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BlackRock Credit Allocation Income Trust
BTZ

149 hedge funds and large institutions have $404M invested in BlackRock Credit Allocation Income Trust in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

27% more capital invested

Capital invested by funds: $318M → $404M (+$85.8M)

22% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 37

13% more funds holding

Funds holding: 132 → 149 (+17)

6.76% more ownership

Funds ownership: 35.14% → 41.9% (+6.8%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
149
Holders Change
+17
Holders Change %
+12.88%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
32
Increased
45
Reduced
37
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$49.9M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$11.8M
3
AA
AQR Arbitrage
Connecticut
+$3.56M
4
LCM
Landscape Capital Management
New Jersey
+$3.03M
5
DADC
D.A. Davidson & Co
Montana
+$1.22M

Top Sellers

1
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
-$7M
2
ACP
Arcus Capital Partners
Georgia
-$5.54M
3
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$2.01M
4
BI
Bramshill Investments
Florida
-$1.98M
5
Bank of America
Bank of America
North Carolina
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$2.46M +$1.22M +124,673 +110%
JFGIW
27
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.99M -$2.01M -204,936 -51%
Ameriprise
28
Ameriprise
Minnesota
$1.84M +$97.2K +9,909 +6%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.79M +$418K +42,635 +33%
Fiera Capital (Canada)
30
Fiera Capital (Canada)
Quebec, Canada
$1.68M – – –
PS
31
Principal Securities
Iowa
$1.51M +$1.44M +146,424 New
WW
32
Waterfront Wealth
Kansas
$1.49M -$100K -10,201 -7%
EWA
33
EP Wealth Advisors
California
$1.37M -$51.4K -5,240 -4%
AAM
34
Advisors Asset Management
Colorado
$1.24M +$1.18M +120,566 New
WS
35
Wela Strategies
Georgia
$986K +$4.32K +441 +0.5%
ACP
36
Arcus Capital Partners
Georgia
$977K -$5.54M -564,950 -86%
MGWM
37
Marks Group Wealth Management
Minnesota
$952K – – –
CPIG
38
Chicago Partners Investment Group
Illinois
$933K – – –
Lido Advisors
39
Lido Advisors
California
$914K +$361K +36,814 +71%
TW
40
Transform Wealth
Colorado
$884K -$19.8K -2,017 -2%
TCA
41
Transcend Capital Advisors
New Jersey
$869K -$152K -15,502 -16%
CW
42
Connectus Wealth
Ohio
$851K +$809K +82,500 New
Osaic Holdings
43
Osaic Holdings
Arizona
$841K -$143K -14,618 -15%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$832K -$7.94K -810 -1%
SC
45
Stolper & Co
Oklahoma
$660K +$33K +3,364 +6%
EIP
46
Ellis Investment Partners
Pennsylvania
$627K +$7.2K +734 +1%
WAM
47
Wolverine Asset Management
Illinois
$611K +$380K +38,759 +190%
MC
48
Moors & Cabot
Massachusetts
$599K +$397K +40,500 +231%
SDAM
49
Shulman DeMeo Asset Management
New York
$585K – – –
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$576K -$4.19K -427 -0.8%
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BTZ Hedge Fund Activity: Q4 2023 in Review

149 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q4 2023, worth a combined $404M — up 27% from $318M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BTZ positions and 14 closed out — a net gain of 18 holders — while 45 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $49.9M. The largest seller was Spectrum Asset Management (Connecticut), exiting entirely with an estimated $7M sold.

  • 149 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q4 2023, up from 132 in Q3 2023.
  • Funds reported $404M of BlackRock Credit Allocation Income Trust stock for Q4 2023, up 27% quarter-over-quarter.
  • 32 funds opened new BlackRock Credit Allocation Income Trust positions in Q4 2023 and 14 closed out, a net change of +18 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q4 2023 was Morgan Stanley, an estimated $49.9M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q4 2023 was Spectrum Asset Management (Connecticut), an estimated $7M sold.

Based on aggregated 13F filings for Q4 2023.