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BlackRock Enhanced Captial and Income Fund
CII

107 hedge funds and large institutions have $208M invested in BlackRock Enhanced Captial and Income Fund in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

10% more funds holding

Funds holding: 97 → 107 (+10)

6% more capital invested

Capital invested by funds: $197M → $208M (+$11.4M)

1.17% more ownership

Funds ownership: 22.9% → 24.07% (+1.2%)

25% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 36

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
107
Holders Change
+10
Holders Change %
+10.31%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
27
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$17M
2
CA
Cornerstone Advisors
North Carolina
+$6.53M
3
SIA
Sit Investment Associates
Minnesota
+$4.87M
4
GRP
Global Retirement Partners
California
+$1.16M
5
BI
Bulldog Investors
New Jersey
+$784K

Top Sellers

Rank Fund Capital Flow
1
SFS
Shaker Financial Services
Virginia
-$5.19M
2
LCM
Landscape Capital Management
New Jersey
-$1.77M
3
WAM
Wolverine Asset Management
Illinois
-$956K
4
GC
Guggenheim Capital
Illinois
-$737K
5
PS
Principal Securities
Iowa
-$606K
Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
51
Wealthspire Advisors (New York)
New York
$457K +$109K +5,500 +32%
ASN
52
Advisory Services Network
Georgia
$449K +$38.9K +1,958 +10%
SDAM
53
Shulman DeMeo Asset Management
New York
$435K – – –
TWP
54
Tyche Wealth Partners
Texas
$431K – – –
First Trust Advisors
55
First Trust Advisors
Illinois
$408K -$3.52K -177 -0.9%
AWS
56
Atria Wealth Solutions
New York
$397K -$6.58K -331 -2%
RCM
57
Rivernorth Capital Management
Florida
$390K +$385K +19,396 New
DC
58
Davenport & Co
Virginia
$385K -$5.07K -255 -1%
DJYG
59
David J. Yvars Group
Florida
$375K +$457 +23 +0.1%
VIPI
60
Vista Investment Partners II
Indiana
$372K +$368K +18,513 New
GVAG
61
Great Valley Advisor Group
Delaware
$372K – – –
GCA
62
Genesee Capital Advisors
New York
$363K – – –
SFGP
63
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$330K +$327K +16,435 New
SPIA
64
Steward Partners Investment Advisory
New York
$319K +$57.2K +2,879 +22%
GWM
65
Geneos Wealth Management
Colorado
$307K -$4.31K -217 -1%
LI
66
LVZ Inc
Michigan
$306K -$82.1K -4,133 -21%
KPF
67
K2 Principal Fund
Ontario, Canada
$302K +$299K +15,029 New
IFWM
68
Institute for Wealth Management
Colorado
$283K -$3.97K -200 -1%
FSA
69
Financial Security Advisor
Virginia
$280K +$60.9K +3,066 +28%
Financial Engines Advisors
70
Financial Engines Advisors
California
$266K +$263K +13,240 New
AFG
71
Atomi Financial Group
New York
$251K -$20.4K -1,025 -8%
SA
72
Sanctuary Advisors
Indiana
$244K -$71.5K -3,600 -24%
HighTower Advisors
73
HighTower Advisors
Illinois
$236K +$233K +11,718 New
AF
74
AGP Franklin
Tennessee
$235K +$232K +11,675 New
DADC
75
D.A. Davidson & Co
Montana
$217K – – –
1 2
3
4 5

CII Hedge Fund Activity: Q4 2024 in Review

107 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Captial and Income Fund (CII) for Q4 2024, worth a combined $208M — up 5.8% from $197M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CII positions and 6 closed out — a net gain of 14 holders — while 27 added to existing stakes and 36 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $17M. The largest seller was Shaker Financial Services, cutting an estimated $5.19M.

  • 107 institutional investors held BlackRock Enhanced Captial and Income Fund (CII) as of Q4 2024, up from 97 in Q3 2024.
  • Funds reported $208M of BlackRock Enhanced Captial and Income Fund stock for Q4 2024, up 5.8% quarter-over-quarter.
  • 20 funds opened new BlackRock Enhanced Captial and Income Fund positions in Q4 2024 and 6 closed out, a net change of +14 holders.
  • The largest BlackRock Enhanced Captial and Income Fund buyer in Q4 2024 was Kovitz Investment Group Partners, an estimated $17M added.
  • The largest BlackRock Enhanced Captial and Income Fund seller in Q4 2024 was Shaker Financial Services, an estimated $5.19M sold.

Based on aggregated 13F filings for Q4 2024.