Blackrock Credit Allocation
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 18 superinvestors own shares of Blackrock Credit Allocation (BTZ), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Blackrock Credit Allocation (BTZ), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Blackrock Credit Allocation (BTZ) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Blackrock Credit Allocation (BTZ) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
Superinvestor | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
Jon Stolper@Stolper Co
| 0.26% | $780,000 74,602 shares@ 10.46 avg price | Decreased -1.1% |
Sheena Hanson@Uncommon Cents Investing Llc
| 0.16% | $516,207 49,351 shares@ 10.46 avg price | Decreased -3.47% |
Helen Halloran@Wela Strategies, Inc.
| 2.27% | $5.244M 39,799 shares@ 131.77 avg price | Decreased -2.95% |
Jacob Godfrey@International Assets Investment Management, Llc
| 0.03% | $324,656 30,920 shares@ 10.5 avg price | Decreased -91.91% |
Richard Buchan@180 Wealth Advisors, Llc
| 0.04% | $192,627 18,416 shares@ 10.46 avg price | Decreased -4.51% |
Thomas J Bellaro@Park Avenue Securities Llc
| 0.01% | $180,000 17,228 shares@ 10.45 avg price | Decreased -3.27% |
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
| 0.01% | $41,840 4,000 shares@ 10.46 avg price | Decreased -25.65% |