BTZ icon

BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

132 hedge funds and large institutions have $399M invested in BlackRock Credit Allocation Income Trust in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 63 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
-8
Holders Change %
-5.71%
% of All Funds
2.92%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
24
Increased
24
Reduced
63
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$12.6M
2
GC
Guggenheim Capital
Illinois
+$10.5M
3
HighTower Advisors
HighTower Advisors
Illinois
+$2.26M
4
Cohen & Steers
Cohen & Steers
New York
+$1.62M
5
ECM
Evergreen Capital Management
Washington
+$1.34M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$36.1M
2
RCM
Rivernorth Capital Management
Florida
-$22.5M
3
RVPG
Relative Value Partners Group
-$11.9M
4
Bank of America
Bank of America
North Carolina
-$9.42M
5
SCM
Saba Capital Management
New York
-$7.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
76
Dakota Wealth Management
Florida
$229K +$229K +19,630 New
ECM
77
ExodusPoint Capital Management
New York
$221K +$221K +18,943 New
MOS
78
MGO One Seven
Ohio
$199K -$29.1K -2,510 -13%
DAS
79
Dynamic Advisor Solutions
Arizona
$197K -$20.9K -1,794 -10%
PWPS
80
Pinnacle Wealth Planning Services
Ohio
$181K -$32.8K -2,819 -15%
IAMOG
81
Investors Asset Management of Georgia
Georgia
$181K – – –
P
82
&Partners
Tennessee
$166K -$348K -29,907 -68%
TNB
83
TCF National Bank
South Dakota
$163K – – –
FAAS
84
First Allied Advisory Services
California
$161K -$47.3K -4,063 -23%
WAM
85
Wolverine Asset Management
Illinois
$159K +$159K +13,656 New
MAFM
86
Mid Atlantic Financial Management
Pennsylvania
$149K -$11.6K -992 -7%
RCM
87
RB Capital Management
Nevada
$149K +$1.6K +138 +1%
SPIA
88
Steward Partners Investment Advisory
New York
$145K +$45.7K +3,919 +46%
AWM
89
Argent Wealth Management
Massachusetts
$143K -$10.6K -899 -7%
MPI
90
Mairs & Power Inc
Minnesota
$132K +$132K +11,351 New
CFG
91
Cooper Financial Group
California
$117K +$117K +10,000 New
Citigroup
92
Citigroup
New York
$95K -$32.2K -2,747 -25%
EWM
93
Edge Wealth Management
New York
$95K – – –
AIC
94
Ameritas Investment Company
Nebraska
$68K -$5.64K -480 -8%
POIA
95
Pin Oak Investment Advisors
Texas
$62K -$205K -17,586 -77%
APA
96
American Portfolios Advisors
New York
$47.6K -$40.2K -3,450 -46%
MWM
97
MBE Wealth Management
Wisconsin
$41K +$41K +3,546 New
GRP
98
Global Retirement Partners
California
$35K -$11.8K -1,007 -25%
NSIM
99
North Star Investment Management
Illinois
$31K -$7.69K -649 -20%
GWM
100
Geneos Wealth Management
Colorado
$30K +$12.5K +1,100 +72%
2 3
4
5 6