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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
POIA
126
Pin Oak Investment Advisors
Texas
$5K – – –
GGI
127
Godsey & Gibb Inc
Virginia
$4.06K – – –
SC
128
Stephens Consulting
Michigan
$3.04K – – –
SWM
129
Spire Wealth Management
Virginia
$2.87K – – –
SWM
130
Sanctuary Wealth Management
Idaho
$2.85K +$2.89K +281 New
SL
131
Savior LLC
Massachusetts
$2.33K – – –
SIS
132
Sound Income Strategies
Florida
$2.27K – – –
LSA
133
Lansing Street Advisors
Pennsylvania
$2.05K +$21 +2 +1%
TIM
134
Tortoise Investment Management
New York
$2.05K +$2.08K +202 New
WWM
135
Wolff Wiese Magana
California
$2.03K – – –
GWM
136
Geneos Wealth Management
Colorado
$1.77K -$1.42K -138 -44%
HCM
137
Hollencrest Capital Management
California
$1.36K – – –
GRP
138
Global Retirement Partners
California
$1K – – –
HNB
139
Huntington National Bank
Ohio
$20 – – –
Fidelity Investments
140
Fidelity Investments
Massachusetts
$10 +$10 +1 New
LSC
141
Logan Stone Capital
Illinois
– -$571K -55,521 Closed
OFG
142
OTA Financial Group
New York
– -$291K -28,325 Closed
Jane Street
143
Jane Street
New York
– -$219K -21,285 Closed
Millennium Management
144
Millennium Management
New York
– -$201K -19,521 Closed
SPC
145
Sigma Planning Corp
Michigan
– -$181K -17,599 Closed
FCH
146
Freestone Capital Holdings
Washington
– -$165K -16,000 Closed
Nomura Holdings
147
Nomura Holdings
Japan
– -$154K -15,000 Closed
VF
148
Virtu Financial
New York
– -$146K -14,198 Closed
AWM
149
Axxcess Wealth Management
California
– -$117K -11,412 Closed
AAS
150
Ameritas Advisory Services
Nebraska
– -$79.9K -7,763 Closed
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.