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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

85 hedge funds and large institutions have $453M invested in BlackRock Capital Allocation Term Trust in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 10 closing their positions.

Holders
85
Holders Change
+9
Holders Change %
+11.84%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
23
Increased
30
Reduced
20
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$58.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$136M
3
RJA
3
Raymond James & Associates
Florida
$13.6M
4
AW
4
Atlas Wealth
Ohio
$7.92M
5
AC
5
Almitas Capital
California
$12.8M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$330K
2
AWA
2
Amplius Wealth Advisors
Pennsylvania
$3.32M
3
Bank of America
3
Bank of America
North Carolina
$16.3M
4
UBS Group
4
UBS Group
Switzerland
$18M
5
KIM
5
Karpus Investment Management
New York
$591K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$136M 9,792,232 +1,402,023 +17%
RCM
2
Rivernorth Capital Management
Florida
$75.2M 5,424,933 +247,707 +5%
SCM
3
Saba Capital Management
New York
$58.6M 4,226,095 +3,099,777 +275%
UBS Group
4
UBS Group
Switzerland
$18M 1,296,005 -345,239 -21%
Bank of America
5
Bank of America
North Carolina
$16.3M 1,171,657 -443,753 -27%
RJA
6
Raymond James & Associates
Florida
$13.6M 982,205 +578,157 +143%
AC
7
Almitas Capital
California
$12.8M 925,786 +522,673 +130%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$10.9M 785,178 +389,709 +99%
Cohen & Steers
9
Cohen & Steers
New York
$9.39M 677,301 +18,841 +3%
AW
10
Atlas Wealth
Ohio
$7.92M 571,312 +571,312 New
RVPG
11
Relative Value Partners Group
$6.9M 497,819 +345,980 +228%
Wells Fargo
12
Wells Fargo
California
$6.89M 496,428 -180,809 -27%
LSC
13
Logan Stone Capital
Illinois
$5.92M 426,871 -51,758 -11%
CCP
14
Clough Capital Partners
Massachusetts
$5.67M 408,700 +408,700 New
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$5.66M 408,367 +59,360 +17%
MP
16
Mangrove Partners
Connecticut
$5.42M 390,667 – –
PCM
17
Penserra Capital Management
California
$5.37M 386,814 +34,747 +10%
WAM
18
Wolverine Asset Management
Illinois
$5.1M 367,418 +65,752 +22%
Stifel Financial
19
Stifel Financial
Missouri
$3.95M 285,127 +193,655 +212%
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$3.75M 270,013 -9,345 -3%
WAM
21
Weiss Asset Management
Massachusetts
$3.74M 269,915 +269,915 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.45M 248,842 +9,820 +4%
AWA
23
Amplius Wealth Advisors
Pennsylvania
$3.32M 239,049 -1,285,266 -84%
1CP
24
1607 Capital Partners
Virginia
$2.97M 214,200 +36,100 +20%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$2.07M 149,202 -81,620 -35%
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