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BlackRock Credit Allocation Income Trust
BTZ

93 hedge funds and large institutions have $420M invested in BlackRock Credit Allocation Income Trust in 2013 Q2 according to their latest regulatory filings, with 93 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

29.9% more ownership

Funds ownership: 0% → 29.9% (+30%)

Holders
93
Holders Change
+93
Holders Change %
–
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.16%
New
93
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
WI
51
Western Investment
Utah
$370K +$394K +28,470 New
CPA
52
Cowen Prime Advisors
New York
$337K +$360K +26,000 New
FNYS
53
First New York Securities
New York
$336K +$359K +25,916 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$306K +$327K +23,571 New
CCB
55
Cutter & Co Brokerage
Missouri
$286K +$306K +22,063 New
Geode Capital Management
56
Geode Capital Management
Massachusetts
$283K – – –
SGCA
57
Steel Grove Capital Advisors
Tennessee
$256K +$273K +19,706 New
RA
58
RMR Advisors
Massachusetts
$252K +$269K +19,451 New
OC
59
Oppenheimer & Co
New York
$248K +$265K +19,111 New
CB
60
Chemical Bank
Michigan
$239K +$255K +18,397 New
Ameriprise
61
Ameriprise
Minnesota
$232K +$248K +17,890 New
JP Morgan Chase
62
JP Morgan Chase
New York
$199K +$213K +15,339 New
Comerica Bank
63
Comerica Bank
Texas
$187K +$200K +14,455 New
OA
64
Oxbow Advisors
Texas
$184K +$196K +14,160 New
PI
65
Placemark Investments
Illinois
$176K +$189K +13,625 New
FFA
66
First Foundation Advisors
California
$172K +$183K +13,244 New
CA
67
Cornerstone Advisors
North Carolina
$164K +$175K +12,613 New
Deutsche Bank
68
Deutsche Bank
Germany
$162K +$173K +12,500 New
Rafferty Asset Management
69
Rafferty Asset Management
New York
$151K +$161K +11,657 New
PP
70
Paloma Partners
Connecticut
$135K +$144K +10,400 New
CWM
71
Concert Wealth Management
California
$131K +$139K +10,011 New
First Manhattan
72
First Manhattan
New York
$127K +$139K +10,000 New
WA
73
WFG Advisors
Texas
$92K +$97.8K +7,058 New
NES
74
New England Securities
New York
$91K +$97K +7,000 New
AIG
75
American International Group
New York
$79.6K +$85K +6,135 New
1 2
3
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BTZ Hedge Fund Activity: Q2 2013 in Review

93 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q2 2013, worth a combined $420M.

Buyers outnumbered sellers: 93 funds opened new BTZ positions and 0 closed out — a net gain of 93 holders — while 0 added to existing stakes and 0 trimmed.

  • 93 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $420M of BlackRock Credit Allocation Income Trust stock for Q2 2013.
  • 93 funds opened new BlackRock Credit Allocation Income Trust positions in Q2 2013 and 0 closed out, a net change of +93 holders.

Based on aggregated 13F filings for Q2 2013.