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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

115 hedge funds and large institutions have $605M invested in BlackRock Credit Allocation Income Trust in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+3
Holders Change %
+2.68%
% of All Funds
2.87%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
13
Increased
42
Reduced
33
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$10.6M
2
SIA
Sit Investment Associates
Minnesota
+$5.95M
3
PPA
Parametric Portfolio Associates
Washington
+$5.34M
4
Bank of America
Bank of America
North Carolina
+$3.69M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.03M

Top Sellers

1
FWIA
Fort Washington Investment Advisors
Ohio
-$8.45M
2
RCM
Rivernorth Capital Management
Florida
-$3.73M
3
AWMS
Advocacy Wealth Management Services
Georgia
-$2.78M
4
LPL Financial
LPL Financial
California
-$2.34M
5
FFA
First Foundation Advisors
California
-$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$154M +$10.6M +786,737 +7%
SIA
2
Sit Investment Associates
Minnesota
$55M +$5.95M +442,499 +12%
Bank of America
3
Bank of America
North Carolina
$49M +$3.69M +274,486 +8%
KIM
4
Karpus Investment Management
New York
$43.2M -$116K -8,612 -0.3%
RCM
5
Rivernorth Capital Management
Florida
$38.5M -$3.73M -277,432 -9%
UBS Group
6
UBS Group
Switzerland
$32.5M +$1.02M +75,662 +3%
RVPG
7
Relative Value Partners Group
$27.7M -$83.7K -6,222 -0.3%
Invesco
8
Invesco
Georgia
$15.7M +$175K +12,977 +1%
Morgan Stanley
9
Morgan Stanley
New York
$15.2M +$906K +67,346 +6%
SAMC
10
Spectrum Asset Management (Connecticut)
Connecticut
$13M – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$12M +$1.05M +77,693 +10%
MGAM
12
McGowan Group Asset Management
Texas
$11.7M -$71K -5,279 -0.6%
EIA
13
Edgemoor Investment Advisors
Maryland
$10.3M -$73.8K -5,490 -0.7%
NL
14
NWAM LLC
Washington
$9.68M +$411K +30,526 +4%
FWIA
15
Fort Washington Investment Advisors
Ohio
$8.63M -$8.45M – –
VIA
16
Vident Investment Advisory
Georgia
$7.31M +$1.1M +81,719 +18%
JFGIW
17
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.45M +$269K +19,962 +4%
CIA
18
Capital Investment Advisors
Georgia
$6.03M -$168K -12,478 -3%
PPA
19
Parametric Portfolio Associates
Washington
$5.34M +$5.34M +396,880 New
AWMS
20
Advocacy Wealth Management Services
Georgia
$5.01M -$2.78M -206,687 -36%
Bessemer Group
21
Bessemer Group
New Jersey
$4.3M -$538K -40,000 -11%
LFR
22
Lehman Financial Resources
Pennsylvania
$4.23M +$521 +39 +0%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$3.86M +$523K +38,858 +16%
MRCM
24
M&R Capital Management
New Jersey
$3.78M -$479K -36,100 -11%
BlackRock
25
BlackRock
New York
$3.41M – – –
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