InsidersTradesSigma
Follow the BlackRock Capital Allocation Trust stock price and the full insider trade history of the company, a listed equity based in United States. Shares are quoted on the US market, under the authority of SEC (Form 4). Operating in the Finance & Banking sector, BlackRock Capital Allocation Trust has published 16 public disclosures. Market capitalisation: €1.6bn. The latest transaction was disclosed on 2 February 2023 (Acquisition). Among the most active insiders: Koesterich Russell Jared. Every trade is accessible without an account.
16
Insider Decl.
n/a
Thresholds
€1m
14 ops.
Buy Volume
€1,771
1 ops.
Sell Volume
30Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 2 February 2023
Declarations16 total
14,500 shares@ US$13.76315.6% of flowCommon StockSEC:0000899243-23-003361:0
Canonical exit: 28 Mar 2023 (T+90)
14,500 shares@ US$13.76315.6% of flowCommon StockSEC:0000899243-22-039591:0
Canonical exit: 28 Mar 2023 (T+90)
6,206.451 sharesCommon StockSEC:0000899243-22-004307:0
101 shares@ US$19.770.0001% mcap0.2% of flowCommon StockSEC:0000899243-21-046022:0
21,141 shares@ US$22.97910.025% mcap49.8% of flowCommon StockSEC:0000899243-21-046016:0
Canonical exit: 18 Mar 2021 (T+90)
227 shares@ US$19.650.0002% mcap1.7% of flowCommon StockSEC:0000899243-21-041553:0
Canonical exit: 20 Jan 2022 (T+90)
15,000 shares@ US$19.48590.016% mcap30.3% of flowCommon StockSEC:0000899243-21-040714:0
Canonical exit: 16 Jan 2022 (T+90)
2,000 shares@ US$19.680.0021% mcap14.5% of flowCommon StockSEC:0000899243-21-038338:0
Canonical exit: 27 Dec 2021 (T+90)
1,070 shares@ US$19.95380.0011% mcap2.2% of flowCommon StockSEC:0000899243-21-038204:0
Canonical exit: 26 Dec 2021 (T+90)
3,703 shares@ US$20.11920.0039% mcap7.6% of flowCommon StockSEC:0000899243-21-038048:0
Canonical exit: 23 Dec 2021 (T+90)
3,000 shares@ US$20.360.0032% mcap22.5% of flowCommon StockSEC:0000899243-21-037596:0
Canonical exit: 21 Dec 2021 (T+90)
901 shares@ US$20.880.0010% mcap6.9% of flowCommon StockSEC:0000899243-21-036799:0
Canonical exit: 16 Dec 2021 (T+90)
200 shares@ US$21.513.1% of flowCommon StockSEC:0000899243-21-022276:0
Canonical exit: 1 Sept 2021 (T+90)
4,902 shares@ US$20.46610.4% of flowCommon StockSEC:0000899243-21-020850:0
Canonical exit: 23 Aug 2021 (T+90)
300 shares@ US$20.51834.3% of flowCommon StockSEC:0000899243-21-020846:0
Canonical exit: 23 Aug 2021 (T+90)
100 shares@ US$21.461.5% of flowCommon StockSEC:0000899243-21-017727:0
Canonical exit: 28 Jul 2021 (T+90)
16 of 16 declarations
关于 BlackRock Capital Allocation Trust
BlackRock Capital Allocation Term Trust (BCAT) 是一只在美国纽约证券交易所上市的美国封闭式基金。该信托基金于2020年9月25日推出，旨在通过结合当前收入、当前收益和长期资本增值来实现总回报和收入。对于法语投资者而言，BCAT应被视为一种多资产配置工具，而非简单的债券基金：它处于股票收入、信用风险敞口和战术资产配置的交汇点。 该基金投资于股票和债务证券组合，BlackRock表示，根据市场情况，投资组合可能偏向其中任何一种资产类别。该策略还利用对单一股票和指数的期权卖出计划，旨在获取期权溢价并改善风险调整后的回报。这种组合使BCAT成为一种灵活的收入导向型产品，旨在寻求收益，同时保留在市场中表达自上而下观点的能力。在投资组合构建方面，该基金明确为多资产且相对于传统的纯股票或固定收益授权而言不受限制。 从竞争角度来看，BCAT在美国封闭式基金的拥挤市场中运营，其中基金经理声誉、分销政策和资产净值纪律至关重要。BlackRock的规模是一个关键的差异化因素：投资者可以接触到全球最大的资产管理平台之一、广泛的研究覆盖以及涵盖公开市场、信用选择、期权和风险监督的深度工具包。尽管该信托基金在美国上市，但其持股在全球范围内多元化，涵盖主要的美国大盘股和非美国发行人，这扩大了机会范围，也增加了跨境市场敏感性。 近期公开的基金数据显示，截至2026年春季，净资产约为1.58 billion美元，派息率约为20%，市场价格以适度溢价交易于资产净值，且未采用杠杆。BlackRock还宣布续签BCAT在2026年的折价管理计划，这对封闭式基金投资者而言是一个值得关注的重点，因为这有助于稳定市场折价/溢价动态。更广泛地说，该信托基金似乎定位为一种收益增强型、主动管理的配置解决方案，适用于愿意接受更高复杂性和潜在更高波动性以换取收入和多元化回报驱动因素的投资者。
