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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

149 hedge funds and large institutions have $333M invested in BlackRock Credit Allocation Income Trust in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 48 reducing their positions, and 20 closing their positions.

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
36
Reduced
48
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$8.79M
2
SFS
2
Sowell Financial Services
Arkansas
$4.68M
3
SIA
3
Sit Investment Associates
Minnesota
$52.6M
4
CIA
4
Capital Investment Advisors
Georgia
$6.14M
5
ECM
5
Evergreen Capital Management
Washington
$5.43M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.4M
2
GC
2
Guggenheim Capital
Illinois
$13.3M
3
RCM
3
Rivernorth Capital Management
Florida
$5.03M
4
Franklin Resources
4
Franklin Resources
California
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$920K
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$2.56M 253,758 – –
LDFR
27
Lehman & Derafelo Financial Resources
Pennsylvania
$1.82M 180,378 -4,474 -2%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$1.68M 166,460 +8,940 +6%
WW
29
Waterfront Wealth
Kansas
$1.67M 149,087 -1,866 -1%
IWA
30
IBEX Wealth Advisors
New Jersey
$1.51M 149,094 -13,612 -8%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.33M 131,283 -37,466 -22%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$1.33M 131,286 +9,627 +8%
CPIG
33
Chicago Partners Investment Group
Illinois
$983K 87,232 – –
AA
34
AQR Arbitrage
Connecticut
$938K 92,832 -39,364 -30%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$920K 91,109 -181,261 -67%
TCA
36
Transcend Capital Advisors
New Jersey
$840K 83,123 -2,770 -3%
EIP
37
Ellis Investment Partners
Pennsylvania
$761K 75,308 -18,723 -20%
Ameriprise
38
Ameriprise
Minnesota
$753K 74,534 -5,637 -7%
EC
39
Elequin Capital
New York
$678K 67,166 +67,166 New
DADC
40
D.A. Davidson & Co
Montana
$662K 65,532 +29,480 +82%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$660K 65,314 +23,895 +58%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$660K 65,441 +27,494 +72%
SC
43
Stolper & Co
Oklahoma
$653K 64,660 -2,339 -3%
PGFC
44
Peapack-Gladstone Financial Corp
New Jersey
$586K 58,031 -711 -1%
SDAM
45
Shulman DeMeo Asset Management
New York
$577K 57,176 -3,873 -6%
LCM
46
Landscape Capital Management
New Jersey
$561K 55,538 +7,813 +16%
PVM
47
Palogic Value Management
Texas
$552K 54,702 +54,702 New
SI
48
Stephens Inc
Arkansas
$506K 50,112 -5,955 -11%
UCI
49
Uncommon Cents Investing
Wisconsin
$492K 48,735 +1,400 +3%
HKAM
50
Horizon Kinetics Asset Management
New York
$448K 44,357 – –
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