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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

140 hedge funds and large institutions have $596M invested in BlackRock Credit Allocation Income Trust in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+16
Holders Change %
+12.9%
% of All Funds
2.76%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
32
Increased
53
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$18.1M
2
SIA
Sit Investment Associates
Minnesota
+$14.1M
3
BI
Bramshill Investments
Florida
+$6.69M
4
PCM
Penserra Capital Management
California
+$3.42M
5
UBS Group
UBS Group
Switzerland
+$2.53M

Top Sellers

1
SCM
Saba Capital Management
New York
-$56.5M
2
KIM
Karpus Investment Management
New York
-$36.6M
3
Wells Fargo
Wells Fargo
California
-$28.4M
4
BI
Bulldog Investors
New Jersey
-$4.62M
5
1CP
1607 Capital Partners
Virginia
-$3.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$184M -$28.4M -2,032,353 -13%
Bank of America
2
Bank of America
North Carolina
$68.7M +$1.82M +129,927 +3%
RCM
3
Rivernorth Capital Management
Florida
$45.1M +$18.1M +1,293,639 +67%
SIA
4
Sit Investment Associates
Minnesota
$39.5M +$14.1M +1,008,350 +56%
Morgan Stanley
5
Morgan Stanley
New York
$22.9M +$1.02M +73,277 +5%
Invesco
6
Invesco
Georgia
$20M +$1.4M +100,409 +8%
UBS Group
7
UBS Group
Switzerland
$17.2M +$2.53M +180,952 +17%
RVPG
8
Relative Value Partners Group
$15.1M -$765K -54,420 -5%
SAMC
9
Spectrum Asset Management (Connecticut)
Connecticut
$13.5M – – –
PPA
10
Parametric Portfolio Associates
Washington
$12.3M +$1.58M +112,971 +15%
CIA
11
Capital Investment Advisors
Georgia
$11.9M +$453K +32,415 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$10.5M -$414K -29,600 -4%
NL
13
NWAM LLC
Washington
$9.7M -$8.02K -574 -0.1%
JFGIW
14
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.14M +$512K +36,650 +6%
BI
15
Bramshill Investments
Florida
$8.77M +$6.69M +478,755 +323%
EIA
16
Edgemoor Investment Advisors
Maryland
$8.34M +$10.4K +745 +0.1%
RJA
17
Raymond James & Associates
Florida
$8.26M +$685K +48,990 +9%
SCM
18
Saba Capital Management
New York
$7.36M -$56.5M -4,041,740 -88%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$6.02M +$315K +22,564 +6%
TJHA
20
Thomas J. Herzfeld Advisors
Florida
$5.84M +$285K +20,377 +5%
LDFR
21
Lehman & Derafelo Financial Resources
Pennsylvania
$4.11M +$7.48K +535 +0.2%
FFA
22
First Foundation Advisors
California
$3.92M +$522K +37,339 +15%
EDRIA
23
Edmonds Duncan Registered Investment Advisors
Kansas
$3.58M -$107K -7,684 -3%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$3.55M +$106K +7,571 +3%
AA
25
Apriem Advisors
California
$3.46M -$146K -10,419 -4%
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