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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

71 hedge funds and large institutions have $530M invested in BlackRock Capital Allocation Term Trust in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
71
Holders Change
–
Holders Change %
0%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
24
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$133M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$6.26M
3
WP
3
Woodline Partners
California
$8.01M
4
MC
4
Mathes Company
New York
$1.54M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$1.09M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$0
2
MP
2
Mangrove Partners
Connecticut
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$151M
4
Bank of America
4
Bank of America
North Carolina
$13.9M
5
RVPG
5
Relative Value Partners Group
$3.18M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$151M 9,905,663 -285,384 -3%
SCM
2
Saba Capital Management
New York
$133M 8,751,461 +2,824,220 +48%
RCM
3
Rivernorth Capital Management
Florida
$83.5M 5,474,800 -23,451 -0.4%
UBS Group
4
UBS Group
Switzerland
$21.8M 1,430,571 +4,151 +0.3%
RJA
5
Raymond James & Associates
Florida
$16.4M 1,076,581 +20,733 +2%
Bank of America
6
Bank of America
North Carolina
$13.9M 913,944 -258,768 -22%
Cohen & Steers
7
Cohen & Steers
New York
$12.1M 790,567 +51,796 +7%
AW
8
Atlas Wealth
Ohio
$8.36M 548,637 -1,888 -0.3%
Wells Fargo
9
Wells Fargo
California
$8.06M 528,521 -10,239 -2%
WP
10
Woodline Partners
California
$8.01M 525,011 +316,242 +151%
CCP
11
Clough Capital Partners
Massachusetts
$7.56M 495,530 +13,500 +3%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$6.48M 424,793 +8,360 +2%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$6.26M 410,660 +410,660 New
PCM
14
Penserra Capital Management
California
$5.47M 358,767 +22,362 +7%
Stifel Financial
15
Stifel Financial
Missouri
$4.79M 314,358 -14,867 -5%
1CP
16
1607 Capital Partners
Virginia
$3.27M 214,200 – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.23M 211,557 -2,367 -1%
RVPG
18
Relative Value Partners Group
$3.18M 208,756 -203,008 -49%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.87M 188,297 -56,129 -23%
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$2.55M 167,450 -186,499 -53%
AAM
21
Advisors Asset Management
Colorado
$2.51M 164,616 +8,292 +5%
PMG
22
Private Management Group
California
$2.36M 154,506 +2,757 +2%
LPL Financial
23
LPL Financial
California
$2.02M 132,320 +24,880 +23%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.86M 121,684 -6,852 -5%
MC
25
Mathes Company
New York
$1.54M 101,250 +101,250 New
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