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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

131 hedge funds and large institutions have $631M invested in BlackRock Credit Allocation Income Trust in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+18
Holders Change %
+15.93%
% of All Funds
2.98%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
27
Increased
45
Reduced
37
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$18.3M
2
SEI Investments
SEI Investments
Pennsylvania
+$4.26M
3
Morgan Stanley
Morgan Stanley
New York
+$1.74M
4
PPA
Parametric Portfolio Associates
Washington
+$1.56M
5
SIA
Sit Investment Associates
Minnesota
+$1.06M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$3.03M
2
Bessemer Group
Bessemer Group
New Jersey
-$2.8M
3
Bank of America
Bank of America
North Carolina
-$1.33M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.25M
5
RCM
Rivernorth Capital Management
Florida
-$837K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$3.05M – – –
HighTower Advisors
27
HighTower Advisors
Illinois
$3.01M +$217K +16,298 +8%
PCP
28
Proficio Capital Partners
Massachusetts
$2.78M -$31.9K -2,398 -1%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$2.2M +$416K +31,263 +23%
GC
30
Guggenheim Capital
Illinois
$2.08M +$191K +14,351 +10%
6M
31
6 Meridian
Kansas
$1.93M +$1.93M +144,645 New
NVIM
32
New Vernon Investment Management
Illinois
$1.87M – – –
ACM
33
Ashford Capital Management
Delaware
$1.78M -$421K -31,615 -19%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$1.56M +$639K +47,999 +69%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.56M +$76.7K +5,757 +5%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.55M +$42.9K +3,225 +3%
RJA
37
Raymond James & Associates
Florida
$1.53M -$176K -13,252 -10%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$1.49M – – –
JIP
39
Jaffetilchin Investment Partners
Florida
$1.38M -$6.55K -492 -0.5%
Bessemer Group
40
Bessemer Group
New Jersey
$1.26M -$2.8M -210,000 -69%
PMG
41
ProVise Management Group
Florida
$1.09M -$38.2K -2,863 -3%
AG
42
Advisor Group
Arizona
$1.01M -$57.5K -4,313 -5%
WS
43
Wela Strategies
Georgia
$947K -$2.97K -223 -0.3%
ASN
44
Advisory Services Network
Georgia
$890K +$33.8K +2,536 +4%
WCM
45
Whitener Capital Management
North Carolina
$888K +$888K +66,683 New
Stifel Financial
46
Stifel Financial
Missouri
$876K -$72.3K -5,471 -8%
LCM
47
Landscape Capital Management
New Jersey
$856K +$493K +37,021 +136%
LPL Financial
48
LPL Financial
California
$845K +$20.7K +1,552 +3%
PVWM
49
Point View Wealth Management
New Jersey
$754K +$8.54K +641 +1%
HK
50
Horizon Kinetics
New York
$731K -$12.1K -906 -2%
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