BTZ icon

BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

133 hedge funds and large institutions have $489M invested in BlackRock Credit Allocation Income Trust in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-3
Holders Change %
-2.21%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
13
Increased
49
Reduced
40
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$44.6M
2
SFS
Sowell Financial Services
Arkansas
+$5.83M
3
Cohen & Steers
Cohen & Steers
New York
+$3.83M
4
SIA
Sit Investment Associates
Minnesota
+$1.38M
5
Bank of America
Bank of America
North Carolina
+$1.28M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$5.88M
2
Morgan Stanley
Morgan Stanley
New York
-$4.49M
3
PCM
Penserra Capital Management
California
-$4.12M
4
KIM
Karpus Investment Management
New York
-$3.61M
5
NL
NWAM LLC
Washington
-$3.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$72.9M +$1.38M +94,229 +2%
Bank of America
2
Bank of America
North Carolina
$71.7M +$1.28M +87,100 +2%
PPA
3
Parametric Portfolio Associates
Washington
$58.6M +$44.6M +3,041,405 +320%
Wells Fargo
4
Wells Fargo
California
$56.8M -$5.88M -400,702 -9%
Morgan Stanley
5
Morgan Stanley
New York
$20.9M -$4.49M -305,920 -18%
UBS Group
6
UBS Group
Switzerland
$19.9M +$537K +36,571 +3%
GC
7
Guggenheim Capital
Illinois
$17.9M -$722K -49,202 -4%
Invesco
8
Invesco
Georgia
$14.2M +$451K +30,720 +3%
SAMC
9
Spectrum Asset Management (Connecticut)
Connecticut
$10.6M – – –
BI
10
Bramshill Investments
Florida
$10.2M +$147K +10,014 +1%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.99M -$303K -20,626 -3%
JFGIW
12
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.9M -$105K -7,171 -1%
RJA
13
Raymond James & Associates
Florida
$9.57M +$827K +56,305 +9%
CIA
14
Capital Investment Advisors
Georgia
$7.78M +$301K +20,484 +4%
Cohen & Steers
15
Cohen & Steers
New York
$7.39M +$3.83M +261,234 +108%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$6.31M +$408K +27,810 +7%
EIA
17
Edgemoor Investment Advisors
Maryland
$6.24M -$1.69K -115 -0%
SFS
18
Sowell Financial Services
Arkansas
$5.85M +$5.83M +391,618 +47,526%
EDRIA
19
Edmonds Duncan Registered Investment Advisors
Kansas
$4.18M -$6.49K -442 -0.2%
LPL Financial
20
LPL Financial
California
$4.16M +$559K +38,066 +16%
AAM
21
Advisors Asset Management
Colorado
$4.07M +$784K +53,386 +24%
IWA
22
IBEX Wealth Advisors
New Jersey
$3.7M -$12K -816 -0.3%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$3.04M -$375K -25,564 -11%
LDFR
24
Lehman & Derafelo Financial Resources
Pennsylvania
$3.04M +$396 +27 +0%
NL
25
NWAM LLC
Washington
$2.95M -$3.59M -244,556 -55%
1
2 3 4 5