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BlackRock Enhanced Captial and Income Fund

86 hedge funds and large institutions have $161M invested in BlackRock Enhanced Captial and Income Fund in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

0.37% less ownership

Funds ownership: 18.53%18.16% (-0.37%)

4% less capital invested

Capital invested by funds: $169M → $161M (-$7.33M)

2% less funds holding

Funds holding: 8886 (-2)

Holders
86
Holders Change
-2
Holders Change %
-2.27%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
27
Reduced
20
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$224K
IWP
52
Innova Wealth Partners
Pennsylvania
$222K +$232K +11,000 New
AIC
53
Ameritas Investment Company
Nebraska
$219K +$208K +9,865 +987%
HighTower Advisors
54
HighTower Advisors
Illinois
$208K +$4.58K +217 +2%
OFG
55
OTA Financial Group
New York
$203K +$213K +10,075 New
AP
56
Advisor Partners
California
$202K
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$178K -$3.04K -144 -2%
AA
58
Ancora Advisors
Ohio
$162K
CFGS
59
Concourse Financial Group Securities
Alabama
$154K
AF
60
Allworth Financial
California
$113K
CI
61
CX Institutional
Indiana
$109K +$33.4K +1,582 +42%
APA
62
American Portfolios Advisors
New York
$86.9K +$14.1K +667 +18%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$68K +$16.4K +775 +30%
BWL
64
Bogart Wealth LLC
Virginia
$63K
Citigroup
65
Citigroup
New York
$62K -$90.4K -4,282 -58%
WB
66
Webster Bank
Connecticut
$62K
BWM
67
BerganKDV Wealth Management
Minnesota
$48K
US Bancorp
68
US Bancorp
Minnesota
$42K
AWA
69
Arkadios Wealth Advisors
Georgia
$36K -$57.2K -2,707 -60%
Koshinski Asset Management
70
Koshinski Asset Management
Illinois
$34.9K +$36.5K +1,728 New
LB
71
Legacy Bridge
Iowa
$31K
SWM
72
Sugarloaf Wealth Management
Georgia
$26K +$359 +17 +1%
HCP
73
Hexagon Capital Partners
Arkansas
$23K
NFG
74
Next Financial Group
Texas
$22K
OSAM
75
O'Shaughnessy Asset Management
Connecticut
$22K

CII Hedge Fund Activity: Q3 2021 in Review

86 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Captial and Income Fund (CII) for Q3 2021, worth a combined $161M — down 4.3% from $169M a quarter earlier.

Fund positioning in CII was balanced in Q3 2021: 10 funds opened new positions, 10 closed out, 27 added to existing stakes and 20 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.77M. The largest seller was 1607 Capital Partners, cutting an estimated $3.75M.

  • 86 institutional investors held BlackRock Enhanced Captial and Income Fund (CII) as of Q3 2021, down from 88 in Q2 2021.
  • Funds reported $161M of BlackRock Enhanced Captial and Income Fund stock for Q3 2021, down 4.3% quarter-over-quarter.
  • 10 funds opened new BlackRock Enhanced Captial and Income Fund positions in Q3 2021 and 10 closed out, a net change of 0 holders.
  • The largest BlackRock Enhanced Captial and Income Fund buyer in Q3 2021 was Shaker Financial Services, an estimated $1.77M added.
  • The largest BlackRock Enhanced Captial and Income Fund seller in Q3 2021 was 1607 Capital Partners, an estimated $3.75M sold.

Based on aggregated 13F filings for Q3 2021.