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BlackRock Credit Allocation Income Trust
BTZ

138 hedge funds and large institutions have $334M invested in BlackRock Credit Allocation Income Trust in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more funds holding

Funds holding: 136 → 138 (+2)

1% more capital invested

Capital invested by funds: $331M → $334M (+$3.04M)

0.61% more ownership

Funds ownership: 34.38% → 34.99% (+0.61%)

11% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 44

Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
39
Reduced
44
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACP
Arcus Capital Partners
Georgia
+$2.98M
2
Morgan Stanley
Morgan Stanley
New York
+$1.72M
3
CW
Connectus Wealth
Ohio
+$1.33M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$983K
5
SIA
Sit Investment Associates
Minnesota
+$784K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$938K
2
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$739K
3
Bank of America
Bank of America
North Carolina
-$692K
4
LSC
Logan Stone Capital
Illinois
-$571K
5
WAM
Wolverine Asset Management
Illinois
-$561K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$454K +$460K +44,759 New
HKAM
52
Horizon Kinetics Asset Management
New York
$450K – – –
SPIA
53
Steward Partners Investment Advisory
New York
$413K +$88.5K +8,607 +27%
CC
54
Claybrook Capital
Massachusetts
$381K +$66.6K +6,470 +21%
NA
55
NewEdge Advisors
Louisiana
$377K +$20.6K +2,000 +6%
LCM
56
Landscape Capital Management
New Jersey
$369K -$65.2K -6,343 -15%
BRWA
57
B. Riley Wealth Advisors
Florida
$367K +$372K +36,138 New
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$337K +$8.99K +874 +3%
PVM
59
Palogic Value Management
Texas
$336K -$16.3K -1,589 -5%
SWP
60
Semus Wealth Partners
Florida
$330K -$39.7K -3,862 -11%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$325K – – –
NL
62
NWAM LLC
Washington
$315K +$19.1K +1,858 +6%
Truist Financial
63
Truist Financial
North Carolina
$309K -$103 -10 -0%
SCA
64
SMH Capital Advisors
Texas
$307K -$2.67K -260 -0.9%
IAIM
65
International Assets Investment Management
Florida
$294K +$65K +6,321 +28%
Mariner
66
Mariner
Kansas
$279K -$12K -1,171 -4%
MML Investors Services
67
MML Investors Services
Massachusetts
$272K +$275K +26,777 New
PAS
68
Park Avenue Securities
New York
$266K +$82 +8 +0%
PAG
69
Private Advisor Group
New Jersey
$256K -$51.6K -5,014 -17%
PMG
70
ProVise Management Group
Florida
$252K -$1.37K -133 -0.5%
MSL
71
Mackay Shields LLC
New York
$247K – – –
1WA
72
180 Wealth Advisors
Washington
$242K +$22.7K +2,211 +10%
OC
73
Oppenheimer & Co
New York
$237K +$240K +23,329 New
CGA
74
Crescent Grove Advisors
Illinois
$228K +$231K +22,500 New
WS
75
Wedbush Securities
California
$223K -$6.68K -649 -3%
1 2
3
4 5

BTZ Hedge Fund Activity: Q2 2023 in Review

138 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q2 2023, worth a combined $334M — up 0.92% from $331M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BTZ positions and 17 closed out — a net gain of 2 holders — while 39 added to existing stakes and 44 trimmed.

The largest buyer was Arcus Capital Partners, adding an estimated $2.98M. The largest seller was Guggenheim Capital, cutting an estimated $938K.

  • 138 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q2 2023, up from 136 in Q1 2023.
  • Funds reported $334M of BlackRock Credit Allocation Income Trust stock for Q2 2023, up 0.92% quarter-over-quarter.
  • 19 funds opened new BlackRock Credit Allocation Income Trust positions in Q2 2023 and 17 closed out, a net change of +2 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q2 2023 was Arcus Capital Partners, an estimated $2.98M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q2 2023 was Guggenheim Capital, an estimated $938K sold.

Based on aggregated 13F filings for Q2 2023.