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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

119 hedge funds and large institutions have $557M invested in BlackRock Credit Allocation Income Trust in 2016 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
119
Holders Change
+6
Holders Change %
+5.31%
% of All Funds
3.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
14
Increased
45
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AMH
1
Apollo Management Holdings
New York
$5.3M
2
Bank of America
2
Bank of America
North Carolina
$47M
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$9.29M
4
SIA
4
Sit Investment Associates
Minnesota
$47M
5
Invesco
5
Invesco
Georgia
$15.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$129M
2
RCM
2
Rivernorth Capital Management
Florida
$39.1M
3
1CP
3
1607 Capital Partners
Virginia
$0
4
CRC
4
Curi RMB Capital
Illinois
$731K
5
OA
5
Oxbow Advisors
Texas
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$129M 9,631,492 -244,535 -2%
SIA
2
Sit Investment Associates
Minnesota
$47M 3,517,289 +120,529 +4%
Bank of America
3
Bank of America
North Carolina
$47M 3,516,959 +358,469 +11%
RCM
4
Rivernorth Capital Management
Florida
$39.1M 2,928,413 -223,749 -7%
KIM
5
Karpus Investment Management
New York
$38.7M 2,897,726 +28,699 +1%
RVPG
6
Relative Value Partners Group
$30.4M 2,273,994 +9,518 +0.4%
Morgan Stanley
7
Morgan Stanley
New York
$16.7M 1,248,320 +109,481 +10%
Invesco
8
Invesco
Georgia
$15.6M 1,165,146 +109,844 +10%
SAMC
9
Spectrum Asset Management (Connecticut)
Connecticut
$12.9M 966,571 – –
UBS Group
10
UBS Group
Switzerland
$11.7M 874,696 +32,150 +4%
MGAM
11
McGowan Group Asset Management
Texas
$11.6M 867,358 +56,726 +7%
OA
12
Oxbow Advisors
Texas
$11.4M 851,371 -127,282 -13%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$10.3M 774,314 +6,773 +0.9%
EIA
14
Edgemoor Investment Advisors
Maryland
$10M 751,005 +3,444 +0.5%
AWMS
15
Advocacy Wealth Management Services
Georgia
$9.29M 695,696 +230,856 +50%
NL
16
NWAM LLC
Washington
$8.9M 666,268 +26,974 +4%
FWIA
17
Fort Washington Investment Advisors
Ohio
– – – –
Bessemer Group
18
Bessemer Group
New Jersey
$6.63M 496,490 -30,000 -6%
CIA
19
Capital Investment Advisors
Georgia
$5.87M 439,422 +16,498 +4%
FFA
20
First Foundation Advisors
California
$5.46M 408,673 -47,252 -10%
AMH
21
Apollo Management Holdings
New York
$5.3M 396,941 +396,941 New
MRCM
22
M&R Capital Management
New Jersey
$4.34M 324,745 -6,050 -2%
LFR
23
Lehman Financial Resources
Pennsylvania
$4.22M 315,799 +62 +0%
JFGIW
24
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.88M 290,698 -10,250 -3%
RJA
25
Raymond James & Associates
Florida
$3.52M 263,933 +6,511 +3%
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