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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

128 hedge funds and large institutions have $591M invested in BlackRock Credit Allocation Income Trust in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
2.93%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
11
Increased
49
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$9.99M
2
OA
Oxbow Advisors
Texas
+$5.09M
3
AWA
Arete Wealth Advisors
Illinois
+$4.19M
4
CRC
Curi RMB Capital
Illinois
+$2.81M
5
FIMG
Financial & Investment Management Group
Michigan
+$2.75M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$8.57M
2
BlackRock
BlackRock
New York
-$3.23M
3
Bank of America
Bank of America
North Carolina
-$2.62M
4
NL
NWAM LLC
Washington
-$432K
5
MRCM
M&R Capital Management
New Jersey
-$370K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$734K -$29.5K -2,430 -4%
ASN
52
Advisory Services Network
Georgia
$708K -$163K -13,473 -19%
Ameriprise
53
Ameriprise
Minnesota
$695K +$65.1K +5,299 +10%
Lido Advisors
54
Lido Advisors
California
$691K +$224K +18,606 +48%
SI
55
Stephens Inc
Arkansas
$678K +$678K +56,120 New
CA
56
Cornerstone Advisors
North Carolina
$675K +$675K +55,872 New
Fiera Capital (Canada)
57
Fiera Capital (Canada)
Quebec, Canada
$669K +$447K +37,040 +201%
HK
58
Horizon Kinetics
New York
$644K – – –
Baird Financial Group
59
Baird Financial Group
Wisconsin
$602K -$85.4K -7,069 -12%
Millennium Management
60
Millennium Management
New York
$477K -$23.2K -1,924 -5%
WIA
61
Westbourne Investment Advisors
Maryland
$423K +$4.23K +350 +1%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$398K +$27.2K +2,257 +7%
BC
63
Burney Company
Virginia
$365K – – –
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$354K +$5.58K +462 +2%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$345K -$53.1K -4,394 -13%
SWP
66
Stratos Wealth Partners
Ohio
$324K +$9.06K +750 +3%
WS
67
Wedbush Securities
California
$304K +$52.8K +4,381 +21%
PAG
68
Private Advisor Group
New Jersey
$290K -$140K -11,555 -33%
POIA
69
Pin Oak Investment Advisors
Texas
$269K – – –
PWPS
70
Pinnacle Wealth Planning Services
Ohio
$242K +$15.2K +1,260 +7%
RA
71
RMR Advisors
Massachusetts
$235K – – –
SCA
72
SMH Capital Advisors
Texas
$220K +$11.7K +968 +6%
DAS
73
Dynamic Advisor Solutions
Arizona
$219K – – –
UCI
74
Uncommon Cents Investing
Wisconsin
$214K – – –
IAMOG
75
Investors Asset Management of Georgia
Georgia
$211K – – –
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