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BlackRock Credit Allocation Income Trust
BTZ

149 hedge funds and large institutions have $404M invested in BlackRock Credit Allocation Income Trust in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

27% more capital invested

Capital invested by funds: $318M → $404M (+$85.8M)

22% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 37

13% more funds holding

Funds holding: 132 → 149 (+17)

6.76% more ownership

Funds ownership: 35.14% → 41.9% (+6.8%)

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
149
Holders Change
+17
Holders Change %
+12.88%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
32
Increased
45
Reduced
37
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$49.9M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$11.8M
3
AA
AQR Arbitrage
Connecticut
+$3.56M
4
LCM
Landscape Capital Management
New Jersey
+$3.03M
5
DADC
D.A. Davidson & Co
Montana
+$1.22M

Top Sellers

1
SAMC
Spectrum Asset Management (Connecticut)
Connecticut
-$7M
2
ACP
Arcus Capital Partners
Georgia
-$5.54M
3
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$2.01M
4
BI
Bramshill Investments
Florida
-$1.98M
5
Bank of America
Bank of America
North Carolina
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
126
GPS Wealth Strategies Group
Colorado
$23.2K – – –
US Bancorp
127
US Bancorp
Minnesota
$19.7K – – –
FPB
128
First PREMIER Bank
South Dakota
$18K – – –
SIC
129
SJS Investment Consulting
Ohio
$17K – – –
WB
130
Webster Bank
Connecticut
$14.2K – – –
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$14K +$13.4K +1,362 New
HI
132
Harbour Investments
Wisconsin
$13.6K – – –
NSIM
133
North Star Investment Management
Illinois
$12.7K – – –
BWM
134
Baystate Wealth Management
Massachusetts
$10.5K +$9.96K +1,016 New
AWM
135
Atticus Wealth Management
Florida
$10.3K – – –
NS
136
NBC Securities
Alabama
$10K – – –
PP
137
Pacifica Partners
Canada
$9.8K +$157 +16 +2%
PTC
138
Private Trust Company
Ohio
$7.68K +$7.3K +744 New
FGA
139
Fortis Group Advisors
New Jersey
$5.16K +$2.45K +250 +100%
GWM
140
Geneos Wealth Management
Colorado
$4.27K +$2.35K +240 +138%
TC
141
Truvestments Capital
Florida
$4.22K +$4.01K +409 New
RIM
142
Rockbridge Investment Management
New York
$3.26K +$3.1K +316 New
SC
143
Stephens Consulting
Michigan
$3.1K – – –
SWM
144
Spire Wealth Management
Virginia
$3.01K – – –
SWM
145
Sanctuary Wealth Management
Idaho
$2.9K – – –
TIM
146
Tortoise Investment Management
New York
$2.19K +$49 +5 +2%
GRP
147
Global Retirement Partners
California
$2.19K +$1.05K +107 +108%
WWM
148
Wolff Wiese Magana
California
$2.06K – – –
CIA
149
Cape Investment Advisory
Georgia
$1.77K +$1.69K +172 New
HNB
150
Huntington National Bank
Ohio
$21 – – –
3 4 5
6
7

BTZ Hedge Fund Activity: Q4 2023 in Review

149 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q4 2023, worth a combined $404M — up 27% from $318M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BTZ positions and 14 closed out — a net gain of 18 holders — while 45 added to existing stakes and 37 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $49.9M. The largest seller was Spectrum Asset Management (Connecticut), exiting entirely with an estimated $7M sold.

  • 149 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q4 2023, up from 132 in Q3 2023.
  • Funds reported $404M of BlackRock Credit Allocation Income Trust stock for Q4 2023, up 27% quarter-over-quarter.
  • 32 funds opened new BlackRock Credit Allocation Income Trust positions in Q4 2023 and 14 closed out, a net change of +18 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q4 2023 was Morgan Stanley, an estimated $49.9M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q4 2023 was Spectrum Asset Management (Connecticut), an estimated $7M sold.

Based on aggregated 13F filings for Q4 2023.