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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

115 hedge funds and large institutions have $605M invested in BlackRock Credit Allocation Income Trust in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
2.87%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
13
Increased
42
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$10.6M
2
SIA
Sit Investment Associates
Minnesota
+$5.95M
3
PPA
Parametric Portfolio Associates
Washington
+$5.34M
4
Bank of America
Bank of America
North Carolina
+$3.69M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.03M

Top Sellers

1
FWIA
Fort Washington Investment Advisors
Ohio
-$8.45M
2
RCM
Rivernorth Capital Management
Florida
-$3.73M
3
AWMS
Advocacy Wealth Management Services
Georgia
-$2.78M
4
LPL Financial
LPL Financial
California
-$2.34M
5
FFA
First Foundation Advisors
California
-$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$3.08M +$3.03M +225,000 +5,625%
PCP
27
Proficio Capital Partners
Massachusetts
$2.85M -$282K -20,888 -9%
HighTower Advisors
28
HighTower Advisors
Illinois
$2.77M +$171K +12,715 +7%
FFA
29
First Foundation Advisors
California
$2.64M -$1.49M -110,418 -36%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$2.53M +$730K +54,246 +41%
ACM
31
Ashford Capital Management
Delaware
$2.21M +$142K +10,540 +7%
PMG
32
ProVise Management Group
Florida
$2.12M -$304K -22,583 -13%
GC
33
Guggenheim Capital
Illinois
$1.94M -$359K -26,709 -16%
NVIM
34
New Vernon Investment Management
Illinois
$1.89M – – –
RJA
35
Raymond James & Associates
Florida
$1.72M -$786K -58,468 -31%
CRC
36
Curi RMB Capital
Illinois
$1.7M -$534K -39,725 -24%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$1.7M -$67.3K -5,000 -4%
EDRIA
38
Edmonds Duncan Registered Investment Advisors
Kansas
$1.62M +$103K +7,669 +7%
WS
39
Wedbush Securities
California
$1.6M +$68.1K +5,065 +4%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.51M -$156K -11,576 -9%
JIP
41
Jaffetilchin Investment Partners
Florida
$1.35M +$21.1K +1,571 +2%
GEM
42
Global Endowment Management
North Carolina
$1.35M – – –
TJHA
43
Thomas J. Herzfeld Advisors
Florida
$1.26M -$43.2K -3,215 -3%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.17M +$1.17M +86,617 New
AG
45
Advisor Group
Arizona
$986K +$19.7K +1,464 +2%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$954K -$284K -21,107 -23%
Stifel Financial
47
Stifel Financial
Missouri
$950K +$20.2K +1,517 +2%
ASN
48
Advisory Services Network
Georgia
$948K +$6.44K +479 +0.7%
WS
49
Wela Strategies
Georgia
$947K +$5.49K +408 +0.6%
HK
50
Horizon Kinetics
New York
$852K -$5.69K -423 -0.7%
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