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BlackRock Credit Allocation Income Trust
BTZ

149 hedge funds and large institutions have $333M invested in BlackRock Credit Allocation Income Trust in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

6% more capital invested

Capital invested by funds: $315M → $333M (+$17.7M)

1% more funds holding

Funds holding: 147 → 149 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.09% less ownership

Funds ownership: 35.3% → 35.2% (-0.09%)

25% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 48

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
36
Reduced
48
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$5.45M
2
SFS
Sowell Financial Services
Arkansas
+$4.71M
3
SIA
Sit Investment Associates
Minnesota
+$4.4M
4
CIA
Capital Investment Advisors
Georgia
+$3.45M
5
ECM
Evergreen Capital Management
Washington
+$3.27M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$8.81M
2
GC
Guggenheim Capital
Illinois
-$5.62M
3
RCM
Rivernorth Capital Management
Florida
-$2.71M
4
Franklin Resources
Franklin Resources
California
-$2.38M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
P
101
&Partners
Tennessee
$128K -$25.9K -2,552 -17%
VF
102
Virtu Financial
New York
$127K +$128K +12,564 New
AWM
103
Axxcess Wealth Management
California
$115K +$116K +11,412 New
Lazard Asset Management
104
Lazard Asset Management
New York
$111K – – –
EDRIA
105
Edmonds Duncan Registered Investment Advisors
Kansas
$110K – – –
IA
106
IFP Advisors
Florida
$106K -$264 -26 -0.3%
LIG
107
Lokken Investment Group
Delaware
$104K – – –
RCM
108
RB Capital Management
Nevada
$102K -$27.4K -2,696 -21%
RPCA
109
Running Point Capital Advisors
California
$101K – – –
CYG
110
Clean Yield Group
Vermont
$80.8K – – –
US Bancorp
111
US Bancorp
Minnesota
$41.4K – – –
HI
112
Harbour Investments
Wisconsin
$38.7K -$2.03K -200 -5%
MCC
113
Money Concepts Capital
Florida
$35.6K +$35.8K +3,525 New
Citigroup
114
Citigroup
New York
$28.3K +$2.23K +219 +8%
BAM
115
Belpointe Asset Management
Nevada
$27.8K +$27.9K +2,750 New
HBW
116
Hazlett, Burt & Watson
West Virginia
$23K – – –
HNWAG
117
High Net Worth Advisory Group
Florida
$20.2K – – –
EAM
118
Eukles Asset Management
Ohio
$17K – – –
FPB
119
First PREMIER Bank
South Dakota
$17K – – –
SIC
120
SJS Investment Consulting
Ohio
$16.7K +$284 +28 +2%
UCB
121
United Community Bank
South Carolina
$15.2K +$15.2K +1,500 New
TFP
122
Tilia Fiduciary Partners
North Carolina
$14.8K – – –
WB
123
Webster Bank
Connecticut
$14K – – –
NSIM
124
North Star Investment Management
Illinois
$12.5K – – –
ASN
125
Advisory Services Network
Georgia
$11.6K -$157K -15,500 -93%
3 4
5
6 7

BTZ Hedge Fund Activity: Q4 2022 in Review

149 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q4 2022, worth a combined $333M — up 5.6% from $315M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BTZ positions and 20 closed out — a net gain of 5 holders — while 36 added to existing stakes and 48 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $5.45M. The largest seller was Morgan Stanley, cutting an estimated $8.81M.

  • 149 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q4 2022, up from 147 in Q3 2022.
  • Funds reported $333M of BlackRock Credit Allocation Income Trust stock for Q4 2022, up 5.6% quarter-over-quarter.
  • 25 funds opened new BlackRock Credit Allocation Income Trust positions in Q4 2022 and 20 closed out, a net change of +5 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q4 2022 was Karpus Investment Management, an estimated $5.45M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q4 2022 was Morgan Stanley, an estimated $8.81M sold.

Based on aggregated 13F filings for Q4 2022.