BTZ icon

BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

141 hedge funds and large institutions have $356M invested in BlackRock Credit Allocation Income Trust in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-8
Holders Change %
-5.37%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
43
Reduced
41
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$10.5M
2
LPL Financial
LPL Financial
California
+$3.28M
3
AAM
Advisors Asset Management
Colorado
+$1.79M
4
GC
Guggenheim Capital
Illinois
+$1.49M
5
VCM
Vivaldi Capital Management
Illinois
+$1.09M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$52.3M
2
SIA
Sit Investment Associates
Minnesota
-$5.84M
3
1CP
1607 Capital Partners
Virginia
-$4.03M
4
RCM
Rivernorth Capital Management
Florida
-$3.48M
5
RC
Rareview Capital
Nevada
-$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fiera Capital (Canada)
26
Fiera Capital (Canada)
Quebec, Canada
$1.75M +$10.3K +959 +0.6%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$1.66M -$199K -18,627 -11%
PS
28
Principal Securities
Iowa
$1.61M +$45.7K +4,274 +3%
WW
29
Waterfront Wealth
Kansas
$1.55M +$89.8K +8,895 +6%
LCM
30
Landscape Capital Management
New Jersey
$1.53M -$2.35M -219,623 -61%
VCM
31
Vivaldi Capital Management
Illinois
$1.52M +$1.09M +104,186 +251%
JFGIW
32
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.48M -$590K -55,150 -29%
EWA
33
EP Wealth Advisors
California
$1.35M -$76K -7,113 -5%
ACP
34
Arcus Capital Partners
Georgia
$1.02M +$10.4K +969 +1%
MGWM
35
Marks Group Wealth Management
Minnesota
$986K – – –
Lido Advisors
36
Lido Advisors
California
$936K -$10.7K -997 -1%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$934K +$71.3K +6,671 +8%
TCA
38
Transcend Capital Advisors
New Jersey
$932K +$32K +2,997 +4%
CPIG
39
Chicago Partners Investment Group
Illinois
$886K – – –
CW
40
Connectus Wealth
Ohio
$882K – – –
SC
41
Stolper & Co
Oklahoma
$791K +$107K +10,005 +16%
Osaic Holdings
42
Osaic Holdings
Arizona
$780K -$91.2K -8,535 -10%
Jane Street
43
Jane Street
New York
$746K +$620K +57,956 +490%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$690K +$93.3K +8,733 +16%
WS
45
Wela Strategies
Georgia
$654K -$367K -34,299 -36%
EIP
46
Ellis Investment Partners
Pennsylvania
$603K -$46.7K -4,364 -7%
SDAM
47
Shulman DeMeo Asset Management
New York
$603K -$3.39K -317 -0.6%
MC
48
Moors & Cabot
Massachusetts
$583K -$37.4K -3,500 -6%
RP
49
Riverbridge Partners
Minnesota
$569K +$23.5K +2,198 +4%
UCI
50
Uncommon Cents Investing
Wisconsin
$544K +$8.85K +828 +2%
1
2
3 4 5