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BlackRock Credit Allocation Income Trust
BTZ

136 hedge funds and large institutions have $455M invested in BlackRock Credit Allocation Income Trust in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

8% more funds holding

Funds holding: 126 → 136 (+10)

0% more capital invested

Capital invested by funds: $454M → $455M (+$479K)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.14% less ownership

Funds ownership: 34.19% → 33.05% (-1.1%)

Holders
136
Holders Change
+10
Holders Change %
+7.94%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
48
Reduced
38
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.51M
2
Morgan Stanley
Morgan Stanley
New York
+$1.48M
3
Cohen & Steers
Cohen & Steers
New York
+$1.38M
4
BI
Bramshill Investments
Florida
+$1.31M
5
TCA
Transcend Capital Advisors
New Jersey
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$10.9M
2
KIM
Karpus Investment Management
New York
-$10.4M
3
Invesco
Invesco
Georgia
-$2.94M
4
HighTower Advisors
HighTower Advisors
Illinois
-$2.3M
5
SIA
Sit Investment Associates
Minnesota
-$2.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$284K -$2.3M -160,304 -89%
SPIA
77
Steward Partners Investment Advisory
New York
$283K – – –
Fiera Capital (Canada)
78
Fiera Capital (Canada)
Quebec, Canada
$272K -$129K -8,943 -33%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$267K +$261K +18,167 New
Baird Financial Group
80
Baird Financial Group
Wisconsin
$252K +$79.1K +5,500 +47%
PWA
81
Physician Wealth Advisors
Utah
$233K – – –
SPC
82
Sigma Planning Corp
Michigan
$228K +$29.9K +2,078 +15%
P
83
&Partners
Tennessee
$214K +$1.28K +89 +0.6%
9WM
84
9258 Wealth Management
Ohio
$209K +$48.9K +3,400 +31%
TNB
85
TCF National Bank
South Dakota
$206K – – –
MAFM
86
Mid Atlantic Financial Management
Pennsylvania
$197K +$14.4K +1,000 +8%
CST
87
Charles Schwab Trust
Nevada
$181K – – –
RCM
88
RB Capital Management
Nevada
$176K -$963 -67 -0.6%
Lido Advisors
89
Lido Advisors
California
$174K +$169K +11,786 New
Goldman Sachs
90
Goldman Sachs
New York
$172K +$168K +11,659 New
IAMOG
91
Investors Asset Management of Georgia
Georgia
$169K -$57.5K -4,000 -26%
HA
92
Harborview Advisors
Maine
$159K +$4.57K +318 +3%
CFG
93
Cooper Financial Group
California
$155K +$7.4K +515 +5%
SFS
94
Shaker Financial Services
Virginia
$151K +$148K +10,263 New
Citigroup
95
Citigroup
New York
$136K +$805 +56 +0.6%
CF
96
Centaurus Financial
California
$128K +$6.86K +477 +6%
BAM
97
Belpointe Asset Management
Nevada
$122K -$1.44K -100 -1%
POIA
98
Pin Oak Investment Advisors
Texas
$89K – – –
EP
99
Eudaimonia Partners
Tennessee
$78K – – –
NFG
100
Next Financial Group
Texas
$64K -$14.4K -1,000 -19%
2 3
4
5 6

BTZ Hedge Fund Activity: Q4 2020 in Review

136 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q4 2020, worth a combined $455M — up 0.11% from $454M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BTZ positions and 12 closed out — a net gain of 11 holders — while 48 added to existing stakes and 38 trimmed.

The largest buyer was Bank of America, adding an estimated $2.51M. The largest seller was BlackRock, exiting entirely with an estimated $10.9M sold.

  • 136 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q4 2020, up from 126 in Q3 2020.
  • Funds reported $455M of BlackRock Credit Allocation Income Trust stock for Q4 2020, up 0.11% quarter-over-quarter.
  • 23 funds opened new BlackRock Credit Allocation Income Trust positions in Q4 2020 and 12 closed out, a net change of +11 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q4 2020 was Bank of America, an estimated $2.51M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q4 2020 was BlackRock, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2020.