BTZ icon

BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

132 hedge funds and large institutions have $318M invested in BlackRock Credit Allocation Income Trust in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
-6
Holders Change %
-4.35%
% of All Funds
2.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
44
Reduced
39
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$25.2M
2
Morgan Stanley
Morgan Stanley
New York
$45.3M
3
AA
AQR Arbitrage
Connecticut
$2.68M
4
EWA
EP Wealth Advisors
California
$1.34M
5
SFS
Sowell Financial Services
Arkansas
$5.98M

Top Sellers

1
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.85M
2
PCM
Penserra Capital Management
California
$2.3M
3
CW
Connectus Wealth
Ohio
$0
4
BI
Bramshill Investments
Florida
$2M
5
TW
Transform Wealth
Colorado
$849K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
26
Penserra Capital Management
California
$2.3M -$2.17M -224,268 -49%
BI
27
Bramshill Investments
Florida
$2M -$1.3M -134,196 -39%
Ameriprise
28
Ameriprise
Minnesota
$1.63M +$461K +47,611 +39%
Fiera Capital (Canada)
29
Fiera Capital (Canada)
Quebec, Canada
$1.58M -$2.77K -286 -0.2%
WW
30
Waterfront Wealth
Kansas
$1.41M +$113K +12,373 +9%
EWA
31
EP Wealth Advisors
California
$1.34M +$1.24M +128,382 +1,284%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$1.27M +$24.9K +2,571 +2%
DADC
33
D.A. Davidson & Co
Montana
$1.1M -$49.1K -5,076 -4%
TCA
34
Transcend Capital Advisors
New Jersey
$965K +$407 +42 +0%
Osaic Holdings
35
Osaic Holdings
Arizona
$930K -$38.7K -3,999 -4%
WS
36
Wela Strategies
Georgia
$920K +$66.1K +6,827 +8%
MGWM
37
Marks Group Wealth Management
Minnesota
$893K – – –
TW
38
Transform Wealth
Colorado
$849K -$849K -87,683 -50%
CPIG
39
Chicago Partners Investment Group
Illinois
$796K – – –
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$789K -$16.8K -1,738 -2%
SC
41
Stolper & Co
Oklahoma
$587K -$10.2K -1,056 -2%
EIP
42
Ellis Investment Partners
Pennsylvania
$581K -$6.67K -689 -1%
SDAM
43
Shulman DeMeo Asset Management
New York
$549K -$290 -30 -0.1%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$545K -$8.16K -842 -1%
SPIA
45
Steward Partners Investment Advisory
New York
$536K +$143K +14,762 +36%
LCM
46
Landscape Capital Management
New Jersey
$518K +$166K +17,198 +47%
Lido Advisors
47
Lido Advisors
California
$501K +$501K +51,718 New
UCI
48
Uncommon Cents Investing
Wisconsin
$483K +$5.54K +572 +1%
PGFC
49
Peapack-Gladstone Financial Corp
New Jersey
$435K -$44.4K -4,590 -9%
HKAM
50
Horizon Kinetics Asset Management
New York
$393K -$36K -3,723 -8%
1
2
3 4 5