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BlackRock Capital Allocation Term Trust
BCAT

Overview Fund Activity

92 hedge funds and large institutions have $425M invested in BlackRock Capital Allocation Term Trust in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+2
Holders Change %
+2.22%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
13
Increased
44
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$5.86M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.94M
3
Bank of America
Bank of America
North Carolina
+$1.79M
4
ARC
Advisor Resource Council
Texas
+$1.48M
5
PCM
Penserra Capital Management
California
+$1.44M

Top Sellers

1
SCM
Saba Capital Management
New York
-$26M
2
RCM
Rivernorth Capital Management
Florida
-$25.6M
3
Pathstone Holdings
Pathstone Holdings
New Jersey
-$9.12M
4
CC
CF Capital
Massachusetts
-$7.5M
5
AGM
Alpine Global Management
New York
-$6.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$170M -$26M -1,807,746 -13%
Morgan Stanley
2
Morgan Stanley
New York
$60.2M -$1.78M -123,494 -3%
RCM
3
Rivernorth Capital Management
Florida
$20.1M -$25.6M -1,780,833 -56%
UBS Group
4
UBS Group
Switzerland
$19.9M -$2.27M -157,913 -10%
Cohen & Steers
5
Cohen & Steers
New York
$19.5M +$5.86M +407,000 +43%
Bank of America
6
Bank of America
North Carolina
$18.8M +$1.79M +124,345 +11%
Invesco
7
Invesco
Georgia
$18.6M -$301K -20,879 -2%
PCM
8
Penserra Capital Management
California
$16.4M +$1.44M +100,038 +10%
Stifel Financial
9
Stifel Financial
Missouri
$8.54M +$835K +57,964 +11%
Wells Fargo
10
Wells Fargo
California
$7.74M +$407K +28,248 +6%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$6.94M -$17.2K -1,197 -0.2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.17M +$4.94M +343,154 +402%
KWM
13
Keebeck Wealth Management
Illinois
$5.24M -$45.6K -3,166 -0.9%
Raymond James Financial
14
Raymond James Financial
Florida
$4.07M +$1.06M +73,872 +35%
AAM
15
Advisors Asset Management
Colorado
$3.43M +$661K +45,925 +24%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$2.85M +$265K +18,424 +10%
LPL Financial
17
LPL Financial
California
$2.73M +$1.01M +70,021 +59%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.37M +$153K +10,594 +7%
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$2.22M -$9.12M -591,123 -80%
WAM
20
Wolverine Asset Management
Illinois
$1.64M +$455K +31,629 +38%
PIWA
21
Prevail Innovative Wealth Advisors
Kansas
$1.6M +$62.2K +4,319 +4%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.58M +$213K +14,807 +16%
MC
23
Mathes Company
New York
$1.52M -$61.9K -4,300 -4%
ARC
24
Advisor Resource Council
Texas
$1.48M +$1.48M +102,944 New
First Trust Advisors
25
First Trust Advisors
Illinois
$1.33M -$309K -21,429 -19%
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