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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

124 hedge funds and large institutions have $631M invested in BlackRock Credit Allocation Income Trust in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
-4
Holders Change %
-3.13%
% of All Funds
2.72%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
32
Reduced
49
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$11M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.57M
3
PPA
Parametric Portfolio Associates
Washington
+$2.41M
4
BI
Bramshill Investments
Florida
+$2.02M
5
RJA
Raymond James & Associates
Florida
+$1.75M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$18.1M
2
SCM
Saba Capital Management
New York
-$12.1M
3
MGAM
McGowan Group Asset Management
Texas
-$10.4M
4
KIM
Karpus Investment Management
New York
-$10.1M
5
RVPG
Relative Value Partners Group
-$5.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$207M -$18.1M -1,326,685 -8%
Bank of America
2
Bank of America
North Carolina
$65.1M +$11M +804,029 +20%
SCM
3
Saba Capital Management
New York
$62.2M -$12.1M -887,436 -16%
KIM
4
Karpus Investment Management
New York
$36.6M -$10.1M -738,521 -22%
SIA
5
Sit Investment Associates
Minnesota
$24.7M -$1.53M -112,363 -6%
Morgan Stanley
6
Morgan Stanley
New York
$21.3M +$788K +57,858 +4%
Invesco
7
Invesco
Georgia
$18.1M -$534K -39,206 -3%
RVPG
8
Relative Value Partners Group
$15.4M -$5.65M -414,710 -27%
UBS Group
9
UBS Group
Switzerland
$14.2M +$804K +59,048 +6%
SAMC
10
Spectrum Asset Management (Connecticut)
Connecticut
$13.2M – – –
CIA
11
Capital Investment Advisors
Georgia
$11.1M +$241K +17,688 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$10.6M -$17.4K -1,280 -0.2%
PPA
13
Parametric Portfolio Associates
Washington
$10.5M +$2.41M +177,102 +30%
NL
14
NWAM LLC
Washington
$9.46M -$208K -15,281 -2%
JFGIW
15
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.41M +$461K +33,852 +6%
EIA
16
Edgemoor Investment Advisors
Maryland
$8.11M -$59.4K -4,361 -0.7%
RJA
17
Raymond James & Associates
Florida
$7.38M +$1.75M +128,448 +31%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$5.56M +$86.5K +6,351 +2%
TJHA
19
Thomas J. Herzfeld Advisors
Florida
$5.42M +$2.57M +188,456 +90%
BI
20
Bulldog Investors
New Jersey
$4.62M +$1.14M +83,937 +33%
LDFR
21
Lehman & Derafelo Financial Resources
Pennsylvania
$4M -$54.1K -3,972 -1%
1CP
22
1607 Capital Partners
Virginia
$3.97M -$4.09M -300,500 -51%
EDRIA
23
Edmonds Duncan Registered Investment Advisors
Kansas
$3.6M +$30.5K +2,242 +0.9%
AA
24
Apriem Advisors
California
$3.52M -$243K -17,867 -6%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$3.36M -$68K -4,991 -2%
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