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BlackRock Enhanced Captial and Income Fund

55 hedge funds and large institutions have $103M invested in BlackRock Enhanced Captial and Income Fund in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

20% more funds holding

Funds holding: 4655 (+9)

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

1.06% less ownership

Funds ownership: 17.56%16.5% (-1.1%)

12% less capital invested

Capital invested by funds: $117M → $103M (-$13.6M)

Holders
55
Holders Change
+9
Holders Change %
+19.57%
% of All Funds
1.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
19
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$18.2M -$1.69M -115,879 -8%
Invesco
2
Invesco
Georgia
$15.9M -$3.51M -239,962 -17%
GC
3
Guggenheim Capital
Illinois
$15.7M +$234K +16,028 +1%
Morgan Stanley
4
Morgan Stanley
New York
$9.67M +$756K +51,691 +8%
Bank of America
5
Bank of America
North Carolina
$5.28M +$606K +41,444 +12%
Cohen & Steers
6
Cohen & Steers
New York
$4.08M -$3.08M -210,516 -42%
PPA
7
Parametric Portfolio Associates
Washington
$4.05M -$1.29M -88,183 -23%
UBS Group
8
UBS Group
Switzerland
$3.54M +$3.71M +253,450 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.2M -$30.3K -2,072 -0.9%
LPL Financial
10
LPL Financial
California
$2.21M -$43.4K -2,968 -2%
Wells Fargo
11
Wells Fargo
California
$2.05M -$34.5K -2,358 -2%
IMS
12
Index Management Solutions
Pennsylvania
$1.76M +$327K +22,395 +22%
BTS
13
BB&T Securities
Virginia
$1.7M
TC
14
TFS Capital
Pennsylvania
$1.65M +$1.72M +117,858 New
SFS
15
Shaker Financial Services
Virginia
$1.56M +$1.63M +111,634 New
C
16
CFO4Life
Texas
$1.54M +$1.61M +110,216 New
DA
17
Doliver Advisors
Texas
$1.43M +$1.5M +102,294 New
DIP
18
DT Investment Partners
Pennsylvania
$1.42M +$161K +11,044 +12%
NC
19
NewSquare Capital
Pennsylvania
$1.04M +$126K +8,599 +13%
SEIA
20
Signature Estate & Investment Advisors
California
$941K +$30.1K +2,057 +3%
CWM
21
Concert Wealth Management
California
$507K -$687 -47 -0.1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$399K -$22.1K -1,514 -5%
WAM
23
Wolverine Asset Management
Illinois
$388K +$406K +27,782 New
Goldman Sachs
24
Goldman Sachs
New York
$366K -$82.6K -5,653 -18%
FTI
25
Fiduciary Trust International
Massachusetts
$361K

CII Hedge Fund Activity: Q4 2014 in Review

55 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Captial and Income Fund (CII) for Q4 2014, worth a combined $103M — down 12% from $117M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CII positions and 2 closed out — a net gain of 11 holders — while 19 added to existing stakes and 16 trimmed.

The largest buyer was TFS Capital, opening a new position worth an estimated $1.72M. The largest seller was Invesco, cutting an estimated $3.51M.

  • 55 institutional investors held BlackRock Enhanced Captial and Income Fund (CII) as of Q4 2014, up from 46 in Q3 2014.
  • Funds reported $103M of BlackRock Enhanced Captial and Income Fund stock for Q4 2014, down 12% quarter-over-quarter.
  • 13 funds opened new BlackRock Enhanced Captial and Income Fund positions in Q4 2014 and 2 closed out, a net change of +11 holders.
  • The largest BlackRock Enhanced Captial and Income Fund buyer in Q4 2014 was TFS Capital, an estimated $1.72M added.
  • The largest BlackRock Enhanced Captial and Income Fund seller in Q4 2014 was Invesco, an estimated $3.51M sold.

Based on aggregated 13F filings for Q4 2014.