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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

140 hedge funds and large institutions have $596M invested in BlackRock Credit Allocation Income Trust in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+16
Holders Change %
+12.9%
% of All Funds
2.76%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
32
Increased
53
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$18.1M
2
SIA
Sit Investment Associates
Minnesota
+$14.1M
3
BI
Bramshill Investments
Florida
+$6.69M
4
PCM
Penserra Capital Management
California
+$3.42M
5
UBS Group
UBS Group
Switzerland
+$2.53M

Top Sellers

1
SCM
Saba Capital Management
New York
-$56.5M
2
KIM
Karpus Investment Management
New York
-$36.6M
3
Wells Fargo
Wells Fargo
California
-$28.4M
4
BI
Bulldog Investors
New Jersey
-$4.62M
5
1CP
1607 Capital Partners
Virginia
-$3.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
101
Edge Wealth Management
New York
$114K – – –
APA
102
American Portfolios Advisors
New York
$105K +$33K +2,362 +46%
AIC
103
Ameritas Investment Company
Nebraska
$88K – – –
GRP
104
Global Retirement Partners
California
$56K +$56K +4,000 New
AA
105
Argent Advisors
Louisiana
$51K +$51K +3,700 New
NSIM
106
North Star Investment Management
Illinois
$46K – – –
NFG
107
Next Financial Group
Texas
$39K +$27.3K +1,940 +234%
MRCM
108
M&R Capital Management
New Jersey
$27K -$2.77M -200,370 -99%
AF
109
Advisornet Financial
Minnesota
$27K +$19.8K +1,436 +275%
FPB
110
First PREMIER Bank
South Dakota
$24K – – –
CTC
111
Central Trust Company
Missouri
$24K +$13.7K +1,000 +133%
EAM
112
Eukles Asset Management
Ohio
$23K – – –
WT
113
Whittier Trust
California
$23K – – –
PA
114
Procyon Advisors
Connecticut
$23K +$23K +1,648 New
GWM
115
Geneos Wealth Management
Colorado
$21K +$1.37K +100 +7%
US Bancorp
116
US Bancorp
Minnesota
$21K +$21K +1,500 New
TCWM
117
Total Clarity Wealth Management
Illinois
$21K +$21K +1,500 New
HPC
118
HM Payson & Co
Maine
$20K – – –
WB
119
Webster Bank
Connecticut
$19K – – –
SW
120
SVB Wealth
Massachusetts
$16K +$16K +1,116 New
BCWM
121
Bartlett & Co Wealth Management
Ohio
$14.3K – – –
Barclays
122
Barclays
United Kingdom
$14K – – –
PP
123
Pacifica Partners
Canada
$14K +$14K +1,000 New
AWM
124
Atticus Wealth Management
Florida
$14K +$14K +1,000 New
PAM
125
Panagora Asset Management
Massachusetts
$13K +$13K +927 New
3 4
5
6 7