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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

131 hedge funds and large institutions have $631M invested in BlackRock Credit Allocation Income Trust in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+18
Holders Change %
+15.93%
% of All Funds
2.98%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
27
Increased
45
Reduced
37
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$18.3M
2
SEI Investments
SEI Investments
Pennsylvania
+$4.26M
3
Morgan Stanley
Morgan Stanley
New York
+$1.74M
4
PPA
Parametric Portfolio Associates
Washington
+$1.56M
5
SIA
Sit Investment Associates
Minnesota
+$1.06M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$3.03M
2
Bessemer Group
Bessemer Group
New Jersey
-$2.8M
3
Bank of America
Bank of America
North Carolina
-$1.33M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
-$1.25M
5
RCM
Rivernorth Capital Management
Florida
-$837K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$189M +$18.3M +1,372,264 +11%
Bank of America
2
Bank of America
North Carolina
$50.4M -$1.33M -99,666 -3%
SIA
3
Sit Investment Associates
Minnesota
$49.5M +$1.06M +79,381 +2%
KIM
4
Karpus Investment Management
New York
$42.9M -$3.03M -227,785 -7%
RCM
5
Rivernorth Capital Management
Florida
$37.6M -$837K -62,805 -2%
UBS Group
6
UBS Group
Switzerland
$33.1M +$273K +20,523 +0.8%
RVPG
7
Relative Value Partners Group
$26.6M +$463K +34,780 +2%
Morgan Stanley
8
Morgan Stanley
New York
$17.9M +$1.74M +130,764 +11%
Invesco
9
Invesco
Georgia
$15.9M +$638K +47,935 +4%
SAMC
10
Spectrum Asset Management (Connecticut)
Connecticut
$12.9M – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$12.2M -$107K -8,069 -0.9%
MGAM
12
McGowan Group Asset Management
Texas
$11.3M -$212K -15,905 -2%
NL
13
NWAM LLC
Washington
$10.5M +$380K +28,563 +4%
EIA
14
Edgemoor Investment Advisors
Maryland
$9.84M -$139K -10,539 -1%
VIA
15
Vident Investment Advisory
Georgia
$8.87M +$932K +70,006 +12%
PPA
16
Parametric Portfolio Associates
Washington
$7.45M +$1.56M +116,971 +26%
JFGIW
17
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.39M +$370K +27,750 +5%
CIA
18
Capital Investment Advisors
Georgia
$6.73M +$314K +23,594 +5%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$4.44M +$425K +31,904 +11%
SEI Investments
20
SEI Investments
Pennsylvania
$4.43M +$4.26M +38,964 +2,383%
LFR
21
Lehman Financial Resources
Pennsylvania
$4.22M +$786 +59 +0%
FFA
22
First Foundation Advisors
California
$4.21M +$364K +27,301 +9%
MRCM
23
M&R Capital Management
New Jersey
$3.78M -$9.32K -700 -0.2%
BlackRock
24
BlackRock
New York
$3.39M – – –
EDRIA
25
Edmonds Duncan Registered Investment Advisors
Kansas
$3.15M -$203K -15,224 -6%
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