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BlackRock Enhanced Captial and Income Fund

71 hedge funds and large institutions have $153M invested in BlackRock Enhanced Captial and Income Fund in 2019 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

7% more capital invested

Capital invested by funds: $143M → $153M (+$10.1M)

1% more funds holding

Funds holding: 7071 (+1)

0.06% more ownership

Funds ownership: 20.01%20.07% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
26
Reduced
20
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
1
Invesco
Georgia
$11.3M -$539K -32,580 -5%
1CP
2
1607 Capital Partners
Virginia
$11.2M -$362K -21,900 -3%
AAM
3
Advisors Asset Management
Colorado
$10.9M -$2.36M -142,829 -18%
GC
4
Guggenheim Capital
Illinois
$10.8M -$918K -55,513 -8%
RJA
5
Raymond James & Associates
Florida
$10.7M +$590K +35,672 +6%
FPCG
6
Fort Pitt Capital Group
Pennsylvania
$10.6M +$91.8K +5,550 +0.9%
Morgan Stanley
7
Morgan Stanley
New York
$9.93M +$419K +25,302 +5%
UBS Group
8
UBS Group
Switzerland
$9.26M +$781K +47,226 +10%
Wells Fargo
9
Wells Fargo
California
$7.92M +$700K +42,335 +10%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$7.73M +$533K +32,194 +8%
Cohen & Steers
11
Cohen & Steers
New York
$7.16M +$2.4M +144,897 +54%
SFS
12
Shaker Financial Services
Virginia
$6.92M -$340K -20,564 -5%
Bank of America
13
Bank of America
North Carolina
$5.88M +$81.9K +4,949 +1%
Stifel Financial
14
Stifel Financial
Missouri
$5.61M +$386K +23,343 +8%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.57M +$182K +11,005 +4%
AG
16
Advisor Group
Arizona
$3.02M +$392K +23,689 +16%
PPA
17
Parametric Portfolio Associates
Washington
$1.99M -$2.27M -137,139 -54%
UR
18
USCA RIA
Texas
$1.44M +$16.5K +1,000 +1%
SWP
19
Stratos Wealth Partners
Ohio
$1.12M +$465K +28,101 +76%
Ameriprise
20
Ameriprise
Minnesota
$944K +$130K +7,839 +17%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$902K -$13.8K -837 -2%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$801K +$58.9K +3,561 +8%
LPL Financial
23
LPL Financial
California
$727K +$179K +10,838 +35%
BRWA
24
B. Riley Wealth Advisors
Florida
$608K +$21.4K +1,292 +4%
WTC
25
WhitTier Trust Company
Nevada
$607K -$33 -2 -0%

CII Hedge Fund Activity: Q4 2019 in Review

71 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in BlackRock Enhanced Captial and Income Fund (CII) for Q4 2019, worth a combined $153M — up 7.1% from $143M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CII positions and 6 closed out — a net gain of 2 holders — while 26 added to existing stakes and 20 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $2.4M. The largest seller was Advisors Asset Management, cutting an estimated $2.36M.

  • 71 institutional investors held BlackRock Enhanced Captial and Income Fund (CII) as of Q4 2019, up from 70 in Q3 2019.
  • Funds reported $153M of BlackRock Enhanced Captial and Income Fund stock for Q4 2019, up 7.1% quarter-over-quarter.
  • 8 funds opened new BlackRock Enhanced Captial and Income Fund positions in Q4 2019 and 6 closed out, a net change of +2 holders.
  • The largest BlackRock Enhanced Captial and Income Fund buyer in Q4 2019 was Cohen & Steers, an estimated $2.4M added.
  • The largest BlackRock Enhanced Captial and Income Fund seller in Q4 2019 was Advisors Asset Management, an estimated $2.36M sold.

Based on aggregated 13F filings for Q4 2019.