BlackRock ESG Capital Allocation Term Trust
ECAT
69 hedge funds and large institutions have $743M invested in BlackRock ESG Capital Allocation Term Trust in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
10% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 20
6% more funds holding
Funds holding: 65 → 69 (+4)
0.99% less ownership
Funds ownership: 42.88% → 41.89% (-0.99%)
10% less capital invested
Capital invested by funds: $822M → $743M (-$79.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.68M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.45M |
| 3 |
Cohen & Steers
New York
|
+$1.25M |
| 4 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.13M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$10.3M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$9.66M |
| 3 |
AGM
Alpine Global Management
New York
|
-$6.39M |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
-$2.94M |
| 5 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$1.79M |
ECAT Hedge Fund Activity: Q4 2024 in Review
69 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in BlackRock ESG Capital Allocation Term Trust (ECAT) for Q4 2024, worth a combined $743M — down 9.7% from $822M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new ECAT positions and 8 closed out — a net gain of 6 holders — while 22 added to existing stakes and 20 trimmed.
The largest buyer was Bank of America, adding an estimated $1.68M. The largest seller was Rivernorth Capital Management, cutting an estimated $10.3M.
- 69 institutional investors held BlackRock ESG Capital Allocation Term Trust (ECAT) as of Q4 2024, up from 65 in Q3 2024.
- Funds reported $743M of BlackRock ESG Capital Allocation Term Trust stock for Q4 2024, down 9.7% quarter-over-quarter.
- 14 funds opened new BlackRock ESG Capital Allocation Term Trust positions in Q4 2024 and 8 closed out, a net change of +6 holders.
- The largest BlackRock ESG Capital Allocation Term Trust buyer in Q4 2024 was Bank of America, an estimated $1.68M added.
- The largest BlackRock ESG Capital Allocation Term Trust seller in Q4 2024 was Rivernorth Capital Management, an estimated $10.3M sold.
Based on aggregated 13F filings for Q4 2024.