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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

125 hedge funds and large institutions have $597M invested in BlackRock Credit Allocation Income Trust in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-6
Holders Change %
-4.58%
% of All Funds
2.87%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
12
Increased
47
Reduced
34
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIMG
Financial & Investment Management Group
Michigan
+$8.09M
2
Wells Fargo
Wells Fargo
California
+$7.07M
3
SIA
Sit Investment Associates
Minnesota
+$3.85M
4
SCM
Saba Capital Management
New York
+$1.98M
5
RCM
Rivernorth Capital Management
Florida
+$1.66M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$11.8M
2
VIA
Vident Investment Advisory
Georgia
-$4.74M
3
PCP
Proficio Capital Partners
Massachusetts
-$2.78M
4
ACM
Ashford Capital Management
Delaware
-$1.78M
5
Bessemer Group
Bessemer Group
New Jersey
-$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
101
SEI Investments
Pennsylvania
$37K -$483K -37,712 -93%
SFM
102
Signet Financial Management
New Jersey
$32K +$32K +2,500 New
FPB
103
First PREMIER Bank
South Dakota
$22K – – –
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$22K +$39 +3 +0.2%
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$18K – – –
WAM
106
Wealthspire Advisors (Maryland)
Maryland
$17K -$9.04K -704 -35%
AF
107
Advisornet Financial
Minnesota
$17K +$17K +1,339 New
TJHA
108
Thomas J. Herzfeld Advisors
Florida
$16K – – –
TRCT
109
Tower Research Capital (TRC)
New York
$16K +$16K +1,252 New
EWM
110
Endurance Wealth Management
Rhode Island
$14K – – –
Barclays
111
Barclays
United Kingdom
$13K – – –
BC
112
Bartlett & Co
Ohio
$13K – – –
Citigroup
113
Citigroup
New York
$13K +$771 +62 +6%
BCWM
114
Bartlett & Co Wealth Management
Ohio
$12.9K +$12.9K +1,019 New
AIM
115
Anchor Investment Management
South Carolina
$12.7K – – –
CTC
116
Central Trust Company
Missouri
$10K – – –
GWM
117
Geneos Wealth Management
Colorado
$6K – – –
OFW
118
Omnia Family Wealth
Florida
$5K +$5K +404 New
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K +$2.14K +149 +116%
CAL
120
Capital Analysts LLC
Pennsylvania
$4K +$4K +279 New
SIS
121
Sound Income Strategies
Florida
$3K – – –
THWM
122
Taylor Hoffman Wealth Management
Virginia
$2K – – –
SPIA
123
Steward Partners Investment Advisory
New York
$2K – – –
HNB
124
Huntington National Bank
Ohio
$1K -$1K – –
GI
125
Gradient Investments
Minnesota
$1K +$1K +40 New
2 3 4
5
6