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BlackRock Credit Allocation Income Trust
BTZ

138 hedge funds and large institutions have $334M invested in BlackRock Credit Allocation Income Trust in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more funds holding

Funds holding: 136 → 138 (+2)

1% more capital invested

Capital invested by funds: $331M → $334M (+$3.04M)

0.61% more ownership

Funds ownership: 34.38% → 34.99% (+0.61%)

11% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 44

Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
39
Reduced
44
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACP
Arcus Capital Partners
Georgia
+$2.98M
2
Morgan Stanley
Morgan Stanley
New York
+$1.72M
3
CW
Connectus Wealth
Ohio
+$1.33M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$983K
5
SIA
Sit Investment Associates
Minnesota
+$784K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$938K
2
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$739K
3
Bank of America
Bank of America
North Carolina
-$692K
4
LSC
Logan Stone Capital
Illinois
-$571K
5
WAM
Wolverine Asset Management
Illinois
-$561K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$105K +$106K +10,336 New
LIG
102
Lokken Investment Group
Delaware
$105K – – –
FWSM
103
First Wilshire Securities Management
California
$104K +$106K +10,272 New
CYG
104
Clean Yield Group
Vermont
$71K – – –
BC
105
Bartlett & Co
Ohio
$51K +$41.1K +4,000 +393%
BCWM
106
Bartlett & Co Wealth Management
Ohio
$50.9K +$41.1K +4,000 +393%
CFB
107
Cullen/Frost Bankers
Texas
$38.2K +$38.8K +3,767 New
Citigroup
108
Citigroup
New York
$31.4K +$2.38K +231 +8%
US Bancorp
109
US Bancorp
Minnesota
$24.9K -$5.65K -549 -18%
GWSG
110
GPS Wealth Strategies Group
Colorado
$22.8K -$23.1K -2,250 -50%
DAM
111
Delta Asset Management
Tennessee
$20.3K +$20.6K +2,000 New
EBA
112
Eagle Bay Advisors
New York
$20.3K +$20.6K +2,000 New
FPB
113
First PREMIER Bank
South Dakota
$17K – – –
EAM
114
Eukles Asset Management
Ohio
$16.9K – – –
SIC
115
SJS Investment Consulting
Ohio
$16.7K – – –
PIAS
116
PCA Investment Advisory Services
Ohio
$15.5K +$15.7K +1,523 New
TFP
117
Tilia Fiduciary Partners
North Carolina
$14.9K – – –
WB
118
Webster Bank
Connecticut
$14K – – –
HI
119
Harbour Investments
Wisconsin
$13.4K -$18.8K -1,830 -58%
NSIM
120
North Star Investment Management
Illinois
$12.5K – – –
AWM
121
Atticus Wealth Management
Florida
$10.2K – – –
EWA
122
EverSource Wealth Advisors
Alabama
$9.77K – – –
PP
123
Pacifica Partners
Canada
$9.31K +$226 +22 +2%
CTC
124
Central Trust Company
Missouri
$7.61K – – –
GI
125
Gradient Investments
Minnesota
$6.54K +$6.63K +644 New
3 4
5
6 7

BTZ Hedge Fund Activity: Q2 2023 in Review

138 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q2 2023, worth a combined $334M — up 0.92% from $331M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BTZ positions and 17 closed out — a net gain of 2 holders — while 39 added to existing stakes and 44 trimmed.

The largest buyer was Arcus Capital Partners, adding an estimated $2.98M. The largest seller was Guggenheim Capital, cutting an estimated $938K.

  • 138 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q2 2023, up from 136 in Q1 2023.
  • Funds reported $334M of BlackRock Credit Allocation Income Trust stock for Q2 2023, up 0.92% quarter-over-quarter.
  • 19 funds opened new BlackRock Credit Allocation Income Trust positions in Q2 2023 and 17 closed out, a net change of +2 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q2 2023 was Arcus Capital Partners, an estimated $2.98M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q2 2023 was Guggenheim Capital, an estimated $938K sold.

Based on aggregated 13F filings for Q2 2023.