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BlackRock Credit Allocation Income Trust
BTZ

145 hedge funds and large institutions have $357M invested in BlackRock Credit Allocation Income Trust in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 47 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

7% more funds holding

Funds holding: 136 → 145 (+9)

1.02% more ownership

Funds ownership: 34% → 35.02% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

11% less capital invested

Capital invested by funds: $399M → $357M (-$42.4M)

23% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 47

Holders
145
Holders Change
+9
Holders Change %
+6.62%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
36
Reduced
47
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$54.8M
2
RCM
Rivernorth Capital Management
Florida
+$11.8M
3
1CP
1607 Capital Partners
Virginia
+$8.77M
4
KIM
Karpus Investment Management
New York
+$3.49M
5
Franklin Resources
Franklin Resources
California
+$2.85M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$10.6M
2
UBS Group
UBS Group
Switzerland
-$4.32M
3
Lido Advisors
Lido Advisors
California
-$3.02M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.93M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
76
Capital Investment Advisory Services
North Carolina
$251K +$11.8K +1,030 +5%
1WA
77
180 Wealth Advisors
Washington
$235K +$411 +36 +0.2%
KAS
78
Kestra Advisory Services
Texas
$234K +$245K +21,459 New
OA
79
Oxbow Advisors
Texas
$232K – – –
LP
80
Lloyd Park
Illinois
$227K +$237K +20,800 New
SVWAG
81
Sound View Wealth Advisors Group
Georgia
$208K -$9.02K -790 -4%
SPC
82
Sigma Planning Corp
Michigan
$199K -$23.4K -2,053 -10%
DA
83
Doliver Advisors
Texas
$198K -$620K -54,326 -75%
VBCG
84
Valley Brook Capital Group
Pennsylvania
$197K -$32.1K -2,812 -13%
ASN
85
Advisory Services Network
Georgia
$193K – – –
HIP
86
HUB Investment Partners
Texas
$182K +$297 +26 +0.2%
IAMOG
87
Investors Asset Management of Georgia
Georgia
$169K – – –
P
88
&Partners
Tennessee
$165K +$1.91K +167 +1%
RCM
89
RB Capital Management
Nevada
$164K +$1.55K +136 +0.9%
OFA
90
Oak Family Advisors
Illinois
$157K – – –
HNB
91
Huntington National Bank
Ohio
$152K – – –
PWA
92
Physician Wealth Advisors
Utah
$147K -$31.6K -2,772 -18%
KPWS
93
Kestra Private Wealth Services
Texas
$130K -$4.38K -384 -3%
WP
94
WealthShield Partners
North Carolina
$121K +$126K +11,076 New
CYG
95
Clean Yield Group
Vermont
$120K – – –
EDRIA
96
Edmonds Duncan Registered Investment Advisors
Kansas
$119K – – –
CCB
97
Cutter & Co Brokerage
Missouri
$119K +$125K +10,932 New
AC
98
Almitas Capital
California
$113K +$119K +10,386 New
RPCA
99
Running Point Capital Advisors
California
$109K – – –
Nomura Holdings
100
Nomura Holdings
Japan
$109K +$114K +10,000 New
2 3
4
5 6

BTZ Hedge Fund Activity: Q2 2022 in Review

145 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q2 2022, worth a combined $357M — down 11% from $399M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BTZ positions and 12 closed out — a net gain of 11 holders — while 36 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.8M. The largest seller was Bank of America, cutting an estimated $10.6M.

  • 145 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q2 2022, up from 136 in Q1 2022.
  • Funds reported $357M of BlackRock Credit Allocation Income Trust stock for Q2 2022, down 11% quarter-over-quarter.
  • 23 funds opened new BlackRock Credit Allocation Income Trust positions in Q2 2022 and 12 closed out, a net change of +11 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q2 2022 was Morgan Stanley, an estimated $54.8M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q2 2022 was Bank of America, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2022.