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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

79 hedge funds and large institutions have $512M invested in BlackRock Capital Allocation Term Trust in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 6 closing their positions.

Holders
79
Holders Change
+8
Holders Change %
+11.27%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
23
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$149M
2
API
2
Advisor Partners II
California
$7.97M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$7.23M
4
Stifel Financial
4
Stifel Financial
Missouri
$5.44M
5
Goldman Sachs
5
Goldman Sachs
New York
$713K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$72.9M
2
WP
2
Woodline Partners
California
$1.39M
3
PCM
3
Penserra Capital Management
California
$0
4
CCP
4
Clough Capital Partners
Massachusetts
$3.84M
5
Morgan Stanley
5
Morgan Stanley
New York
$141M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$149M 10,259,217 +1,507,756 +17%
Morgan Stanley
2
Morgan Stanley
New York
$141M 9,759,218 -146,445 -1%
RCM
3
Rivernorth Capital Management
Florida
$72.9M 5,027,848 -446,952 -8%
UBS Group
4
UBS Group
Switzerland
$20.7M 1,426,529 -4,042 -0.3%
RJA
5
Raymond James & Associates
Florida
$15.3M 1,054,494 -22,087 -2%
Bank of America
6
Bank of America
North Carolina
$12.7M 876,152 -37,792 -4%
Cohen & Steers
7
Cohen & Steers
New York
$11.7M 807,567 +17,000 +2%
API
8
Advisor Partners II
California
$7.97M 549,792 +549,792 New
AW
9
Atlas Wealth
Ohio
$7.86M 542,642 -5,995 -1%
Rockefeller Capital Management
10
Rockefeller Capital Management
New York
$7.23M 499,160 +74,367 +18%
Wells Fargo
11
Wells Fargo
California
$7.11M 490,658 -37,863 -7%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$5.84M 403,031 -7,629 -2%
Stifel Financial
13
Stifel Financial
Missouri
$5.44M 375,164 +60,806 +19%
CCP
14
Clough Capital Partners
Massachusetts
$3.84M 264,930 -230,600 -47%
1CP
15
1607 Capital Partners
Virginia
$3.1M 214,200 – –
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.08M 212,207 +650 +0.3%
AAM
17
Advisors Asset Management
Colorado
$2.34M 161,247 -3,369 -2%
PMG
18
Private Management Group
California
$2.22M 153,516 -990 -0.6%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.96M 135,520 -52,777 -28%
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$1.91M 131,719 -35,731 -21%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.87M 128,956 +7,272 +6%
RVPG
22
Relative Value Partners Group
$1.82M 125,778 -82,978 -40%
MC
23
Mathes Company
New York
$1.47M 101,750 +500 +0.5%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.47M 101,155 +8,224 +9%
WP
25
Woodline Partners
California
$1.39M 95,820 -429,191 -82%
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