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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

136 hedge funds and large institutions have $331M invested in BlackRock Credit Allocation Income Trust in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 56 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
-13
Holders Change %
-8.72%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
27
Reduced
56
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$7.57M
2
ACP
Arcus Capital Partners
Georgia
+$3.65M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.1M
4
Bank of America
Bank of America
North Carolina
+$2.74M
5
TW
Transform Wealth
Colorado
+$1.5M

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$6.67M
2
PCM
Penserra Capital Management
California
-$5.41M
3
Morgan Stanley
Morgan Stanley
New York
-$2.92M
4
FM
Family Management
New York
-$2.74M
5
BI
Bramshill Investments
Florida
-$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$61.2M +$7.57M +735,966 +14%
Morgan Stanley
2
Morgan Stanley
New York
$44.3M -$2.92M -283,534 -6%
Bank of America
3
Bank of America
North Carolina
$35.7M +$2.74M +265,907 +8%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$23.5M +$1.09M +106,121 +5%
Invesco
5
Invesco
Georgia
$11.3M -$942K -91,502 -8%
UBS Group
6
UBS Group
Switzerland
$10.2M -$998K -96,967 -9%
KIM
7
Karpus Investment Management
New York
$8.99M +$34.9K +3,389 +0.4%
JFGIW
8
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.41M -$412 -40 -0%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$8.25M +$3.1M +301,657 +60%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.67M +$899K +87,344 +13%
SAMC
11
Spectrum Asset Management (Connecticut)
Connecticut
$7.44M – – –
CIA
12
Capital Investment Advisors
Georgia
$7.06M +$813K +79,015 +13%
Wells Fargo
13
Wells Fargo
California
$6.91M +$226K +21,915 +3%
GC
14
Guggenheim Capital
Illinois
$6.84M -$6.67M -648,123 -49%
LPL Financial
15
LPL Financial
California
$5.66M +$69.1K +6,715 +1%
ECM
16
Evergreen Capital Management
Washington
$5.58M +$52.6K +5,113 +1%
1CP
17
1607 Capital Partners
Virginia
$5.11M -$1.54M -149,550 -23%
SFS
18
Sowell Financial Services
Arkansas
$4.87M +$99.8K +9,698 +2%
PCM
19
Penserra Capital Management
California
$4.45M -$5.41M -526,058 -55%
RJA
20
Raymond James & Associates
Florida
$4.26M -$581K -56,441 -12%
EIA
21
Edgemoor Investment Advisors
Maryland
$3.71M -$39.6K -3,848 -1%
ACP
22
Arcus Capital Partners
Georgia
$3.65M +$3.65M +354,750 New
BI
23
Bramshill Investments
Florida
$3.49M -$1.68M -163,227 -32%
RCM
24
Rivernorth Capital Management
Florida
$3.48M -$1.64M -159,316 -32%
Cohen & Steers
25
Cohen & Steers
New York
$3.41M – – –
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