We are live on ! Find out more
BTZ icon

BlackRock Credit Allocation Income Trust
BTZ

93 hedge funds and large institutions have $420M invested in BlackRock Credit Allocation Income Trust in 2013 Q2 according to their latest regulatory filings, with 93 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

29.9% more ownership

Funds ownership: 0% → 29.9% (+30%)

Holders
93
Holders Change
+93
Holders Change %
–
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.16%
New
93
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$2.62M +$2.8M +201,900 New
TJHA
27
Thomas J. Herzfeld Advisors
Florida
$2.3M +$2.45M +176,893 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.76M +$1.88M +135,716 New
FAAS
29
First Allied Advisory Services
California
$1.75M +$1.88M +135,603 New
DIS
30
Diversified Investment Strategies
Louisiana
$1.24M +$1.33M +95,790 New
DA
31
Doliver Advisors
Texas
$999K +$1.07M +76,997 New
PNC
32
Park National Corp
Ohio
$924K +$986K +71,165 New
YMRC
33
Yorktown Management & Research Company
Virginia
$906K +$967K +69,790 New
GEM
34
Global Endowment Management
North Carolina
$866K +$924K +66,700 New
CS
35
Credit Suisse
Switzerland
$860K +$918K +66,293 New
RJA
36
Raymond James & Associates
Florida
$818K +$873K +62,983 New
First Trust Advisors
37
First Trust Advisors
Illinois
$749K +$799K +57,684 New
RJFSA
38
Raymond James Financial Services Advisors
Florida
$748K +$799K +57,653 New
SI
39
Stephens Inc
Arkansas
$703K +$751K +54,179 New
Citigroup
40
Citigroup
New York
$615K +$657K +47,403 New
IT
41
Independence Trust
Tennessee
$588K +$628K +45,312 New
PMG
42
ProVise Management Group
Florida
$580K +$619K +44,700 New
SKK
43
Shepherd Kaplan Krochuk
Massachusetts
$505K +$539K +38,913 New
VFS
44
VSR Financial Services
Kansas
$480K +$512K +36,973 New
CP
45
Camelot Portfolios
Ohio
$455K +$486K +35,085 New
US Bancorp
46
US Bancorp
Minnesota
$455K +$486K +35,111 New
HighTower Advisors
47
HighTower Advisors
Illinois
$448K +$478K +34,501 New
CHJWM
48
Carlton Hofferkamp & Jenks Wealth Management
Texas
$443K +$473K +34,150 New
FAT
49
First American Trust
California
$404K +$432K +31,155 New
VAM
50
Visium Asset Management
New York
$400K +$425K +30,703 New
1
2
3 4

BTZ Hedge Fund Activity: Q2 2013 in Review

93 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q2 2013, worth a combined $420M.

Buyers outnumbered sellers: 93 funds opened new BTZ positions and 0 closed out — a net gain of 93 holders — while 0 added to existing stakes and 0 trimmed.

  • 93 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $420M of BlackRock Credit Allocation Income Trust stock for Q2 2013.
  • 93 funds opened new BlackRock Credit Allocation Income Trust positions in Q2 2013 and 0 closed out, a net change of +93 holders.

Based on aggregated 13F filings for Q2 2013.