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BlackRock Enhanced Captial and Income Fund

82 hedge funds and large institutions have $165M invested in BlackRock Enhanced Captial and Income Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $160M → $165M (+$5.04M)

0.12% less ownership

Funds ownership: 20.3%20.19% (-0.12%)

8% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 26

8% less funds holding

Funds holding: 8982 (-7)

58% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 12

Holders
82
Holders Change
-7
Holders Change %
-7.87%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
24
Reduced
26
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
26
B. Riley Wealth Advisors
Florida
$814K +$82.4K +4,597 +12%
PAG
27
Private Advisor Group
New Jersey
$786K +$40.8K +2,274 +6%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$785K -$2.76K -154 -0.4%
NLP
29
Next Level Private
New York
$700K +$5.68K +317 +0.8%
TGAM
30
TBH Global Asset Management
Tennessee
$689K -$20.9K -1,168 -3%
CG
31
CFO4Life Group
Texas
$578K +$2.69K +150 +0.5%
DJYG
32
David J. Yvars Group
Florida
$571K +$2.28K +127 +0.4%
AWS
33
Atria Wealth Solutions
New York
$442K +$15.1K +842 +4%
Truist Financial
34
Truist Financial
North Carolina
$432K +$17.7K +986 +4%
WTC
35
WhitTier Trust Company
Nevada
$430K -$42.6K -2,375 -9%
ASN
36
Advisory Services Network
Georgia
$426K -$11.2K -623 -3%
Stifel Financial
37
Stifel Financial
Missouri
$425K +$7.91K +441 +2%
SDAM
38
Shulman DeMeo Asset Management
New York
$406K -$3.17K -177 -0.8%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$394K
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$379K +$56.5K +3,154 +18%
DC
41
Davenport & Co
Virginia
$377K
LI
42
LVZ Inc
Michigan
$363K -$21.2K -1,181 -6%
GWM
43
Geneos Wealth Management
Colorado
$332K -$26.9K -1,500 -8%
WANY
44
Wealthspire Advisors (New York)
New York
$319K
CSPIA
45
Cary Street Partners Investment Advisory
Virginia
$304K
IFWM
46
Institute for Wealth Management
Colorado
$303K -$1.97K -110 -0.7%
GVAG
47
Great Valley Advisor Group
Delaware
$285K +$89.6K +5,000 +48%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$282K -$139K -7,768 -34%
FAM
49
Family Asset Management
South Carolina
$277K -$135K -7,517 -33%
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$266K -$6.35K -354 -2%