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BlackRock Credit Allocation Income Trust
BTZ

126 hedge funds and large institutions have $454M invested in BlackRock Credit Allocation Income Trust in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 29

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 128 → 126 (-2)

7.76% less ownership

Funds ownership: 41.95% → 34.19% (-7.8%)

12% less capital invested

Capital invested by funds: $516M → $454M (-$62M)

Holders
126
Holders Change
-2
Holders Change %
-1.56%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
16
Increased
47
Reduced
29
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$4.72M
2
SIA
Sit Investment Associates
Minnesota
+$4.52M
3
IWA
IBEX Wealth Advisors
New Jersey
+$3.64M
4
Bank of America
Bank of America
North Carolina
+$2.72M
5
UBS Group
UBS Group
Switzerland
+$2.45M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$68.1M
2
BlackRock
BlackRock
New York
-$54.1M
3
BI
Bramshill Investments
Florida
-$1.5M
4
TA
TCG Advisors
Texas
-$1.32M
5
KIM
Karpus Investment Management
New York
-$837K
Name Holding Trade Value Shares
Change 		Change in
Stake
UCI
51
Uncommon Cents Investing
Wisconsin
$616K +$73.2K +5,250 +14%
Ameriprise
52
Ameriprise
Minnesota
$543K +$113K +8,098 +27%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$527K +$15.2K +1,093 +3%
PCM
54
Poehling Capital Management
Wisconsin
$520K – – –
OA
55
Oxbow Advisors
Texas
$507K -$28K -2,007 -5%
Truist Financial
56
Truist Financial
North Carolina
$501K +$5.2K +373 +1%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$452K +$11K +789 +3%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$449K +$44.7K +3,205 +11%
BC
59
Burney Company
Virginia
$422K – – –
PAS
60
Park Avenue Securities
New York
$411K +$23.9K +1,712 +6%
PAG
61
Private Advisor Group
New Jersey
$405K -$30K -2,155 -7%
MCP
62
Mirador Capital Partners
California
$401K -$4.45K -319 -1%
MOS
63
MGO One Seven
Ohio
$399K +$62.1K +4,456 +19%
Fiera Capital (Canada)
64
Fiera Capital (Canada)
Quebec, Canada
$390K – – –
WIA
65
Westbourne Investment Advisors
Maryland
$372K -$12.5K -900 -3%
WS
66
Wedbush Securities
California
$371K +$70 +5 +0%
SCA
67
SMH Capital Advisors
Texas
$369K -$5.21K -374 -1%
SWP
68
Stratos Wealth Partners
Ohio
$364K – – –
ASN
69
Advisory Services Network
Georgia
$358K -$27.9K -2,000 -7%
EGA
70
E&G Advisors
Texas
$350K +$12.5K +900 +4%
Creative Planning
71
Creative Planning
Kansas
$315K +$104K +7,482 +51%
PWPS
72
Pinnacle Wealth Planning Services
Ohio
$311K +$38.5K +2,760 +14%
SVWAG
73
Sound View Wealth Advisors Group
Georgia
$304K -$27.9K -2,000 -9%
SPIA
74
Steward Partners Investment Advisory
New York
$274K +$11.6K +834 +5%
SKK
75
Shepherd Kaplan Krochuk
Massachusetts
$240K +$235K +16,870 New
1 2
3
4 5

BTZ Hedge Fund Activity: Q3 2020 in Review

126 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q3 2020, worth a combined $454M — down 12% from $516M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BTZ and 16 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $4.72M. The largest seller was Wells Fargo, cutting an estimated $68.1M.

  • 126 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q3 2020, down from 128 in Q2 2020.
  • Funds reported $454M of BlackRock Credit Allocation Income Trust stock for Q3 2020, down 12% quarter-over-quarter.
  • 16 funds opened new BlackRock Credit Allocation Income Trust positions in Q3 2020 and 17 closed out, a net change of -1 holder.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q3 2020 was Morgan Stanley, an estimated $4.72M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q3 2020 was Wells Fargo, an estimated $68.1M sold.

Based on aggregated 13F filings for Q3 2020.