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BlackRock ESG Capital Allocation Term Trust

65 hedge funds and large institutions have $822M invested in BlackRock ESG Capital Allocation Term Trust in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 27 reducing their positions, and 13 closing their positions.

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
16
Increased
12
Reduced
27
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SCM
1
Saba Capital Management
New York
$507M 28,552,727
RCM
2
Rivernorth Capital Management
Florida
$59.2M 3,334,284 -257,586 -7%
Morgan Stanley
3
Morgan Stanley
New York
$44.5M 2,511,252 -41,320 -2%
SIA
4
Sit Investment Associates
Minnesota
$27.5M 1,551,817 -308,299 -17%
KIM
5
Karpus Investment Management
New York
$25M 1,409,407 -244,795 -15%
Invesco
6
Invesco
Georgia
$22.4M 1,260,126 +21,254 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$17.2M 968,893 -128,528 -12%
PCM
8
Penserra Capital Management
California
$16.1M 904,950 +904,950 New
Cohen & Steers
9
Cohen & Steers
New York
$11.2M 632,092 -54,798 -8%
UBS Group
10
UBS Group
Switzerland
$11.1M 625,171 -5,824 -0.9%
Bank of America
11
Bank of America
North Carolina
$8.75M 493,136 -5,996 -1%
AAM
12
Advisors Asset Management
Colorado
$8.24M 464,437 -74,426 -14%
Wells Fargo
13
Wells Fargo
California
$7.79M 438,878 -41,789 -9%
AGM
14
Alpine Global Management
New York
$6.39M 360,000 +161,900 +82%
Kovitz Investment Group Partners
15
Kovitz Investment Group Partners
Illinois
$6M 342,706 +342,706 New
AC
16
Almitas Capital
California
$5.87M 331,140 -507,963 -61%
SA
17
Sanctuary Advisors
Indiana
$5.05M 295,980 -66,386 -18%
OC
18
Oppenheimer & Co
New York
$4.87M 274,525 +2,805 +1%
Osaic Holdings
19
Osaic Holdings
Arizona
$2.69M 151,349 +31,666 +26%
AP
20
Americana Partners
Texas
$2.43M 137,077
Ameriprise
21
Ameriprise
Minnesota
$2.11M 118,781 +33,516 +39%
Stifel Financial
22
Stifel Financial
Missouri
$1.82M 102,462 -7,667 -7%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$1.71M 96,371 -35,253 -27%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.55M 87,622 +3,133 +4%
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$1.5M 84,570 -35,679 -30%