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BlackRock Credit Allocation Income Trust

138 hedge funds and large institutions have $358M invested in BlackRock Credit Allocation Income Trust in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $356M → $358M (+$1.41M)

0.11% more ownership

Funds ownership: 35.68%35.79% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

5% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 44

2% less funds holding

Funds holding: 141138 (-3)

Holders
138
Holders Change
-3
Holders Change %
-2.13%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
42
Reduced
44
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWMG
126
Redwood Wealth Management Group
New Jersey
$11.8K +$11.5K +1,100 New
PP
127
Pacifica Partners
Canada
$10.8K +$324 +31 +3%
NS
128
NBC Securities
Alabama
$10K
BHWM
129
Beaird Harris Wealth Management
Texas
$9.35K +$9.12K +873 New
PTC
130
Private Trust Company
Ohio
$7.97K
CP
131
Camelot Portfolios
Ohio
$7.97K +$7.77K +744 New
GWP
132
Gen-Wealth Partners
Michigan
$6.16K
GWM
133
Geneos Wealth Management
Colorado
$4.43K
SC
134
Stephens Consulting
Michigan
$3.21K
SWM
135
Spire Wealth Management
Virginia
$3.03K
SWM
136
Sanctuary Wealth Management
Idaho
$3.01K
TIM
137
Tortoise Investment Management
New York
$2.38K +$52 +5 +2%
GRP
138
Global Retirement Partners
California
$2.21K
WWM
139
Wolff Wiese Magana
California
$2.14K
HNB
140
Huntington National Bank
Ohio
$21
HF
141
HRT Financial
New York
-$523K -49,012 Closed
SP
142
Stonebrook Private
Michigan
-$195K -18,239 Closed
Goldman Sachs
143
Goldman Sachs
New York
-$147K -13,705 Closed
IPAM
144
Investment Partners Asset Management
New Jersey
-$129K -12,073 Closed
SFS
145
Shaker Financial Services
Virginia
-$128K -12,000 Closed
EDRIA
146
Edmonds Duncan Registered Investment Advisors
Kansas
-$117K -10,900 Closed
SSG
147
Summit Securities Group
New York
-$70K -6,537 Closed
SIC
148
SJS Investment Consulting
Ohio
-$17.6K -1,649 Closed
TRCT
149
Tower Research Capital (TRC)
New York
-$12K -1,126 Closed
CA
150
CoreCap Advisors
Michigan
-$11.6K -1,086 Closed

BTZ Hedge Fund Activity: Q2 2024 in Review

138 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q2 2024, worth a combined $358M — up 0.39% from $356M a quarter earlier.

Fund positioning in BTZ was balanced in Q2 2024: 12 funds opened new positions, 12 closed out, 42 added to existing stakes and 44 trimmed.

The largest buyer was Invesco, adding an estimated $2.57M. The largest seller was AQR Arbitrage, cutting an estimated $2.74M.

  • 138 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q2 2024, down from 141 in Q1 2024.
  • Funds reported $358M of BlackRock Credit Allocation Income Trust stock for Q2 2024, up 0.39% quarter-over-quarter.
  • 12 funds opened new BlackRock Credit Allocation Income Trust positions in Q2 2024 and 12 closed out, a net change of 0 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q2 2024 was Invesco, an estimated $2.57M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q2 2024 was AQR Arbitrage, an estimated $2.74M sold.

Based on aggregated 13F filings for Q2 2024.