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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

136 hedge funds and large institutions have $455M invested in BlackRock Credit Allocation Income Trust in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+10
Holders Change %
+7.94%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
48
Reduced
38
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$2.57M
2
Morgan Stanley
Morgan Stanley
New York
+$1.52M
3
Cohen & Steers
Cohen & Steers
New York
+$1.41M
4
BI
Bramshill Investments
Florida
+$1.34M
5
TCA
Transcend Capital Advisors
New Jersey
+$1.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$10.9M
2
KIM
Karpus Investment Management
New York
-$10.6M
3
Invesco
Invesco
Georgia
-$3.01M
4
HighTower Advisors
HighTower Advisors
Illinois
-$2.36M
5
SIA
Sit Investment Associates
Minnesota
-$2.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
LDFR
26
Lehman & Derafelo Financial Resources
Pennsylvania
$3.04M +$397 +27 +0%
FFA
27
First Foundation Advisors
California
$2.96M -$312K -21,193 -10%
Stifel Financial
28
Stifel Financial
Missouri
$2.88M -$57.6K -3,915 -2%
JG
29
Jefferies Group
New York
$2.13M -$8.47K -576 -0.4%
ECM
30
Evergreen Capital Management
Washington
$2.06M +$63.6K +4,322 +3%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$1.88M +$337K +22,945 +22%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.8M +$571K +38,814 +46%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$1.67M +$49.5K +3,362 +3%
KAS
34
Kestra Advisory Services
Texas
$1.49M +$1.27M +85,987 +574%
OFA
35
Oak Family Advisors
Illinois
$1.44M +$1.44M +97,988 New
CIC
36
Carnegie Investment Counsel
Ohio
$1.35M -$5.68K -386 -0.4%
TCA
37
Transcend Capital Advisors
New Jersey
$1.3M +$1.3M +88,586 New
FM
38
Family Management
New York
$1.24M -$284K -19,334 -19%
HIP
39
HUB Investment Partners
Texas
$1.18M +$1.18M +82,598 New
CPIG
40
Chicago Partners Investment Group
Illinois
$1.09M +$157K +10,509 +17%
PMG
41
ProVise Management Group
Florida
$1.09M +$309 +21 +0%
WCM
42
Whitener Capital Management
North Carolina
$1.01M -$31.6K -2,150 -3%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.01M +$98.1K +6,667 +11%
SDAM
44
Shulman DeMeo Asset Management
New York
$999K -$67.2K -4,564 -6%
EIP
45
Ellis Investment Partners
Pennsylvania
$945K -$151K -10,247 -14%
WS
46
Wela Strategies
Georgia
$924K -$26K -1,766 -3%
PVWM
47
Point View Wealth Management
New Jersey
$878K +$1.07K +73 +0.1%
SI
48
Stephens Inc
Arkansas
$867K -$33.5K -2,279 -4%
SC
49
Stolper & Co
Oklahoma
$766K -$15.2K -1,035 -2%
ACP
50
Aviance Capital Partners
Florida
$703K -$122K -8,317 -15%
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