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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

125 hedge funds and large institutions have $597M invested in BlackRock Credit Allocation Income Trust in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-6
Holders Change %
-4.58%
% of All Funds
2.87%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
12
Increased
47
Reduced
34
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIMG
Financial & Investment Management Group
Michigan
+$8.09M
2
Wells Fargo
Wells Fargo
California
+$7.07M
3
SIA
Sit Investment Associates
Minnesota
+$3.85M
4
SCM
Saba Capital Management
New York
+$1.98M
5
RCM
Rivernorth Capital Management
Florida
+$1.66M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$11.8M
2
VIA
Vident Investment Advisory
Georgia
-$4.74M
3
PCP
Proficio Capital Partners
Massachusetts
-$2.78M
4
ACM
Ashford Capital Management
Delaware
-$1.78M
5
Bessemer Group
Bessemer Group
New Jersey
-$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$187M +$7.07M +558,093 +4%
SIA
2
Sit Investment Associates
Minnesota
$50.9M +$3.85M +303,792 +8%
Bank of America
3
Bank of America
North Carolina
$47.9M -$50.6K -3,993 -0.1%
KIM
4
Karpus Investment Management
New York
$41.2M +$404K +31,872 +1%
RCM
5
Rivernorth Capital Management
Florida
$37.4M +$1.66M +131,138 +5%
RVPG
6
Relative Value Partners Group
$25.1M -$158K -12,500 -0.6%
UBS Group
7
UBS Group
Switzerland
$19.7M -$11.8M -931,375 -37%
Morgan Stanley
8
Morgan Stanley
New York
$18M +$985K +77,776 +6%
Invesco
9
Invesco
Georgia
$15.5M +$368K +29,058 +2%
SAMC
10
Spectrum Asset Management (Connecticut)
Connecticut
$12.2M – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10.9M -$719K -56,761 -6%
MGAM
12
McGowan Group Asset Management
Texas
$10.6M -$168K -13,279 -2%
NL
13
NWAM LLC
Washington
$9.47M -$477K -37,654 -5%
EIA
14
Edgemoor Investment Advisors
Maryland
$9.32M -$133K -10,527 -1%
FIMG
15
Financial & Investment Management Group
Michigan
$8.09M +$8.09M +638,714 New
CIA
16
Capital Investment Advisors
Georgia
$7.7M +$1.3M +102,591 +20%
PPA
17
Parametric Portfolio Associates
Washington
$7.37M +$279K +22,060 +4%
JFGIW
18
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.73M -$300K -23,645 -4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$4.38M +$153K +12,098 +4%
LFR
20
Lehman Financial Resources
Pennsylvania
$3.95M -$68.9K -5,438 -2%
FFA
21
First Foundation Advisors
California
$3.7M -$301K -23,733 -8%
VIA
22
Vident Investment Advisory
Georgia
$3.63M -$4.74M -377,424 -57%
MRCM
23
M&R Capital Management
New Jersey
$3.49M -$106K -8,350 -3%
BlackRock
24
BlackRock
New York
$3.23M – – –
EDRIA
25
Edmonds Duncan Registered Investment Advisors
Kansas
$3.03M +$38K +3,002 +1%
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