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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
CA
126
CoreCap Advisors
Michigan
$11K +$11K +1,086 New
BCWM
127
Bartlett & Co Wealth Management
Ohio
$10.3K – – –
AWM
128
Atticus Wealth Management
Florida
$10.1K – – –
BC
129
Bartlett & Co
Ohio
$10K – – –
EWA
130
EverSource Wealth Advisors
Alabama
$9.73K – – –
PP
131
Pacifica Partners
Canada
$8.79K +$284 +28 +3%
BCMLT
132
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.7K – – –
RA
133
Rise Advisors
New York
$7.67K +$183 +18 +2%
CTC
134
Central Trust Company
Missouri
$7.58K – – –
CT
135
Cambridge Trust
Massachusetts
$5K – – –
POIA
136
Pin Oak Investment Advisors
Texas
$5K – – –
GGI
137
Godsey & Gibb Inc
Virginia
$4.04K +$4.06K +400 New
GWM
138
Geneos Wealth Management
Colorado
$3.15K – – –
SC
139
Stephens Consulting
Michigan
$3.03K – – –
SWM
140
Spire Wealth Management
Virginia
$3K – – –
AWM
141
Accurate Wealth Management
Florida
$2.97K +$2.87K +282 New
SWM
142
Sanctuary Wealth Management
Idaho
$2.84K +$2.85K +281 New
SL
143
Savior LLC
Massachusetts
$2.32K – – –
SIS
144
Sound Income Strategies
Florida
$2.26K – – –
WWM
145
Wolff Wiese Magana
California
$2.02K – – –
LSA
146
Lansing Street Advisors
Pennsylvania
$2.02K +$2.03K +200 New
CM
147
Cornerstone Management
Georgia
$1.82K – – –
HCM
148
Hollencrest Capital Management
California
$1.35K +$1.36K +134 New
GRP
149
Global Retirement Partners
California
$1K – – –
PAG
150
Private Advisor Group
New Jersey
$305 +$264 +26 +0.1%
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.