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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

112 hedge funds and large institutions have $572M invested in BlackRock Credit Allocation Income Trust in 2017 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-4
Holders Change %
-3.45%
% of All Funds
2.79%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
8
Increased
31
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$19.4M
2
VIA
Vident Investment Advisory
Georgia
+$6.08M
3
SIA
Sit Investment Associates
Minnesota
+$3.53M
4
BlackRock
BlackRock
New York
+$3.33M
5
Wells Fargo
Wells Fargo
California
+$1.78M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$12.9M
2
OA
Oxbow Advisors
Texas
-$10.7M
3
FWIA
Fort Washington Investment Advisors
Ohio
-$8.32M
4
AMH
Apollo Management Holdings
New York
-$5.5M
5
Millennium Management
Millennium Management
New York
-$3.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$140M +$1.78M +135,594 +1%
SIA
2
Sit Investment Associates
Minnesota
$48M +$3.53M +268,316 +8%
Bank of America
3
Bank of America
North Carolina
$44.3M -$2.71M -206,187 -6%
KIM
4
Karpus Investment Management
New York
$42.4M -$362K -27,528 -0.8%
RCM
5
Rivernorth Capital Management
Florida
$41.3M -$48.5K -3,685 -0.1%
UBS Group
6
UBS Group
Switzerland
$30.8M +$19.4M +1,477,766 +171%
RVPG
7
Relative Value Partners Group
$27.1M -$2.09M -159,119 -7%
Invesco
8
Invesco
Georgia
$15.2M +$334K +25,390 +2%
Morgan Stanley
9
Morgan Stanley
New York
$14M -$2.8M -212,413 -17%
SAMC
10
Spectrum Asset Management (Connecticut)
Connecticut
$12.7M – – –
MGAM
11
McGowan Group Asset Management
Texas
$11.5M -$107K -8,100 -0.9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$10.7M +$828K +62,920 +8%
EIA
13
Edgemoor Investment Advisors
Maryland
$10.1M +$30.9K +2,351 +0.3%
NL
14
NWAM LLC
Washington
$9.07M +$625K +47,519 +7%
FWIA
15
Fort Washington Investment Advisors
Ohio
$8.45M -$8.32M -641,704 Closed
AWMS
16
Advocacy Wealth Management Services
Georgia
$7.63M -$2.36M -179,263 -24%
VIA
17
Vident Investment Advisory
Georgia
$6.08M +$6.08M +462,044 New
CIA
18
Capital Investment Advisors
Georgia
$6.06M -$71.5K -5,433 -1%
JFGIW
19
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.04M +$1.42M +108,100 +31%
Bessemer Group
20
Bessemer Group
New Jersey
$4.74M -$1.27M -96,700 -21%
MRCM
21
M&R Capital Management
New Jersey
$4.22M -$32.2K -2,450 -0.8%
LFR
22
Lehman Financial Resources
Pennsylvania
$4.17M +$803 +61 +0%
FFA
23
First Foundation Advisors
California
$4.04M -$1.46M -110,697 -27%
BlackRock
24
BlackRock
New York
$3.33M +$3.33M +253,255 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$3.26M +$290K +22,011 +10%
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