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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

128 hedge funds and large institutions have $591M invested in BlackRock Credit Allocation Income Trust in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+3
Holders Change %
+2.4%
% of All Funds
2.93%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
11
Increased
49
Reduced
32
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$9.99M
2
OA
Oxbow Advisors
Texas
+$5.09M
3
AWA
Arete Wealth Advisors
Illinois
+$4.19M
4
CRC
Curi RMB Capital
Illinois
+$2.81M
5
FIMG
Financial & Investment Management Group
Michigan
+$2.75M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$8.57M
2
BlackRock
BlackRock
New York
-$3.23M
3
Bank of America
Bank of America
North Carolina
-$2.62M
4
NL
NWAM LLC
Washington
-$432K
5
MRCM
M&R Capital Management
New Jersey
-$370K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$188M +$9.99M +827,038 +6%
Bank of America
2
Bank of America
North Carolina
$43.1M -$2.62M -216,562 -6%
KIM
3
Karpus Investment Management
New York
$41.5M +$2.01M +165,160 +5%
SIA
4
Sit Investment Associates
Minnesota
$40M -$8.57M -709,127 -18%
RCM
5
Rivernorth Capital Management
Florida
$35.7M – – –
RVPG
6
Relative Value Partners Group
$23.9M -$91.7K -7,588 -0.4%
UBS Group
7
UBS Group
Switzerland
$18.7M -$107K -8,891 -0.6%
Morgan Stanley
8
Morgan Stanley
New York
$17.3M +$191K +15,823 +1%
Invesco
9
Invesco
Georgia
$16M +$1.21M +100,289 +8%
SAMC
10
Spectrum Asset Management (Connecticut)
Connecticut
$11.7M – – –
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10.8M +$489K +40,465 +5%
FIMG
12
Financial & Investment Management Group
Michigan
$10.5M +$2.75M +227,673 +36%
MGAM
13
McGowan Group Asset Management
Texas
$9.94M -$153K -12,653 -2%
NL
14
NWAM LLC
Washington
$8.59M -$432K -35,752 -5%
EIA
15
Edgemoor Investment Advisors
Maryland
$8.53M -$355K -29,370 -4%
CIA
16
Capital Investment Advisors
Georgia
$8.07M +$722K +59,734 +10%
PPA
17
Parametric Portfolio Associates
Washington
$7.55M +$523K +43,293 +7%
JFGIW
18
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.32M -$99.3K -8,217 -2%
OA
19
Oxbow Advisors
Texas
$5.09M +$5.09M +421,365 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$4.63M +$452K +37,445 +11%
AWA
21
Arete Wealth Advisors
Illinois
$4.19M +$4.19M +347,174 New
CRC
22
Curi RMB Capital
Illinois
$3.96M +$2.81M +232,479 +244%
LFR
23
Lehman Financial Resources
Pennsylvania
$3.73M -$35.4K -2,934 -0.9%
FFA
24
First Foundation Advisors
California
$3.62M +$90.6K +7,504 +3%
VIA
25
Vident Investment Advisory
Georgia
$3.55M +$63.4K +5,248 +2%
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