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BlackRock Credit Allocation Income Trust
BTZ

136 hedge funds and large institutions have $455M invested in BlackRock Credit Allocation Income Trust in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

8% more funds holding

Funds holding: 126 → 136 (+10)

0% more capital invested

Capital invested by funds: $454M → $455M (+$479K)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.14% less ownership

Funds ownership: 34.19% → 33.05% (-1.1%)

Holders
136
Holders Change
+10
Holders Change %
+7.94%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
48
Reduced
38
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.51M
2
Morgan Stanley
Morgan Stanley
New York
+$1.48M
3
Cohen & Steers
Cohen & Steers
New York
+$1.38M
4
BI
Bramshill Investments
Florida
+$1.31M
5
TCA
Transcend Capital Advisors
New Jersey
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$10.9M
2
KIM
Karpus Investment Management
New York
-$10.4M
3
Invesco
Invesco
Georgia
-$2.94M
4
HighTower Advisors
HighTower Advisors
Illinois
-$2.3M
5
SIA
Sit Investment Associates
Minnesota
-$2.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
126
Gemmer Asset Management
California
$10K +$9.7K +675 New
AIM
127
Anchor Investment Management
South Carolina
$7.36K – – –
PGAM
128
Princeton Global Asset Management
New Jersey
$7K – – –
FHA
129
First Horizon Advisors
Tennessee
$4K +$4.04K +281 New
NFSG
130
Newbridge Financial Services Group
Florida
$3K – – –
SIS
131
Sound Income Strategies
Florida
$3K – – –
WWM
132
Wolff Wiese Magana
California
$3K +$2.88K +200 New
SL
133
Savior LLC
Massachusetts
$3K +$3.31K +230 New
BFC
134
Bedel Financial Consulting
Indiana
$2K – – –
ICP
135
Interchange Capital Partners
Pennsylvania
$2K +$2.88K +200 New
BlackRock
136
BlackRock
New York
– -$10.9M -768,351 Closed
BCM
137
Bourgeon Capital Management
Connecticut
– -$1.53M -107,771 Closed
BC
138
Burney Company
Virginia
– -$422K -29,708 Closed
SKK
139
Shepherd Kaplan Krochuk
Massachusetts
– -$240K -16,870 Closed
DWM
140
Dakota Wealth Management
Florida
– -$219K -15,380 Closed
BRWM
141
B. Riley Wealth Management
Tennessee
– -$148K -10,383 Closed
FFA
142
Founders Financial Alliance
North Carolina
– -$52K -3,650 Closed
BCA
143
Berman Capital Advisors
Georgia
– -$37K -2,642 Closed
RWA
144
Ropes Wealth Advisors
Massachusetts
– -$14K -1,000 Closed
AF
145
Advisornet Financial
Minnesota
– -$7K -523 Closed
CHAM
146
Clear Harbor Asset Management
Connecticut
– -$5.69K -400 Closed
WCG
147
Weaver Consulting Group
California
– -$1K -55 Closed
OIM
148
Oder Investment Management
California
– +$29 +2 New
2 3 4 5
6

BTZ Hedge Fund Activity: Q4 2020 in Review

136 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q4 2020, worth a combined $455M — up 0.11% from $454M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BTZ positions and 12 closed out — a net gain of 11 holders — while 48 added to existing stakes and 38 trimmed.

The largest buyer was Bank of America, adding an estimated $2.51M. The largest seller was BlackRock, exiting entirely with an estimated $10.9M sold.

  • 136 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q4 2020, up from 126 in Q3 2020.
  • Funds reported $455M of BlackRock Credit Allocation Income Trust stock for Q4 2020, up 0.11% quarter-over-quarter.
  • 23 funds opened new BlackRock Credit Allocation Income Trust positions in Q4 2020 and 12 closed out, a net change of +11 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q4 2020 was Bank of America, an estimated $2.51M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q4 2020 was BlackRock, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2020.