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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

130 hedge funds and large institutions have $601M invested in BlackRock Credit Allocation Income Trust in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+2
Holders Change %
+1.56%
% of All Funds
2.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
12
Increased
57
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$8.87M
2
Wells Fargo
Wells Fargo
California
+$7.28M
3
1CP
1607 Capital Partners
Virginia
+$5.48M
4
AA
Apriem Advisors
California
+$2.53M
5
RCM
Robinson Capital Management
Michigan
+$2.2M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$24.8M
2
OA
Oxbow Advisors
Texas
-$4.59M
3
CRC
Curi RMB Capital
Illinois
-$1.82M
4
AWA
Arete Wealth Advisors
Illinois
-$1.64M
5
DA
Doliver Advisors
Texas
-$1.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
101
SeaCrest Wealth Management
New York
$47K – – –
US Bancorp
102
US Bancorp
Minnesota
$44K – – –
NSIM
103
North Star Investment Management
Illinois
$40K +$516 +42 +1%
AWMS
104
Advocacy Wealth Management Services
Georgia
$37K – – –
First Manhattan
105
First Manhattan
New York
$36K – – –
BI
106
Bramshill Investments
Florida
$36K +$36K +2,903 New
IA
107
IFP Advisors
Florida
$32K -$45.4K -3,664 -59%
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$32K – – –
SFM
109
Signet Financial Management
New Jersey
$31K – – –
FPB
110
First PREMIER Bank
South Dakota
$21K – – –
GP
111
Girard Partners
Pennsylvania
$18K +$18K +1,500 New
TJHA
112
Thomas J. Herzfeld Advisors
Florida
$16K +$12 +1 +0.1%
EWM
113
Endurance Wealth Management
Rhode Island
$14K – – –
BCWM
114
Bartlett & Co Wealth Management
Ohio
$12.5K – – –
AIM
115
Anchor Investment Management
South Carolina
$12.2K – – –
Barclays
116
Barclays
United Kingdom
$12K – – –
BC
117
Bartlett & Co
Ohio
$12K – – –
KL
118
KWMG LLC
Kansas
$11K – – –
CTC
119
Central Trust Company
Missouri
$9K – – –
NFG
120
Next Financial Group
Texas
$8K +$8K +687 New
BBHC
121
Brown Brothers Harriman & Co
New York
$6K – – –
GWM
122
Geneos Wealth Management
Colorado
$6K – – –
OFW
123
Omnia Family Wealth
Florida
$5K – – –
SIS
124
Sound Income Strategies
Florida
$5K – – –
LF
125
Lee Financial
Texas
$5K +$5K +373 New
2 3 4
5
6