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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

90 hedge funds and large institutions have $511M invested in BlackRock Capital Allocation Term Trust in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 12 closing their positions.

Holders
90
Holders Change
+10
Holders Change %
+12.5%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
24
Reduced
27
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CC
1
CF Capital
Massachusetts
$7.5M
2
Cohen & Steers
2
Cohen & Steers
New York
$14.3M
3
Raymond James Financial
3
Raymond James Financial
Florida
$3.16M
4
Bank of America
4
Bank of America
North Carolina
$17.9M
5
RAM
5
Readystate Asset Management
Illinois
$1.26M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$206M
2
RCM
2
Rivernorth Capital Management
Florida
$48.1M
3
KIM
3
Karpus Investment Management
New York
$0
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$11.2M
5
UBS Group
5
UBS Group
Switzerland
$23.3M
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$206M 13,617,277 -2,497,496 -15%
Morgan Stanley
2
Morgan Stanley
New York
$65.2M 4,304,305 -66,353 -2%
RCM
3
Rivernorth Capital Management
Florida
$48.1M 3,174,158 -326,326 -9%
UBS Group
4
UBS Group
Switzerland
$23.3M 1,541,071 -88,097 -5%
Invesco
5
Invesco
Georgia
$19.9M 1,311,945 +44,088 +3%
Bank of America
6
Bank of America
North Carolina
$17.9M 1,183,518 +98,210 +9%
PCM
7
Penserra Capital Management
California
$15.7M 1,036,473 +69,819 +7%
Cohen & Steers
8
Cohen & Steers
New York
$14.3M 943,751 +218,000 +30%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$11.2M 734,842 -88,754 -11%
Stifel Financial
10
Stifel Financial
Missouri
$8.1M 534,778 +30,364 +6%
Wells Fargo
11
Wells Fargo
California
$7.71M 509,035 -34,506 -6%
CC
12
CF Capital
Massachusetts
$7.5M 495,100 +495,100 New
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$7.32M 483,195 +29,826 +7%
AGM
14
Alpine Global Management
New York
$6.82M 450,000 – –
KWM
15
Keebeck Wealth Management
Illinois
$5.56M 367,036 +239 +0.1%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$3.21M 212,086 -1,774 -0.8%
Raymond James Financial
17
Raymond James Financial
Florida
$3.16M 208,631 +208,631 New
AAM
18
Advisors Asset Management
Colorado
$2.91M 192,327 +6,025 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$2.72M 179,733 -23,355 -11%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.33M 153,798 +15,814 +11%
LPL Financial
21
LPL Financial
California
$1.81M 119,635 +27,602 +30%
First Trust Advisors
22
First Trust Advisors
Illinois
$1.72M 113,619 +5,300 +5%
MC
23
Mathes Company
New York
$1.66M 109,800 +13,300 +14%
SA
24
Sanctuary Advisors
Indiana
$1.62M 104,707 -35,195 -25%
PIWA
25
Prevail Innovative Wealth Advisors
Kansas
$1.62M 106,854 -7,704 -7%
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