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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

113 hedge funds and large institutions have $537M invested in BlackRock Credit Allocation Income Trust in 2016 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
113
Holders Change
–
Holders Change %
0%
% of All Funds
3.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
12
Increased
44
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$44.2M
2
MGAM
2
McGowan Group Asset Management
Texas
$10.6M
3
Bank of America
3
Bank of America
North Carolina
$41.1M
4
JFGIW
4
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.92M
5
AWMS
5
Advocacy Wealth Management Services
Georgia
$6.05M

Top Sellers

1
RVPG
1
Relative Value Partners Group
$29.3M
2
PPA
2
Parametric Portfolio Associates
Washington
$0
3
1CP
3
1607 Capital Partners
Virginia
$2.28M
4
FWIA
4
Fort Washington Investment Advisors
Ohio
$8.36M
5
SCM
5
Saba Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JIP
51
Jaffetilchin Investment Partners
Florida
$893K +$402K +30,849 +82%
WS
52
Wedbush Securities
California
$771K +$97.7K +7,503 +15%
SI
53
Stephens Inc
Arkansas
$738K +$263K +20,174 +55%
SFS
54
Shaker Financial Services
Virginia
$736K +$736K +56,500 New
CHAM
55
Clear Harbor Asset Management
Connecticut
$665K -$6.25K -480 -0.9%
PVWM
56
Point View Wealth Management
New Jersey
$645K +$36K +2,767 +6%
CP
57
Camelot Portfolios
Ohio
$527K +$6.9K +530 +1%
CA
58
Cornerstone Advisors
North Carolina
$513K +$513K +39,429 New
HCM
59
Hollencrest Capital Management
California
$511K +$39 +3 +0%
ASN
60
Advisory Services Network
Georgia
$502K +$50.2K +3,850 +11%
NCM
61
Narwhal Capital Management
Georgia
$481K +$1.12K +86 +0.2%
BC
62
Burney Company
Virginia
$464K – – –
AWA
63
Arete Wealth Advisors
Illinois
$449K +$449K +34,507 New
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$388K +$139K +10,679 +56%
EWM
65
Edge Wealth Management
New York
$366K +$13K +1,000 +4%
ACP
66
Aviance Capital Partners
Florida
$355K +$72.4K +5,569 +26%
HCMT
67
Highland Capital Management (Texas)
Texas
$339K – – –
OC
68
Oppenheimer & Co
New York
$338K +$161K +12,364 +91%
Deutsche Bank
69
Deutsche Bank
Germany
$327K -$19.5K -1,500 -6%
RCM
70
Robinson Capital Management
Michigan
$260K +$260K +20,000 New
IAMOG
71
Investors Asset Management of Georgia
Georgia
$254K -$6.51K -500 -3%
TJHA
72
Thomas J. Herzfeld Advisors
Florida
$254K – – –
RA
73
RMR Advisors
Massachusetts
$253K – – –
MFS
74
MSI Financial Services
Massachusetts
$227K +$3.11K +239 +1%
SWP
75
Stratos Wealth Partners
Ohio
$223K +$223K +17,127 New
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3
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