BTZ icon

BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

133 hedge funds and large institutions have $489M invested in BlackRock Credit Allocation Income Trust in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-3
Holders Change %
-2.21%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
49
Reduced
40
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$44.6M
2
SFS
Sowell Financial Services
Arkansas
+$5.83M
3
Cohen & Steers
Cohen & Steers
New York
+$3.83M
4
SIA
Sit Investment Associates
Minnesota
+$1.38M
5
Bank of America
Bank of America
North Carolina
+$1.28M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.88M
2
Morgan Stanley
Morgan Stanley
New York
-$4.49M
3
PCM
Penserra Capital Management
California
-$4.12M
4
KIM
Karpus Investment Management
New York
-$3.61M
5
NL
NWAM LLC
Washington
-$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCC
101
Crescent Capital Consulting
Louisiana
$29K – – –
FPB
102
First PREMIER Bank
South Dakota
$25K – – –
GWM
103
Geneos Wealth Management
Colorado
$25K +$4.5K +312 +22%
EAM
104
Eukles Asset Management
Ohio
$24K – – –
APWA
105
Atlas Private Wealth Advisors
New Jersey
$24K – – –
EVM
106
Eaton Vance Management
Massachusetts
$21K +$21K +1,424 New
WB
107
Webster Bank
Connecticut
$20K – – –
RIM
108
Rockbridge Investment Management
New York
$19K – – –
NSIM
109
North Star Investment Management
Illinois
$18K – – –
FF
110
FourThought Financial
Florida
$17K – – –
BC
111
Bartlett & Co
Ohio
$15K – – –
AWM
112
Atticus Wealth Management
Florida
$15K – – –
BCWM
113
Bartlett & Co Wealth Management
Ohio
$15K – – –
HCP
114
Hexagon Capital Partners
Arkansas
$14K – – –
AWA
115
Arkadios Wealth Advisors
Georgia
$13K -$8.78K -630 -40%
HFA
116
Hoover Financial Advisors
Pennsylvania
$13K – – –
CFGS
117
Concourse Financial Group Securities
Alabama
$12K +$12K +794 New
CTC
118
Central Trust Company
Missouri
$11K – – –
PP
119
Pacifica Partners
Canada
$11K +$188 +13 +2%
GAM
120
Gemmer Asset Management
California
$10K – – –
PGAM
121
Princeton Global Asset Management
New Jersey
$7K – – –
APWM
122
Atlas Private Wealth Management
New York
$7K +$7K +472 New
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$7K +$7K +492 New
FHA
124
First Horizon Advisors
Tennessee
$4K +$56 +4 +1%
SWM
125
Spire Wealth Management
Virginia
$4K +$4K +283 New
2 3 4
5
6