BlackRock Credit Allocation Income Trust
BTZ
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.
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: 1 → 1 (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: 141 → 138 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$2.57M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.82M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.64M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.47M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$2.74M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$2.01M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$857K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$644K |
| 5 |
Jane Street
New York
|
-$590K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Fidelity Investments
Boston,
Massachusetts
| – | -$11K | -1,025 | Closed |
|
152
AssetMark Inc
Concord,
California
| – | -$1.55K | -145 | 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.