We are live on ! Find out more
BKCC

BlackRock Capital Investment Corporation
BKCC

Delisted

BKCC was delisted on the 18th of March, 2024.

Back to rankings

85 hedge funds and large institutions have $61M invested in BlackRock Capital Investment Corporation in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 17 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 17

13% more capital invested

Capital invested by funds: $54.1M → $61M (+$6.86M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

3% less funds holding

Funds holding: 88 → 85 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
85
Holders Change
-3
Holders Change %
-3.41%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
25
Reduced
17
Closed
15
Calls
–
Puts
$6K
Net Calls
-$6K
Net Calls Change
+$7K

Top Buyers

Rank Fund Capital Flow
1
AC
Almitas Capital
California
+$7.54M
2
Morgan Stanley
Morgan Stanley
New York
+$934K
3
AGM
Alpine Global Management
New York
+$354K
4
CCM
Condor Capital Management
New Jersey
+$281K
5
Lido Advisors
Lido Advisors
California
+$234K

Top Sellers

Rank Fund Capital Flow
1
SC
Sagefield Capital
Texas
-$665K
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$651K
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$546K
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$519K
5
Squarepoint
Squarepoint
New York
-$493K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$193K +$25.9K +7,117 +17%
EW
27
Evoke Wealth
California
$187K – – –
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$170K – – –
JIC
29
Joel Isaacson & Co
New York
$169K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$158K +$28K +7,700 +23%
DADC
31
D.A. Davidson & Co
Montana
$153K +$10.9K +3,000 +8%
TCM
32
Triumph Capital Management
Colorado
$150K +$728 +200 +0.5%
LWM
33
Lakeridge Wealth Management
Ohio
$131K +$124K +33,972 New
AFG
34
Atomi Financial Group
New York
$125K -$5.01K -1,378 -4%
UBS Group
35
UBS Group
Switzerland
$119K +$7.81K +2,147 +7%
JSW
36
Journey Strategic Wealth
New Jersey
$118K – – –
BFA
37
Beaumont Financial Advisors
Massachusetts
$117K +$2.89K +793 +3%
Skandinaviska Enskilda Banken (SEB)
38
Skandinaviska Enskilda Banken (SEB)
Sweden
$116K +$109K +30,000 New
RJA
39
Raymond James & Associates
Florida
$115K +$160 +44 +0.1%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$112K -$21.1K -5,802 -17%
JF
41
Jump Financial
Illinois
$96.4K +$90.6K +24,900 New
RBC
42
Romano Brothers & Co
Illinois
$85.6K – – –
Ameriprise
43
Ameriprise
Minnesota
$80.1K +$328 +90 +0.4%
Osaic Holdings
44
Osaic Holdings
Arizona
$77.4K -$70.6K -19,412 -49%
FHC
45
First Heartland Consultants
Missouri
$76K – – –
Creative Planning
46
Creative Planning
Kansas
$75.6K +$2.87K +789 +4%
HighTower Advisors
47
HighTower Advisors
Illinois
$74K +$761 +209 +1%
SRC
48
Shufro Rose & Co
New York
$70.7K – – –
EWM
49
Evercore Wealth Management
New York
$70.7K – – –
Marshall Wace
50
Marshall Wace
United Kingdom
$68.4K +$3.58K +985 +6%
1
2
3 4

BKCC Hedge Fund Activity: Q4 2023 in Review

85 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Capital Investment Corporation (BKCC) for Q4 2023, worth a combined $61M — up 13% from $54.1M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of BKCC and 14 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 25 added.

The largest buyer was Almitas Capital, adding an estimated $7.54M. The largest seller was Sagefield Capital, exiting entirely with an estimated $665K sold.

  • 85 institutional investors held BlackRock Capital Investment Corporation (BKCC) as of Q4 2023, down from 88 in Q3 2023.
  • Funds reported $61M of BlackRock Capital Investment Corporation stock for Q4 2023, up 13% quarter-over-quarter.
  • 14 funds opened new BlackRock Capital Investment Corporation positions in Q4 2023 and 15 closed out, a net change of -1 holder.
  • The largest BlackRock Capital Investment Corporation buyer in Q4 2023 was Almitas Capital, an estimated $7.54M added.
  • The largest BlackRock Capital Investment Corporation seller in Q4 2023 was Sagefield Capital, an estimated $665K sold.

Based on aggregated 13F filings for Q4 2023.