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BlackRock Credit Allocation Income Trust
BTZ

136 hedge funds and large institutions have $399M invested in BlackRock Credit Allocation Income Trust in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1.12% more ownership

Funds ownership: 32.89% → 34% (+1.1%)

0% more funds holding

Funds holding: 136 → 136 (0)

14% less capital invested

Capital invested by funds: $463M → $399M (-$63.7M)

18% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 45

Holders
136
Holders Change
–
Holders Change %
0%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
37
Reduced
45
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$12.9M
2
GC
Guggenheim Capital
Illinois
+$8.34M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.38M
4
RCM
Rivernorth Capital Management
Florida
+$3.01M
5
CIA
Capital Investment Advisors
Georgia
+$2.28M

Top Sellers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
-$7.44M
2
SIA
Sit Investment Associates
Minnesota
-$5.7M
3
SFS
Sowell Financial Services
Arkansas
-$5.09M
4
BI
Bramshill Investments
Florida
-$5.02M
5
Morgan Stanley
Morgan Stanley
New York
-$3.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
101
Strategic Asset Management
Minnesota
$34K -$1.32K -100 -4%
Citigroup
102
Citigroup
New York
$30K +$356 +27 +1%
HBW
103
Hazlett, Burt & Watson
West Virginia
$28K +$29.6K +2,240 New
HNWAG
104
High Net Worth Advisory Group
Florida
$25K – – –
EAM
105
Eukles Asset Management
Ohio
$21K – – –
FPB
106
First PREMIER Bank
South Dakota
$21K – – –
GWM
107
Geneos Wealth Management
Colorado
$21K – – –
SIC
108
SJS Investment Consulting
Ohio
$19K +$251 +19 +1%
Lazard Asset Management
109
Lazard Asset Management
New York
$18K – – –
TFP
110
Tilia Fiduciary Partners
North Carolina
$18K – – –
WB
111
Webster Bank
Connecticut
$17K – – –
RIM
112
Rockbridge Investment Management
New York
$16K – – –
T
113
TCWP
Ohio
$16K +$17.2K +1,300 New
NSIM
114
North Star Investment Management
Illinois
$15K – – –
POIA
115
Pin Oak Investment Advisors
Texas
$15K – – –
AWM
116
Atticus Wealth Management
Florida
$13K – – –
HCP
117
Hexagon Capital Partners
Arkansas
$13K – – –
BC
118
Bartlett & Co
Ohio
$13K +$13.4K +1,019 New
BCWM
119
Bartlett & Co Wealth Management
Ohio
$12.8K +$13.4K +1,019 New
FPS
120
Fieldpoint Private Securities
Connecticut
$11K +$11.7K +890 New
PP
121
Pacifica Partners
Canada
$10K +$119 +9 +1%
BCMLT
122
Beacon Capital Management LLC (Tennessee)
Tennessee
$10K +$10.1K +762 New
Koshinski Asset Management
123
Koshinski Asset Management
Illinois
$9.42K – – –
CTC
124
Central Trust Company
Missouri
$9K – – –
RA
125
Rise Advisors
New York
$9K +$185 +14 +2%
3 4
5
6 7

BTZ Hedge Fund Activity: Q1 2022 in Review

136 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q1 2022, worth a combined $399M — down 14% from $463M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BTZ positions and 17 closed out — a net gain of 3 holders — while 37 added to existing stakes and 45 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $12.9M. The largest seller was Penserra Capital Management, cutting an estimated $7.44M.

  • 136 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $399M of BlackRock Credit Allocation Income Trust stock for Q1 2022, down 14% quarter-over-quarter.
  • 20 funds opened new BlackRock Credit Allocation Income Trust positions in Q1 2022 and 17 closed out, a net change of +3 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q1 2022 was Allspring Global Investments, an estimated $12.9M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q1 2022 was Penserra Capital Management, an estimated $7.44M sold.

Based on aggregated 13F filings for Q1 2022.