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BlackRock Credit Allocation Income Trust
BTZ

136 hedge funds and large institutions have $455M invested in BlackRock Credit Allocation Income Trust in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

8% more funds holding

Funds holding: 126 → 136 (+10)

0% more capital invested

Capital invested by funds: $454M → $455M (+$479K)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.14% less ownership

Funds ownership: 34.19% → 33.05% (-1.1%)

Holders
136
Holders Change
+10
Holders Change %
+7.94%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
48
Reduced
38
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.51M
2
Morgan Stanley
Morgan Stanley
New York
+$1.48M
3
Cohen & Steers
Cohen & Steers
New York
+$1.38M
4
BI
Bramshill Investments
Florida
+$1.31M
5
TCA
Transcend Capital Advisors
New Jersey
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$10.9M
2
KIM
Karpus Investment Management
New York
-$10.4M
3
Invesco
Invesco
Georgia
-$2.94M
4
HighTower Advisors
HighTower Advisors
Illinois
-$2.3M
5
SIA
Sit Investment Associates
Minnesota
-$2.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
101
American Portfolios Advisors
New York
$62.2K +$690 +48 +1%
IAIM
102
International Assets Investment Management
Florida
$58K +$57.1K +3,975 New
FIA
103
FNY Investment Advisers
New York
$48K +$47.8K +3,327 New
GRP
104
Global Retirement Partners
California
$45K +$1.42K +99 +3%
CCC
105
Crescent Capital Consulting
Louisiana
$29K +$28.8K +2,000 New
FPB
106
First PREMIER Bank
South Dakota
$25K – – –
APWA
107
Atlas Private Wealth Advisors
New Jersey
$24K – – –
EAM
108
Eukles Asset Management
Ohio
$24K – – –
D
109
Diversified
Delaware
$23K +$22.8K +1,585 New
US Bancorp
110
US Bancorp
Minnesota
$22K – – –
AWA
111
Arkadios Wealth Advisors
Georgia
$22K +$22.5K +1,563 New
GWM
112
Geneos Wealth Management
Colorado
$20K -$17.3K -1,200 -46%
WB
113
Webster Bank
Connecticut
$20K – – –
RIM
114
Rockbridge Investment Management
New York
$19K – – –
NSIM
115
North Star Investment Management
Illinois
$18K -$19.9K -1,385 -53%
FF
116
FourThought Financial
Florida
$17K +$17.3K +1,200 New
CB
117
Community Bank
New York
$16K +$15.2K +1,060 New
BCWM
118
Bartlett & Co Wealth Management
Ohio
$15.1K – – –
AWM
119
Atticus Wealth Management
Florida
$15K – – –
BC
120
Bartlett & Co
Ohio
$15K – – –
HCP
121
Hexagon Capital Partners
Arkansas
$14K – – –
HFA
122
Hoover Financial Advisors
Pennsylvania
$13K +$12.7K +880 New
SFS
123
Sowell Financial Services
Arkansas
$12K +$532 +37 +5%
CTC
124
Central Trust Company
Missouri
$11K – – –
PP
125
Pacifica Partners
Canada
$11K +$187 +13 +2%
2 3 4
5
6

BTZ Hedge Fund Activity: Q4 2020 in Review

136 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q4 2020, worth a combined $455M — up 0.11% from $454M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BTZ positions and 12 closed out — a net gain of 11 holders — while 48 added to existing stakes and 38 trimmed.

The largest buyer was Bank of America, adding an estimated $2.51M. The largest seller was BlackRock, exiting entirely with an estimated $10.9M sold.

  • 136 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q4 2020, up from 126 in Q3 2020.
  • Funds reported $455M of BlackRock Credit Allocation Income Trust stock for Q4 2020, up 0.11% quarter-over-quarter.
  • 23 funds opened new BlackRock Credit Allocation Income Trust positions in Q4 2020 and 12 closed out, a net change of +11 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q4 2020 was Bank of America, an estimated $2.51M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q4 2020 was BlackRock, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2020.