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BlackRock Credit Allocation Income Trust
BTZ

138 hedge funds and large institutions have $334M invested in BlackRock Credit Allocation Income Trust in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

1% more funds holding

Funds holding: 136 → 138 (+2)

1% more capital invested

Capital invested by funds: $331M → $334M (+$3.04M)

0.61% more ownership

Funds ownership: 34.38% → 34.99% (+0.61%)

11% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 44

Holders
138
Holders Change
+2
Holders Change %
+1.47%
% of All Funds
2.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
39
Reduced
44
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACP
Arcus Capital Partners
Georgia
+$2.98M
2
Morgan Stanley
Morgan Stanley
New York
+$1.72M
3
CW
Connectus Wealth
Ohio
+$1.33M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
+$983K
5
SIA
Sit Investment Associates
Minnesota
+$784K

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$938K
2
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$739K
3
Bank of America
Bank of America
North Carolina
-$692K
4
LSC
Logan Stone Capital
Illinois
-$571K
5
WAM
Wolverine Asset Management
Illinois
-$561K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$61.1M +$784K +76,224 +1%
Morgan Stanley
2
Morgan Stanley
New York
$45.4M +$1.72M +166,722 +4%
Bank of America
3
Bank of America
North Carolina
$34.5M -$692K -67,229 -2%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$24.2M +$983K +95,565 +4%
Invesco
5
Invesco
Georgia
$11M -$159K -15,434 -1%
UBS Group
6
UBS Group
Switzerland
$9.71M -$369K -35,843 -4%
KIM
7
Karpus Investment Management
New York
$8.71M -$154K -14,984 -2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$8.08M -$59.9K -5,824 -0.7%
CIA
9
Capital Investment Advisors
Georgia
$7.58M +$624K +60,697 +9%
JFGIW
10
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.57M -$739K -71,850 -9%
SAMC
11
Spectrum Asset Management (Connecticut)
Connecticut
$7.34M – – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$7.31M -$263K -25,550 -3%
Wells Fargo
13
Wells Fargo
California
$7.08M +$265K +25,717 +4%
ACP
14
Arcus Capital Partners
Georgia
$6.55M +$2.98M +290,093 +82%
GC
15
Guggenheim Capital
Illinois
$5.82M -$938K -91,233 -14%
LPL Financial
16
LPL Financial
California
$5.76M +$179K +17,412 +3%
ECM
17
Evergreen Capital Management
Washington
$5.46M -$44.7K -4,350 -0.8%
SFS
18
Sowell Financial Services
Arkansas
$5.23M +$436K +42,383 +9%
1CP
19
1607 Capital Partners
Virginia
$4.99M -$54.5K -5,300 -1%
PCM
20
Penserra Capital Management
California
$4.68M +$296K +28,760 +7%
RJA
21
Raymond James & Associates
Florida
$3.76M -$454K -44,090 -11%
EIA
22
Edgemoor Investment Advisors
Maryland
$3.59M -$66.6K -6,471 -2%
RCM
23
Rivernorth Capital Management
Florida
$3.48M +$49.1K +4,775 +1%
BI
24
Bramshill Investments
Florida
$3.46M +$10.3K +997 +0.3%
Cohen & Steers
25
Cohen & Steers
New York
$3.36M – – –
1
2 3 4 5

BTZ Hedge Fund Activity: Q2 2023 in Review

138 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q2 2023, worth a combined $334M — up 0.92% from $331M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BTZ positions and 17 closed out — a net gain of 2 holders — while 39 added to existing stakes and 44 trimmed.

The largest buyer was Arcus Capital Partners, adding an estimated $2.98M. The largest seller was Guggenheim Capital, cutting an estimated $938K.

  • 138 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q2 2023, up from 136 in Q1 2023.
  • Funds reported $334M of BlackRock Credit Allocation Income Trust stock for Q2 2023, up 0.92% quarter-over-quarter.
  • 19 funds opened new BlackRock Credit Allocation Income Trust positions in Q2 2023 and 17 closed out, a net change of +2 holders.
  • The largest BlackRock Credit Allocation Income Trust buyer in Q2 2023 was Arcus Capital Partners, an estimated $2.98M added.
  • The largest BlackRock Credit Allocation Income Trust seller in Q2 2023 was Guggenheim Capital, an estimated $938K sold.

Based on aggregated 13F filings for Q2 2023.