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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

149 hedge funds and large institutions have $333M invested in BlackRock Credit Allocation Income Trust in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 48 reducing their positions, and 20 closing their positions.

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
36
Reduced
48
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$8.79M
2
SFS
2
Sowell Financial Services
Arkansas
$4.68M
3
SIA
3
Sit Investment Associates
Minnesota
$52.6M
4
CIA
4
Capital Investment Advisors
Georgia
$6.14M
5
ECM
5
Evergreen Capital Management
Washington
$5.43M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.4M
2
GC
2
Guggenheim Capital
Illinois
$13.3M
3
RCM
3
Rivernorth Capital Management
Florida
$5.03M
4
Franklin Resources
4
Franklin Resources
California
$0
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$920K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$52.6M 5,207,917 +433,193 +9%
Morgan Stanley
2
Morgan Stanley
New York
$46.4M 4,589,426 -867,394 -16%
Bank of America
3
Bank of America
North Carolina
$32.3M 3,202,803 -85,747 -3%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$22M 2,179,019 +202,105 +10%
GC
5
Guggenheim Capital
Illinois
$13.3M 1,312,570 -553,308 -30%
Invesco
6
Invesco
Georgia
$12M 1,189,095 -292 -0%
UBS Group
7
UBS Group
Switzerland
$11M 1,089,852 -57,981 -5%
PCM
8
Penserra Capital Management
California
$9.68M 958,712 +86,159 +10%
KIM
9
Karpus Investment Management
New York
$8.79M 870,118 +536,907 +161%
JFGIW
10
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.26M 817,370 -96,939 -11%
SAMC
11
Spectrum Asset Management (Connecticut)
Connecticut
$7.3M 723,135 – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.65M 658,262 +238,737 +57%
Wells Fargo
13
Wells Fargo
California
$6.56M 649,626 -50,874 -7%
1CP
14
1607 Capital Partners
Virginia
$6.53M 646,216 -67,134 -9%
CIA
15
Capital Investment Advisors
Georgia
$6.14M 607,482 +339,955 +127%
LPL Financial
16
LPL Financial
California
$5.49M 543,233 +20,706 +4%
ECM
17
Evergreen Capital Management
Washington
$5.43M 537,222 +322,315 +150%
BI
18
Bramshill Investments
Florida
$5.08M 502,625 -15,567 -3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$5.05M 500,320 +36,220 +8%
RCM
20
Rivernorth Capital Management
Florida
$5.03M 497,792 -267,148 -35%
RJA
21
Raymond James & Associates
Florida
$4.76M 470,808 -139,897 -23%
SFS
22
Sowell Financial Services
Arkansas
$4.68M 463,212 +463,212 New
EIA
23
Edgemoor Investment Advisors
Maryland
$3.68M 364,493 -10,292 -3%
Cohen & Steers
24
Cohen & Steers
New York
$3.34M 331,022 – –
FM
25
Family Management
New York
$2.87M 284,548 +21 +0%
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