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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

116 hedge funds and large institutions have $575M invested in BlackRock Credit Allocation Income Trust in 2016 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
2.9%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
14
Increased
49
Reduced
30
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$14.4M
2
Wells Fargo
Wells Fargo
California
$136M
3
FWIA
Fort Washington Investment Advisors
Ohio
$8.32M
4
KIM
Karpus Investment Management
New York
$42.1M
5
Millennium Management
Millennium Management
New York
$3.47M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$43.8M
2
JHIU
Janus Henderson Investors US
Colorado
$0
3
YMRC
Yorktown Management & Research Company
Virginia
$0
4
First Trust Advisors
First Trust Advisors
Illinois
$0
5
NVIM
New Vernon Investment Management
Illinois
$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
101
Wealthspire Advisors (Maryland)
Maryland
$25K +$257 +20 +1%
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$24K +1,900 New
FPB
103
First PREMIER Bank
South Dakota
$22K – – –
PCM
104
Penserra Capital Management
California
$22K +$2.44K +194 +12%
EWM
105
Endurance Wealth Management
Rhode Island
$19K – – –
Citigroup
106
Citigroup
New York
$13K -$337 -26 -3%
Barclays
107
Barclays
United Kingdom
$13K – – –
BC
108
Bartlett & Co
Ohio
$13K – – –
AIM
109
Anchor Investment Management
South Carolina
$13K +$13K +1,000 New
PSW
110
Portfolio Strategies (Washington)
Washington
$11K +$11K +859 New
NFG
111
Next Financial Group
Texas
$9K – – –
SFS
112
Sowell Financial Services
Arkansas
$8K +$8K +617 New
GWM
113
Geneos Wealth Management
Colorado
$6K -$1.39K -120 -19%
CFS
114
Commonwealth Financial Services
West Virginia
$6K – – –
M
115
MOTCO
Texas
$5K – – –
HNB
116
Huntington National Bank
Ohio
$1K -$1K – –
JHIU
117
Janus Henderson Investors US
Colorado
– -$1.3M -97,425 Closed
YMRC
118
Yorktown Management & Research Company
Virginia
– -$1.2M -90,000 Closed
First Trust Advisors
119
First Trust Advisors
Illinois
– -$1.16M -86,512 Closed
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
– -$322K -24,095 Closed
CWM
121
Concert Wealth Management
California
– -$201K -14,938 Closed
Bank of New York Mellon
122
Bank of New York Mellon
New York
– -$158K -11,859 Closed
ACM
123
Avalon Capital Management
California
– -$148K -11,092 Closed
WI
124
Wintrust Investments
Illinois
– -$147K -10,981 Closed
IH
125
IFC Holdings
Florida
– -$140K -10,544 Closed
2 3 4
5
6