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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

130 hedge funds and large institutions have $601M invested in BlackRock Credit Allocation Income Trust in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+2
Holders Change %
+1.56%
% of All Funds
2.98%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
12
Increased
57
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$8.87M
2
Wells Fargo
Wells Fargo
California
+$7.28M
3
1CP
1607 Capital Partners
Virginia
+$5.48M
4
AA
Apriem Advisors
California
+$2.53M
5
RCM
Robinson Capital Management
Michigan
+$2.2M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$24.8M
2
OA
Oxbow Advisors
Texas
-$4.59M
3
CRC
Curi RMB Capital
Illinois
-$1.82M
4
AWA
Arete Wealth Advisors
Illinois
-$1.64M
5
DA
Doliver Advisors
Texas
-$1.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$198M +$7.28M +594,774 +4%
Bank of America
2
Bank of America
North Carolina
$45.7M +$2.08M +169,579 +5%
KIM
3
Karpus Investment Management
New York
$42.6M +$801K +65,476 +2%
RCM
4
Rivernorth Capital Management
Florida
$36.2M – – –
RVPG
5
Relative Value Partners Group
$22.8M -$333K -28,418 -1%
UBS Group
6
UBS Group
Switzerland
$20.3M +$1.43M +116,710 +8%
Morgan Stanley
7
Morgan Stanley
New York
$17.7M +$139K +11,353 +0.8%
Invesco
8
Invesco
Georgia
$17.6M +$1.34M +109,353 +8%
SIA
9
Sit Investment Associates
Minnesota
$15.8M -$24.8M -2,023,081 -61%
SAMC
10
Spectrum Asset Management (Connecticut)
Connecticut
$11.8M – – –
SCM
11
Saba Capital Management
New York
$11.5M +$8.87M +724,912 +343%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$11.2M +$249K +20,382 +2%
MGAM
13
McGowan Group Asset Management
Texas
$10.3M +$281K +22,951 +3%
FIMG
14
Financial & Investment Management Group
Michigan
$10.3M -$290K -23,653 -3%
EIA
15
Edgemoor Investment Advisors
Maryland
$8.58M -$61.4K -5,020 -0.7%
CIA
16
Capital Investment Advisors
Georgia
$8.58M +$405K +33,062 +5%
NL
17
NWAM LLC
Washington
$8.18M -$523K -42,710 -6%
PPA
18
Parametric Portfolio Associates
Washington
$7.42M -$222K -18,137 -3%
JFGIW
19
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.82M +$422K +34,500 +7%
1CP
20
1607 Capital Partners
Virginia
$5.48M +$5.48M +447,458 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$4.94M +$250K +20,446 +5%
FFA
22
First Foundation Advisors
California
$3.8M +$129K +10,566 +4%
LFR
23
Lehman Financial Resources
Pennsylvania
$3.78M +$343 +28 +0%
VIA
24
Vident Investment Advisory
Georgia
$3.75M +$153K +12,528 +4%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$3.26M +$453K +37,000 +16%
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