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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

115 hedge funds and large institutions have $605M invested in BlackRock Credit Allocation Income Trust in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
2.87%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
13
Increased
42
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$10.6M
2
SIA
Sit Investment Associates
Minnesota
+$5.95M
3
PPA
Parametric Portfolio Associates
Washington
+$5.34M
4
Bank of America
Bank of America
North Carolina
+$3.69M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.03M

Top Sellers

1
FWIA
Fort Washington Investment Advisors
Ohio
-$8.45M
2
RCM
Rivernorth Capital Management
Florida
-$3.73M
3
AWMS
Advocacy Wealth Management Services
Georgia
-$2.78M
4
LPL Financial
LPL Financial
California
-$2.34M
5
FFA
First Foundation Advisors
California
-$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
PVWM
51
Point View Wealth Management
New Jersey
$813K – – –
LPL Financial
52
LPL Financial
California
$800K -$2.34M -174,266 -75%
SI
53
Stephens Inc
Arkansas
$793K +$23K +1,712 +3%
PAG
54
Private Advisor Group
New Jersey
$785K -$37.2K -2,769 -5%
LCM
55
Landscape Capital Management
New Jersey
$539K +$88.9K +6,613 +20%
Ameriprise
56
Ameriprise
Minnesota
$536K -$51.1K -3,799 -9%
AWM
57
AE Wealth Management
Kansas
$534K +$534K +39,687 New
HCM
58
Hollencrest Capital Management
California
$528K – – –
CAS
59
Cue Advisory Services
Arizona
$521K -$374K -27,811 -42%
CP
60
Camelot Portfolios
Ohio
$517K -$18.2K -1,357 -3%
NCM
61
Narwhal Capital Management
Georgia
$507K +$1.18K +88 +0.2%
ACP
62
Aviance Capital Partners
Florida
$488K +$24.1K +1,791 +5%
Millennium Management
63
Millennium Management
New York
$469K +$300K +22,292 +177%
AWA
64
Arete Wealth Advisors
Illinois
$468K +$40.5K +3,014 +9%
BC
65
Burney Company
Virginia
$459K – – –
CHAM
66
Clear Harbor Asset Management
Connecticut
$389K -$137K -10,155 -26%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$381K +$48.5K +3,608 +15%
IA
68
IFP Advisors
Florida
$372K +$13.6K +1,014 +4%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$370K +$370K +27,539 New
OC
70
Oppenheimer & Co
New York
$352K -$13.1K -973 -4%
HCMT
71
Highland Capital Management (Texas)
Texas
$350K – – –
SFS
72
Shaker Financial Services
Virginia
$333K -$312K -23,223 -48%
EWM
73
Edge Wealth Management
New York
$320K – – –
CCB
74
Cutter & Co Brokerage
Missouri
$293K – – –
CPIG
75
Chicago Partners Investment Group
Illinois
$281K +$255K +19,260 +991%
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