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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

128 hedge funds and large institutions have $634M invested in BlackRock Credit Allocation Income Trust in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
–
Holders Change %
0%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
21
Increased
41
Reduced
38
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$20M
2
UBS Group
UBS Group
Switzerland
+$3.68M
3
SIA
Sit Investment Associates
Minnesota
+$3.38M
4
Wells Fargo
Wells Fargo
California
+$3.15M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.01M

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$6.63M
2
Bank of America
Bank of America
North Carolina
-$5.64M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$4.46M
4
RVPG
Relative Value Partners Group
-$4.3M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
101
First Manhattan
New York
$32K -$6.4K -500 -17%
RIA
102
Realta Investment Advisors
Delaware
$32K +$32K +2,575 New
GWM
103
Geneos Wealth Management
Colorado
$28K +$21.3K +1,662 +320%
TFS
104
TrustCore Financial Services
Tennessee
$28K +$28K +2,126 New
Deutsche Bank
105
Deutsche Bank
Germany
$26K +$26K +2,037 New
CL
106
CSS LLC
Illinois
$24K +$24K +1,834 New
EAM
107
Eukles Asset Management
Ohio
$22K – – –
FPB
108
First PREMIER Bank
South Dakota
$22K – – –
WT
109
Whittier Trust
California
$21K – – –
HPC
110
HM Payson & Co
Maine
$18K – – –
IWA
111
IBEX Wealth Advisors
New Jersey
$18K +$18K +1,408 New
CTC
112
Central Trust Company
Missouri
$17K +$6.8K +500 +67%
BCWM
113
Bartlett & Co Wealth Management
Ohio
$13.2K – – –
Barclays
114
Barclays
United Kingdom
$13K – – –
NCM
115
Next Capital Management
New York
$13K – – –
BC
116
Bartlett & Co
Ohio
$13K – – –
NFG
117
Next Financial Group
Texas
$9K +$52 +4 +0.6%
AF
118
Advisornet Financial
Minnesota
$7K +$7K +523 New
AIM
119
Anchor Investment Management
South Carolina
$6.49K – – –
RFM
120
Royal Fund Management
Florida
$5K – – –
BI
121
Bulldog Investors
New Jersey
$3.31K +$3.31K +255,091 New
THWM
122
Taylor Hoffman Wealth Management
Virginia
$3K – – –
SIS
123
Sound Income Strategies
Florida
$3K – – –
JPLA
124
Joseph P. Lucia & Associates
New York
$3K +$3K +205 New
Northern Trust
125
Northern Trust
Illinois
$2K +$2K +14,429 New
2 3 4
5
6