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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

133 hedge funds and large institutions have $489M invested in BlackRock Credit Allocation Income Trust in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-3
Holders Change %
-2.21%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
49
Reduced
40
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$44.6M
2
SFS
Sowell Financial Services
Arkansas
+$5.83M
3
Cohen & Steers
Cohen & Steers
New York
+$3.83M
4
SIA
Sit Investment Associates
Minnesota
+$1.38M
5
Bank of America
Bank of America
North Carolina
+$1.28M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.88M
2
Morgan Stanley
Morgan Stanley
New York
-$4.49M
3
PCM
Penserra Capital Management
California
-$4.12M
4
KIM
Karpus Investment Management
New York
-$3.61M
5
NL
NWAM LLC
Washington
-$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$2.83M -$42.1K -2,867 -1%
FFA
27
First Foundation Advisors
California
$2.57M -$381K -25,931 -13%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$2.5M +$829K +56,488 +50%
JG
29
Jefferies Group
New York
$2.09M -$38.6K -2,631 -2%
ECM
30
Evergreen Capital Management
Washington
$2.04M -$14.2K -965 -0.7%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$2.01M +$139K +9,500 +7%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.86M +$61.8K +4,215 +3%
CPIG
33
Chicago Partners Investment Group
Illinois
$1.36M +$289K +19,645 +27%
CIC
34
Carnegie Investment Counsel
Ohio
$1.33M -$13.2K -900 -1%
TCA
35
Transcend Capital Advisors
New Jersey
$1.29M -$11.9K -811 -0.9%
OFA
36
Oak Family Advisors
Illinois
$1.12M -$316K -21,535 -22%
PMG
37
ProVise Management Group
Florida
$1.07M -$10.1K -690 -0.9%
Fiera Capital (Canada)
38
Fiera Capital (Canada)
Quebec, Canada
$1M +$732K +49,872 +269%
WS
39
Wela Strategies
Georgia
$974K +$52.3K +3,562 +6%
EIP
40
Ellis Investment Partners
Pennsylvania
$961K +$18.2K +1,237 +2%
WCM
41
Whitener Capital Management
North Carolina
$953K -$56.7K -3,865 -6%
WW
42
Waterfront Wealth
Kansas
$948K +$948K +64,261 New
SDAM
43
Shulman DeMeo Asset Management
New York
$936K -$60.1K -4,094 -6%
PGFC
44
Peapack-Gladstone Financial Corp
New Jersey
$878K +$878K +59,793 New
SI
45
Stephens Inc
Arkansas
$877K +$12.2K +833 +1%
ACP
46
Aviance Capital Partners
Florida
$802K +$101K +6,852 +14%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$779K -$226K -15,373 -22%
SC
48
Stolper & Co
Oklahoma
$743K -$20.8K -1,418 -3%
UCI
49
Uncommon Cents Investing
Wisconsin
$684K +$44.4K +3,025 +7%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$658K +$264 +18 +0%
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