BTZ icon

BlackRock Credit Allocation Income Trust

136 hedge funds and large institutions have $455M invested in BlackRock Credit Allocation Income Trust in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+10
Holders Change %
+7.94%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
48
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$71.7M -$2.13M -144,674 -3%
Bank of America
2
Bank of America
North Carolina
$70.6M +$2.57M +174,861 +4%
Wells Fargo
3
Wells Fargo
California
$62.8M -$103K -7,019 -0.2%
Morgan Stanley
4
Morgan Stanley
New York
$25.4M +$1.52M +103,125 +6%
UBS Group
5
UBS Group
Switzerland
$19.4M +$83.9K +5,705 +0.4%
GC
6
Guggenheim Capital
Illinois
$18.7M -$119K -8,095 -0.6%
PPA
7
Parametric Portfolio Associates
Washington
$14M +$682K +46,354 +5%
Invesco
8
Invesco
Georgia
$13.8M -$3.01M -204,520 -18%
SAMC
9
Spectrum Asset Management (Connecticut)
Connecticut
$10.6M
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$10.3M +$1.15M +77,932 +13%
BI
11
Bramshill Investments
Florida
$10.1M +$1.34M +90,923 +15%
JFGIW
12
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10M +$138K +9,393 +1%
RJA
13
Raymond James & Associates
Florida
$8.76M +$454K +30,885 +5%
CIA
14
Capital Investment Advisors
Georgia
$7.49M -$1M -68,121 -12%
NL
15
NWAM LLC
Washington
$6.55M -$390K -26,546 -6%
EIA
16
Edgemoor Investment Advisors
Maryland
$6.25M -$55.7K -3,786 -0.9%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$5.91M +$315K +21,431 +6%
EDRIA
18
Edmonds Duncan Registered Investment Advisors
Kansas
$4.25M -$36.1K -2,419 -0.8%
PCM
19
Penserra Capital Management
California
$4.12M +$289K +19,615 +8%
IWA
20
IBEX Wealth Advisors
New Jersey
$3.72M -$125K -8,474 -3%
KIM
21
Karpus Investment Management
New York
$3.61M -$10.6M -723,690 -75%
LPL Financial
22
LPL Financial
California
$3.61M +$292K +19,826 +9%
Cohen & Steers
23
Cohen & Steers
New York
$3.56M +$1.41M +96,104 +66%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$3.43M +$178K +12,072 +5%
AAM
25
Advisors Asset Management
Colorado
$3.3M +$1.08M +73,101 +48%