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BlackRock Credit Allocation Income Trust
BTZ

145 hedge funds and large institutions have $357M invested in BlackRock Credit Allocation Income Trust in 2022 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 47 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

7% more funds holding

Funds holding: 136 → 145 (+9)

1.02% more ownership

Funds ownership: 34% → 35.02% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

11% less capital invested

Capital invested by funds: $399M → $357M (-$42.4M)

23% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 47

Holders
145
Holders Change
+9
Holders Change %
+6.62%
% of All Funds
2.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
23
Increased
36
Reduced
47
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$54.8M
2
RCM
Rivernorth Capital Management
Florida
+$11.8M
3
1CP
1607 Capital Partners
Virginia
+$8.77M
4
KIM
Karpus Investment Management
New York
+$3.49M
5
Franklin Resources
Franklin Resources
California
+$2.85M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$10.6M
2
UBS Group
UBS Group
Switzerland
-$4.32M
3
Lido Advisors
Lido Advisors
California
-$3.02M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.93M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
126
Hexagon Capital Partners
Arkansas
$11K – – –
RIM
127
Rockbridge Investment Management
New York
$10.3K -$3.61K -316 -25%
BCMLT
128
Beacon Capital Management LLC (Tennessee)
Tennessee
$10K – – –
PP
129
Pacifica Partners
Canada
$9K +$205 +18 +2%
WTC
130
WhitTier Trust Company
Nevada
$9K +$9.91K +868 New
CTC
131
Central Trust Company
Missouri
$8K – – –
RA
132
Rise Advisors
New York
$8K +$183 +16 +2%
VVP
133
Venture Visionary Partners
Ohio
$6.74K +$7.07K +619 New
POIA
134
Pin Oak Investment Advisors
Texas
$5K -$8.39K -735 -60%
PGAM
135
Princeton Global Asset Management
New Jersey
$5K – – –
SC
136
Stephens Consulting
Michigan
$3.27K – – –
GIA
137
Goodwin Investment Advisory
Georgia
$3.06K +$3.21K +281 New
SL
138
Savior LLC
Massachusetts
$3K – – –
SWM
139
Spire Wealth Management
Virginia
$3K – – –
SIS
140
Sound Income Strategies
Florida
$2K – – –
WWM
141
Wolff Wiese Magana
California
$2K – – –
CM
142
Cornerstone Management
Georgia
$1.96K – – –
GRP
143
Global Retirement Partners
California
$1K – – –
PFS
144
Prospera Financial Services
Texas
$1K – – –
Lido Advisors
145
Lido Advisors
California
– -$3.02M -240,823 Closed
WAM
146
Wolverine Asset Management
Illinois
– -$1.98M -157,965 Closed
Millennium Management
147
Millennium Management
New York
– -$170K -13,567 Closed
WIA
148
Westbourne Investment Advisors
Maryland
– -$153K -12,207 Closed
Creative Planning
149
Creative Planning
Kansas
– -$136K -10,852 Closed
FFWM
150
Future Financial Wealth Management
Ohio
– -$63K -5,000 Closed
3 4 5
6
7

BTZ Hedge Fund Activity: Q2 2022 in Review

145 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q2 2022, worth a combined $357M — down 11% from $399M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new BTZ positions and 12 closed out — a net gain of 11 holders — while 36 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.8M. The largest seller was Bank of America, cutting an estimated $10.6M.

  • 145 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q2 2022, up from 136 in Q1 2022.
  • Funds reported $357M of BlackRock Credit Allocation Income Trust stock for Q2 2022, down 11% quarter-over-quarter.
  • 23 funds opened new BlackRock Credit Allocation Income Trust positions in Q2 2022 and 12 closed out, a net change of +11 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q2 2022 was Morgan Stanley, an estimated $54.8M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q2 2022 was Bank of America, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2022.