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BlackRock Credit Allocation Income Trust

138 hedge funds and large institutions have $358M invested in BlackRock Credit Allocation Income Trust in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $356M → $358M (+$1.41M)

0.11% more ownership

Funds ownership: 35.68%35.79% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

5% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 44

2% less funds holding

Funds holding: 141138 (-3)

Holders
138
Holders Change
-3
Holders Change %
-2.13%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
42
Reduced
44
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
Melfa Wealth Management
Massachusetts
$142K
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$136K
MC
103
Moors & Cabot
Massachusetts
$134K -$439K -42,000 -77%
HIP
104
HUB Investment Partners
Texas
$133K +$272 +26 +0.2%
OFA
105
Oak Family Advisors
Illinois
$128K
MAG
106
MRA Advisory Group
New Jersey
$123K +$898 +86 +0.8%
MOS
107
MGO One Seven
Ohio
$123K -$47.3K -4,531 -28%
SI
108
Stephens Inc
Arkansas
$119K
TWP
109
Tyche Wealth Partners
Texas
$118K
LIG
110
Lokken Investment Group
Delaware
$110K
AF
111
Affiance Financial
Minnesota
$107K
PP
112
Patten & Patten
Tennessee
$107K
SPIA
113
Steward Partners Investment Advisory
New York
$60.6K
BCWM
114
Bartlett & Co Wealth Management
Ohio
$57.6K
Citigroup
115
Citigroup
New York
$37.8K +$804 +77 +2%
AWM
116
Atticus Wealth Management
Florida
$31.7K +$20.5K +1,964 +196%
GWSG
117
GPS Wealth Strategies Group
Colorado
$24.1K
Comerica Bank
118
Comerica Bank
Texas
$23.2K -$8.55K -818 -27%
US Bancorp
119
US Bancorp
Minnesota
$20.4K
FPB
120
First PREMIER Bank
South Dakota
$18K
ATPW
121
Ashton Thomas Private Wealth
Arizona
$16.9K +$16.5K +1,575 New
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$15K
WB
123
Webster Bank
Connecticut
$14.8K
NSIM
124
North Star Investment Management
Illinois
$13.2K
HI
125
Harbour Investments
Wisconsin
$13.1K -$982 -94 -7%

BTZ Hedge Fund Activity: Q2 2024 in Review

138 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q2 2024, worth a combined $358M — up 0.39% from $356M a quarter earlier.

Fund positioning in BTZ was balanced in Q2 2024: 12 funds opened new positions, 12 closed out, 42 added to existing stakes and 44 trimmed.

The largest buyer was Invesco, adding an estimated $2.57M. The largest seller was AQR Arbitrage, cutting an estimated $2.74M.

  • 138 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q2 2024, down from 141 in Q1 2024.
  • Funds reported $358M of BlackRock Credit Allocation Income Trust stock for Q2 2024, up 0.39% quarter-over-quarter.
  • 12 funds opened new BlackRock Credit Allocation Income Trust positions in Q2 2024 and 12 closed out, a net change of 0 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q2 2024 was Invesco, an estimated $2.57M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q2 2024 was AQR Arbitrage, an estimated $2.74M sold.

Based on aggregated 13F filings for Q2 2024.