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BlackRock Credit Allocation Income Trust
BTZ

93 hedge funds and large institutions have $420M invested in BlackRock Credit Allocation Income Trust in 2013 Q2 according to their latest regulatory filings, with 93 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

29.9% more ownership

Funds ownership: 0% → 29.9% (+30%)

Holders
93
Holders Change
+93
Holders Change %
–
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.16%
New
93
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$71.6M +$76.4M +5,517,400 New
RVP
2
Relative Value Partners
Illinois
$52.6M +$56.1M +4,050,070 New
RCM
3
Rivernorth Capital Management
Florida
$41.8M +$44.7M +3,223,380 New
Morgan Stanley
4
Morgan Stanley
New York
$37M +$39.5M +2,850,883 New
SIA
5
Sit Investment Associates
Minnesota
$29.8M +$31.8M +2,293,628 New
Bank of America
6
Bank of America
North Carolina
$19M +$20.3M +1,463,717 New
FIMG
7
Financial & Investment Management Group
Michigan
$17.3M +$18.5M +1,333,008 New
SAMC
8
Spectrum Asset Management (Connecticut)
Connecticut
$15.9M +$17M +1,224,706 New
PPA
9
Parametric Portfolio Associates
Washington
$15M +$16M +1,155,382 New
GC
10
Guggenheim Capital
Illinois
$13.5M +$14.4M +1,040,038 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$12.7M +$13.5M +977,655 New
AQR Capital Management
12
AQR Capital Management
Connecticut
$6.07M +$6.48M +467,625 New
Invesco
13
Invesco
Georgia
$5.99M +$6.39M +461,576 New
1CP
14
1607 Capital Partners
Virginia
$5.25M +$5.61M +404,822 New
MCC
15
Mid Continent Capital
Illinois
$5.22M +$5.57M +402,259 New
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$5.16M +$5.5M +397,300 New
AAM
17
Advisors Asset Management
Colorado
$5.08M +$5.42M +391,580 New
U
18
UBS
Switzerland
$5.03M +$5.37M +387,726 New
LIM
19
Longfellow Investment Management
Massachusetts
$4.63M +$4.94M +356,369 New
SG Americas Securities
20
SG Americas Securities
New York
$4.2M +$4.48M +323,514 New
CA
21
Commerzbank Aktiengesellschaft
Germany
$4.16M +$4.44M +320,649 New
MRCM
22
M&R Capital Management
New Jersey
$4.02M +$4.29M +309,802 New
HK
23
Horizon Kinetics
New York
$3.77M +$4.02M +290,467 New
LPL Financial
24
LPL Financial
California
$3.75M +$4M +288,545 New
KIM
25
Karpus Investment Management
New York
$3.13M +$3.34M +241,152 New
1
2 3 4

BTZ Hedge Fund Activity: Q2 2013 in Review

93 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q2 2013, worth a combined $420M.

Buyers outnumbered sellers: 93 funds opened new BTZ positions and 0 closed out — a net gain of 93 holders — while 0 added to existing stakes and 0 trimmed.

  • 93 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $420M of BlackRock Credit Allocation Income Trust stock for Q2 2013.
  • 93 funds opened new BlackRock Credit Allocation Income Trust positions in Q2 2013 and 0 closed out, a net change of +93 holders.

Based on aggregated 13F filings for Q2 2013.