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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

80 hedge funds and large institutions have $586M invested in BlackRock Capital Allocation Term Trust in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 36 reducing their positions, and 15 closing their positions.

Holders
80
Holders Change
-5
Holders Change %
-5.88%
% of All Funds
1.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
10
Increased
22
Reduced
36
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$15.9M
2
AGM
2
Alpine Global Management
New York
$7.4M
3
UBS Group
3
UBS Group
Switzerland
$26.8M
4
LPL Financial
4
LPL Financial
California
$1.51M
5
PIWA
5
Prevail Innovative Wealth Advisors
Kansas
$1.88M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$71.9M
2
RCM
2
Rivernorth Capital Management
Florida
$57.6M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$13.5M
4
AW
4
Atlas Wealth
Ohio
$0
5
SIA
5
Sit Investment Associates
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$265M 16,114,773 -218,827 -1%
Morgan Stanley
2
Morgan Stanley
New York
$71.9M 4,370,658 -1,231,401 -22%
RCM
3
Rivernorth Capital Management
Florida
$57.6M 3,500,484 -1,205,942 -26%
UBS Group
4
UBS Group
Switzerland
$26.8M 1,629,168 +110,986 +7%
Invesco
5
Invesco
Georgia
$20.9M 1,267,857 -4,389 -0.3%
Bank of America
6
Bank of America
North Carolina
$17.9M 1,085,308 -4,900 -0.4%
PCM
7
Penserra Capital Management
California
$15.9M 966,654 +966,654 New
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$13.5M 823,596 -1,185,492 -59%
Cohen & Steers
9
Cohen & Steers
New York
$11.9M 725,751 -116,816 -14%
Wells Fargo
10
Wells Fargo
California
$8.94M 543,541 +16,193 +3%
Stifel Financial
11
Stifel Financial
Missouri
$8.3M 504,414 -87,140 -15%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$7.46M 453,369 -106,827 -19%
AGM
13
Alpine Global Management
New York
$7.4M 450,000 +170,000 +61%
KWM
14
Keebeck Wealth Management
Illinois
$6.03M 366,797 +216 +0.1%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$3.52M 213,860 +10,220 +5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.34M 203,088 -22,019 -10%
AAM
17
Advisors Asset Management
Colorado
$3.06M 186,302 -14,926 -7%
KIM
18
Karpus Investment Management
New York
$2.39M 145,162 -45,676 -24%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$2.27M 137,984 +4,746 +4%
SA
20
Sanctuary Advisors
Indiana
$2.25M 139,902 -52,128 -27%
RJA
21
Raymond James & Associates
Florida
$2.24M 135,956 +20,513 +18%
PIWA
22
Prevail Innovative Wealth Advisors
Kansas
$1.88M 114,558 +26,062 +29%
First Trust Advisors
23
First Trust Advisors
Illinois
$1.78M 108,319 +7,036 +7%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.74M 105,950 -9,246 -8%
MC
25
Mathes Company
New York
$1.59M 96,500 +5,500 +6%
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