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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

71 hedge funds and large institutions have $501M invested in BlackRock Capital Allocation Term Trust in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 14 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
-14
Holders Change %
-16.47%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
9
Increased
30
Reduced
14
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
$89.7M
2
Morgan Stanley
Morgan Stanley
New York
$154M
3
WP
Woodline Partners
California
$3.16M
4
UBS Group
UBS Group
Switzerland
$21.6M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
$5.36M

Top Sellers

1
AC
Almitas Capital
California
$0
2
LSC
Logan Stone Capital
Illinois
$0
3
WAM
Wolverine Asset Management
Illinois
$0
4
WAM
Weiss Asset Management
Massachusetts
$0
5
RVPG
Relative Value Partners Group
$6.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$154M +$6.04M +398,815 +4%
SCM
2
Saba Capital Management
New York
$89.7M +$25.8M +1,701,146 +40%
RCM
3
Rivernorth Capital Management
Florida
$83.2M +$1.11M +73,318 +1%
UBS Group
4
UBS Group
Switzerland
$21.6M +$1.97M +130,415 +10%
Bank of America
5
Bank of America
North Carolina
$17.8M +$16K +1,055 +0.1%
RJA
6
Raymond James & Associates
Florida
$16M +$1.11M +73,643 +7%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$11.4M -$514K -33,975 -4%
Cohen & Steers
8
Cohen & Steers
New York
$11.2M +$931K +61,470 +9%
AW
9
Atlas Wealth
Ohio
$8.33M -$315K -20,787 -4%
Wells Fargo
10
Wells Fargo
California
$8.16M +$641K +42,332 +9%
CCP
11
Clough Capital Partners
Massachusetts
$7.3M +$1.11M +73,330 +18%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$6.3M +$122K +8,066 +2%
RVPG
13
Relative Value Partners Group
$6.23M -$1.3M -86,055 -17%
MP
14
Mangrove Partners
Connecticut
$5.91M – – –
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$5.36M +$1.27M +83,936 +31%
PCM
16
Penserra Capital Management
California
$5.09M -$763K -50,409 -13%
Stifel Financial
17
Stifel Financial
Missouri
$4.98M +$668K +44,098 +15%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$3.7M -$66.8K -4,416 -2%
1CP
19
1607 Capital Partners
Virginia
$3.24M – – –
WP
20
Woodline Partners
California
$3.16M +$3.16M +208,769 New
AWA
21
Amplius Wealth Advisors
Pennsylvania
$2.43M -$1.19M -78,439 -33%
AAM
22
Advisors Asset Management
Colorado
$2.37M +$507K +33,462 +27%
PMG
23
Private Management Group
California
$2.3M +$255K +16,817 +12%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.95M +$77.7K +5,135 +4%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$1.67M +$1.1M +72,968 +196%
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