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BlackRock Credit Allocation Income Trust
BTZ

93 hedge funds and large institutions have $420M invested in BlackRock Credit Allocation Income Trust in 2013 Q2 according to their latest regulatory filings, with 93 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

29.9% more ownership

Funds ownership: 0% → 29.9% (+30%)

Holders
93
Holders Change
+93
Holders Change %
–
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.16%
New
93
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
76
D.A. Davidson & Co
Montana
$52K +$56.2K +4,058 New
Creative Planning
77
Creative Planning
Kansas
$49K +$52.4K +3,785 New
RFA
78
Reilly Financial Advisors
California
$40K +$42.5K +3,071 New
WAM
79
Wolverine Asset Management
Illinois
$29K +$31.4K +2,266 New
MFS
80
MSI Financial Services
Massachusetts
$28K +$29.8K +2,148 New
LTFS
81
Ladenburg Thalmann Financial Services
Florida
$23K +$24.9K +1,799 New
BC
82
Bartlett & Co
Ohio
$20K +$21K +1,519 New
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$16K +$16.7K +1,202 New
HF
84
Hoxton Financial
West Virginia
$16K +$16.7K +1,202 New
FNBT
85
FineMark National Bank & Trust
Florida
$14K +$14.7K +1,061 New
HPBT
86
High Point Bank & Trust
North Carolina
$13K +$14K +1,013 New
TRCT
87
Tower Research Capital (TRC)
New York
$10K +$11.1K +804 New
PSUF
88
People's United Financial
Connecticut
$9K +$9.28K +670 New
M
89
MOTCO
Texas
$6K +$5.54K +400 New
Barclays
90
Barclays
United Kingdom
$5K +$5.54K +400 New
LFR
91
Lehman Financial Resources
Pennsylvania
$4K +$4.75K +343 New
PSI
92
Pinnacle Summer Investments
Virginia
$4K +$4.75K +343 New
AC
93
Alexandria Capital
Virginia
$3K +$2.83K +204 New
M&T Bank
94
M&T Bank
New York
$2K +$2.05K +148 New
HNB
95
Huntington National Bank
Ohio
$1K – – –
1 2 3
4

BTZ Hedge Fund Activity: Q2 2013 in Review

93 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q2 2013, worth a combined $420M.

Buyers outnumbered sellers: 93 funds opened new BTZ positions and 0 closed out — a net gain of 93 holders — while 0 added to existing stakes and 0 trimmed.

  • 93 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $420M of BlackRock Credit Allocation Income Trust stock for Q2 2013.
  • 93 funds opened new BlackRock Credit Allocation Income Trust positions in Q2 2013 and 0 closed out, a net change of +93 holders.

Based on aggregated 13F filings for Q2 2013.