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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

128 hedge funds and large institutions have $634M invested in BlackRock Credit Allocation Income Trust in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
–
Holders Change %
0%
% of All Funds
2.78%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
21
Increased
41
Reduced
38
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
Saba Capital Management
New York
+$20M
2
UBS Group
UBS Group
Switzerland
+$3.68M
3
SIA
Sit Investment Associates
Minnesota
+$3.38M
4
Wells Fargo
Wells Fargo
California
+$3.15M
5
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.01M

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$6.63M
2
Bank of America
Bank of America
North Carolina
-$5.64M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$4.46M
4
RVPG
Relative Value Partners Group
-$4.3M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$214M +$3.15M +242,519 +1%
SCM
2
Saba Capital Management
New York
$70.8M +$20M +1,538,624 +39%
Bank of America
3
Bank of America
North Carolina
$51.6M -$5.64M -435,150 -10%
KIM
4
Karpus Investment Management
New York
$44.5M -$330K -25,470 -0.7%
SIA
5
Sit Investment Associates
Minnesota
$25M +$3.38M +260,248 +16%
RVPG
6
Relative Value Partners Group
$20M -$4.3M -331,471 -18%
Morgan Stanley
7
Morgan Stanley
New York
$19.6M +$1.14M +87,867 +6%
Invesco
8
Invesco
Georgia
$17.7M -$474K -36,584 -3%
UBS Group
9
UBS Group
Switzerland
$12.8M +$3.68M +283,628 +40%
SAMC
10
Spectrum Asset Management (Connecticut)
Connecticut
$12.5M – – –
CIA
11
Capital Investment Advisors
Georgia
$10.4M +$492K +37,920 +5%
MGAM
12
McGowan Group Asset Management
Texas
$10.4M -$1.19M -91,639 -10%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$10.1M -$32.4K -2,500 -0.3%
NL
14
NWAM LLC
Washington
$9.21M -$24.1K -1,855 -0.3%
EIA
15
Edgemoor Investment Advisors
Maryland
$7.78M -$216K -16,674 -3%
PPA
16
Parametric Portfolio Associates
Washington
$7.68M +$228K +17,546 +3%
1CP
17
1607 Capital Partners
Virginia
$7.68M -$6.63M -511,200 -46%
JFGIW
18
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.57M +$204K +15,710 +3%
RJA
19
Raymond James & Associates
Florida
$5.36M +$1.24M +95,701 +30%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$5.21M +$280K +21,593 +6%
LDFR
21
Lehman & Derafelo Financial Resources
Pennsylvania
$3.91M -$65.2K -4,971 -2%
AA
22
Apriem Advisors
California
$3.58M -$191K -14,691 -5%
EDRIA
23
Edmonds Duncan Registered Investment Advisors
Kansas
$3.4M +$342K +26,314 +11%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$3.26M -$117K -9,032 -3%
FFA
25
First Foundation Advisors
California
$3.23M -$20.5K -1,577 -0.6%
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