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BlackRock Credit Allocation Income Trust
BTZ

136 hedge funds and large institutions have $463M invested in BlackRock Credit Allocation Income Trust in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 29

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

1% more funds holding

Funds holding: 135 → 136 (+1)

4% less capital invested

Capital invested by funds: $481M → $463M (-$17.9M)

1.03% less ownership

Funds ownership: 33.92% → 32.89% (-1%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
136
Holders Change
+1
Holders Change %
+0.74%
% of All Funds
2.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
21
Increased
50
Reduced
29
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$4.3M
2
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
+$2.42M
3
Morgan Stanley
Morgan Stanley
New York
+$1.64M
4
PPA
Parametric Portfolio Associates
Washington
+$971K
5
BI
Bramshill Investments
Florida
+$674K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$21.6M
2
KAS
Kestra Advisory Services
Texas
-$2.09M
3
Cohen & Steers
Cohen & Steers
New York
-$1.88M
4
NL
NWAM LLC
Washington
-$1.52M
5
SFS
Sowell Financial Services
Arkansas
-$957K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
51
Mirador Capital Partners
California
$565K -$41.2K -2,728 -7%
Truist Financial
52
Truist Financial
North Carolina
$562K +$46.4K +3,070 +9%
PCM
53
Poehling Capital Management
Wisconsin
$551K – – –
GMA
54
Glassy Mountain Advisors
Maryland
$532K +$534K +35,350 New
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$525K -$35.3K -2,334 -6%
PAS
56
Park Avenue Securities
New York
$460K +$1.27K +84 +0.3%
OA
57
Oxbow Advisors
Texas
$453K -$3.78K -250 -0.8%
SPIA
58
Steward Partners Investment Advisory
New York
$429K +$46.8K +3,100 +12%
PAG
59
Private Advisor Group
New Jersey
$428K +$1.51K +100 +0.4%
PWPS
60
Pinnacle Wealth Planning Services
Ohio
$415K +$6.41K +424 +2%
SCA
61
SMH Capital Advisors
Texas
$396K +$9.59K +635 +2%
Bank of New York Mellon
62
Bank of New York Mellon
New York
$368K +$369K +24,451 New
EGA
63
E&G Advisors
Texas
$367K – – –
9WM
64
9258 Wealth Management
Ohio
$350K +$33.5K +2,215 +11%
MOS
65
MGO One Seven
Ohio
$343K -$2.07K -137 -0.6%
TPA
66
Trivium Point Advisory
Connecticut
$333K +$335K +22,143 New
NA
67
NewEdge Advisors
Louisiana
$323K +$324K +21,434 New
VBCG
68
Valley Brook Capital Group
Pennsylvania
$313K -$7.92K -524 -2%
Lazard Asset Management
69
Lazard Asset Management
New York
$308K – – –
SVWAG
70
Sound View Wealth Advisors Group
Georgia
$301K -$4.23K -280 -1%
SPC
71
Sigma Planning Corp
Michigan
$293K +$32.8K +2,171 +13%
HighTower Advisors
72
HighTower Advisors
Illinois
$282K +$8.58K +568 +3%
ASN
73
Advisory Services Network
Georgia
$274K -$16.2K -1,075 -6%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$274K +$45 +3 +0%
DA
75
Doliver Advisors
Texas
$263K +$293K +19,386 New
1 2
3
4 5

BTZ Hedge Fund Activity: Q4 2021 in Review

136 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q4 2021, worth a combined $463M — down 3.7% from $481M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BTZ positions and 18 closed out — a net gain of 3 holders — while 50 added to existing stakes and 29 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $4.3M. The largest seller was Wells Fargo, cutting an estimated $21.6M.

  • 136 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q4 2021, up from 135 in Q3 2021.
  • Funds reported $463M of BlackRock Credit Allocation Income Trust stock for Q4 2021, down 3.7% quarter-over-quarter.
  • 21 funds opened new BlackRock Credit Allocation Income Trust positions in Q4 2021 and 18 closed out, a net change of +3 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q4 2021 was Guggenheim Capital, an estimated $4.3M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q4 2021 was Wells Fargo, an estimated $21.6M sold.

Based on aggregated 13F filings for Q4 2021.