennsylvania
$20.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$3.25M
3
Bank of America
3
Bank of America
North Carolina
$22M
4
ARC
4
Advisor Resource Council
Texas
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.16M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$114M 8,390,209 +1,016,911 +14%
RCM
2
Rivernorth Capital Management
Florida
$70.5M 5,177,226 +223,933 +5%
UBS Group
3
UBS Group
Switzerland
$22.3M 1,641,244 +42,076 +3%
Bank of America
4
Bank of America
North Carolina
$22M 1,615,410 -160,656 -9%
AWA
5
Amplius Wealth Advisors
Pennsylvania
$20.7M 1,524,315 -1,066,198 -41%
SIA
6
Sit Investment Associates
Minnesota
$20.3M 1,488,108 +328,828 +28%
SCM
7
Saba Capital Management
New York
$15.3M 1,126,318 +871,420 +342%
Wells Fargo
8
Wells Fargo
California
$9.22M 677,237 +87,388 +15%
Cohen & Steers
9
Cohen & Steers
New York
$8.96M 658,460 +148,953 +29%
LSC
10
Logan Stone Capital
Illinois
$6.51M 478,629 +52,503 +12%
RJA
11
Raymond James & Associates
Florida
$5.5M 404,048 -6,308 -2%
AC
12
Almitas Capital
California
$5.49M 403,113 +390,296 +3,045%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$5.38M 395,469 +227,669 +136%
MP
14
Mangrove Partners
Connecticut
$5.32M 390,667 – –
PCM
15
Penserra Capital Management
California
$4.79M 352,067 +261,463 +289%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$4.75M 349,007 +33,885 +11%
KIM
17
Karpus Investment Management
New York
$4.55M 334,270 +144,725 +76%
WAM
18
Wolverine Asset Management
Illinois
$4.11M 301,666 -46,471 -13%
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$3.8M 279,358 -30,486 -10%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.25M 239,022 -308,575 -56%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$3.14M 230,822 +43,537 +23%
1CP
22
1607 Capital Partners
Virginia
$2.42M 178,100 – –
RVPG
23
Relative Value Partners Group
$2.07M 151,839 +71,851 +90%
AAM
24
Advisors Asset Management
Colorado
$1.28M 94,281 +33,096 +54%
Stifel Financial
25
Stifel Financial
Missouri
$1.25M 91,472 -7,438 -8%
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