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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

91 hedge funds and large institutions have $680M invested in BlackRock Capital Allocation Term Trust in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 11 closing their positions.

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
29
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$272M
2
Invesco
2
Invesco
Georgia
$24.1M
3
KWM
3
Keebeck Wealth Management
Illinois
$6.11M
4
SIA
4
Sit Investment Associates
Minnesota
$11.2M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$38.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$2.49M
3
RJA
3
Raymond James & Associates
Florida
$9.87M
4
RCM
4
Rivernorth Capital Management
Florida
$79.5M
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$272M 16,333,600 +2,709,978 +20%
Morgan Stanley
2
Morgan Stanley
New York
$101M 6,038,075 -9,094,925 -60%
RCM
3
Rivernorth Capital Management
Florida
$79.5M 4,770,075 -160,592 -3%
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$38.1M 2,285,990 +133,758 +6%
UBS Group
5
UBS Group
Switzerland
$25.4M 1,524,241 -18,926 -1%
Invesco
6
Invesco
Georgia
$24.1M 1,448,476 +1,373,105 +1,822%
Bank of America
7
Bank of America
North Carolina
$16.5M 990,981 +65,044 +7%
Cohen & Steers
8
Cohen & Steers
New York
$13.3M 797,567 – –
SIA
9
Sit Investment Associates
Minnesota
$11.2M 675,085 +355,762 +111%
RJA
10
Raymond James & Associates
Florida
$9.87M 592,640 -240,749 -29%
Stifel Financial
11
Stifel Financial
Missouri
$9.4M 564,446 +75,654 +15%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$8.33M 499,946 -10,412 -2%
Wells Fargo
13
Wells Fargo
California
$8.2M 491,976 -3,119 -0.6%
KWM
14
Keebeck Wealth Management
Illinois
$6.11M 366,449 +366,449 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$3.79M 227,639 +1,950 +0.9%
AAM
16
Advisors Asset Management
Colorado
$3.15M 189,291 +15,763 +9%
AGM
17
Alpine Global Management
New York
$2.52M 151,000 +16,000 +12%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$2.49M 149,355 -253,676 -63%
PMG
19
Private Management Group
California
$2.46M 147,495 -3,160 -2%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.13M 127,800 -1,046 -0.8%
RVPG
21
Relative Value Partners Group
$1.89M 123,612 -1,238 -1%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.88M 113,038 +14,053 +14%
AIA
23
Absolute Investment Advisers
Florida
$1.75M 104,769 +104,769 New
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$1.68M 100,663 +72,598 +259%
MC
25
Mathes Company
New York
$1.56M 93,500 -2,250 -2%
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