BlackRock Credit Allocation Income Trust
BTZ
155 hedge funds and large institutions have $350M invested in BlackRock Credit Allocation Income Trust in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 42 increasing their positions, 42 reducing their positions, and 14 closing their positions.
171% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 14
16% more funds holding
Funds holding: 134 → 155 (+21)
1.74% more ownership
Funds ownership: 33.62% → 35.36% (+1.7%)
0% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 42
1% less capital invested
Capital invested by funds: $355M → $350M (-$5.19M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.37M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.55M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$2.45M |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.33M |
| 5 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
+$1.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$4.31M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$3.09M |
| 3 |
Millennium Management
New York
|
-$565K |
| 4 |
JFGIW
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
-$510K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$443K |
BTZ Hedge Fund Activity: Q4 2024 in Review
155 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in BlackRock Credit Allocation Income Trust (BTZ) for Q4 2024, worth a combined $350M — down 1.5% from $355M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new BTZ positions and 14 closed out — a net gain of 24 holders — while 42 added to existing stakes and 42 trimmed.
The largest buyer was Bank of America, adding an estimated $3.37M. The largest seller was Allspring Global Investments, cutting an estimated $4.31M.
- 155 institutional investors held BlackRock Credit Allocation Income Trust (BTZ) as of Q4 2024, up from 134 in Q3 2024.
- Funds reported $350M of BlackRock Credit Allocation Income Trust stock for Q4 2024, down 1.5% quarter-over-quarter.
- 38 funds opened new BlackRock Credit Allocation Income Trust positions in Q4 2024 and 14 closed out, a net change of +24 holders.
- The largest BlackRock Credit Allocation Income Trust buyer in Q4 2024 was Bank of America, an estimated $3.37M added.
- The largest BlackRock Credit Allocation Income Trust seller in Q4 2024 was Allspring Global Investments, an estimated $4.31M sold.
Based on aggregated 13F filings for Q4 2024.