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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

113 hedge funds and large institutions have $617M invested in BlackRock Credit Allocation Income Trust in 2017 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
-2
Holders Change %
-1.74%
% of All Funds
2.82%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
9
Increased
47
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$18.6M
2
Bank of America
Bank of America
North Carolina
+$3.31M
3
KIM
Karpus Investment Management
New York
+$3.18M
4
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
+$1.76M
5
FFA
First Foundation Advisors
California
+$1.25M

Top Sellers

1
FWIA
Fort Washington Investment Advisors
Ohio
-$8.63M
2
SIA
Sit Investment Associates
Minnesota
-$6.14M
3
AWMS
Advocacy Wealth Management Services
Georgia
-$4.99M
4
RVPG
Relative Value Partners Group
-$1.36M
5
GEM
Global Endowment Management
North Carolina
-$1.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$3.11M – – –
PCP
27
Proficio Capital Partners
Massachusetts
$2.87M – – –
HighTower Advisors
28
HighTower Advisors
Illinois
$2.85M +$50.3K +3,703 +2%
ACM
29
Ashford Capital Management
Delaware
$2.24M +$14.7K +1,083 +0.7%
GC
30
Guggenheim Capital
Illinois
$1.92M -$42.2K -3,110 -2%
NVIM
31
New Vernon Investment Management
Illinois
$1.9M – – –
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.82M -$736K -54,246 -29%
RJA
33
Raymond James & Associates
Florida
$1.73M +$1.33K +98 +0.1%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.53M +$7.18K +529 +0.5%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$1.52M -$190K -14,000 -11%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.51M +$331K +24,409 +28%
JIP
37
Jaffetilchin Investment Partners
Florida
$1.42M +$49.2K +3,623 +4%
TJHA
38
Thomas J. Herzfeld Advisors
Florida
$1.31M +$40.7K +3,000 +3%
PMG
39
ProVise Management Group
Florida
$1.15M -$994K -73,233 -46%
AG
40
Advisor Group
Arizona
$1.08M +$88.6K +6,531 +9%
Stifel Financial
41
Stifel Financial
Missouri
$968K +$6.14K +455 +0.6%
WS
42
Wela Strategies
Georgia
$968K +$12.9K +953 +1%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$940K -$23.1K -1,705 -2%
ASN
44
Advisory Services Network
Georgia
$873K -$84.1K -6,198 -9%
PAG
45
Private Advisor Group
New Jersey
$842K +$58.8K +4,382 +8%
LPL Financial
46
LPL Financial
California
$840K +$32.8K +2,414 +4%
WS
47
Wedbush Securities
California
$770K -$848K -62,489 -52%
PVWM
48
Point View Wealth Management
New Jersey
$760K -$61.2K -4,509 -7%
HK
49
Horizon Kinetics
New York
$757K -$103K -7,563 -12%
Ameriprise
50
Ameriprise
Minnesota
$696K +$156K +11,471 +29%
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