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BlackRock Credit Allocation Income Trust
BTZ

Overview Fund Activity

141 hedge funds and large institutions have $356M invested in BlackRock Credit Allocation Income Trust in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-8
Holders Change %
-5.37%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
43
Reduced
41
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$10.5M
2
LPL Financial
LPL Financial
California
+$3.28M
3
AAM
Advisors Asset Management
Colorado
+$1.79M
4
GC
Guggenheim Capital
Illinois
+$1.49M
5
VCM
Vivaldi Capital Management
Illinois
+$1.09M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$52.3M
2
SIA
Sit Investment Associates
Minnesota
-$5.84M
3
1CP
1607 Capital Partners
Virginia
-$4.03M
4
RCM
Rivernorth Capital Management
Florida
-$3.48M
5
RC
Rareview Capital
Nevada
-$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$57.1M -$5.84M -546,713 -9%
Morgan Stanley
2
Morgan Stanley
New York
$52.2M -$52.3M -4,888,552 -50%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$40.7M -$11.8K -1,100 -0%
Bank of America
4
Bank of America
North Carolina
$33.8M -$689K -64,477 -2%
PCM
5
Penserra Capital Management
California
$13.3M +$10.5M +985,011 +387%
Invesco
6
Invesco
Georgia
$10.4M -$2.36M -220,498 -18%
KIM
7
Karpus Investment Management
New York
$10.2M -$34.2K -3,195 -0.3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$9.84M +$45.4K +4,250 +0.5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.25M +$716K +66,980 +8%
CIA
10
Capital Investment Advisors
Georgia
$9.22M +$328K +30,638 +4%
GC
11
Guggenheim Capital
Illinois
$8.79M +$1.49M +139,193 +20%
LPL Financial
12
LPL Financial
California
$8.61M +$3.28M +307,028 +62%
Wells Fargo
13
Wells Fargo
California
$8.09M +$156K +14,549 +2%
SFS
14
Sowell Financial Services
Arkansas
$7.07M +$5.09K +476 +0.1%
UBS Group
15
UBS Group
Switzerland
$6.43M -$1.62M -151,711 -20%
ECM
16
Evergreen Capital Management
Washington
$5.02M -$105K -9,864 -2%
AA
17
AQR Arbitrage
Connecticut
$4.04M -$2.8M -262,296 -41%
RJA
18
Raymond James & Associates
Florida
$3.91M +$535K +50,045 +16%
Cohen & Steers
19
Cohen & Steers
New York
$3.54M – – –
EIA
20
Edgemoor Investment Advisors
Maryland
$3.12M -$265K -24,759 -8%
AAM
21
Advisors Asset Management
Colorado
$3.08M +$1.79M +167,093 +139%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$2.66M – – –
DADC
23
D.A. Davidson & Co
Montana
$2.38M -$164K -15,295 -6%
Ameriprise
24
Ameriprise
Minnesota
$2.1M +$193K +18,021 +10%
1CP
25
1607 Capital Partners
Virginia
$1.99M -$4.03M -376,650 -67%
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