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BlackRock Resources & Commodities Strategy Trust
BCX

47 hedge funds and large institutions have $144M invested in BlackRock Resources & Commodities Strategy Trust in 2014 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

18% more funds holding

Funds holding: 40 → 47 (+7)

6% more capital invested

Capital invested by funds: $136M → $144M (+$7.84M)

1.69% more ownership

Funds ownership: 25.25% → 26.94% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
47
Holders Change
+7
Holders Change %
+17.5%
% of All Funds
1.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
17
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$5.84M
2
NCM
Newgate Capital Management
Connecticut
+$4.14M
3
PAIM
Punch & Associates Investment Management
Minnesota
+$3.75M
4
CA
Cornerstone Advisors
North Carolina
+$3.24M
5
Lazard Asset Management
Lazard Asset Management
New York
+$1.97M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.31M
2
Bank of America
Bank of America
North Carolina
-$3.09M
3
Invesco
Invesco
Georgia
-$2.59M
4
TC
TFS Capital
Pennsylvania
-$2M
5
RCM
Robinson Capital Management
Michigan
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$252K +$249K +21,888 New
RVP
27
Relative Value Partners
Illinois
$230K +$228K +20,038 New
WKWM
28
Walter & Keenan Wealth Management
Indiana
$207K +$205K +18,000 New
TJHA
29
Thomas J. Herzfeld Advisors
Florida
$193K – – –
ACP
30
Aviance Capital Partners
Florida
$173K -$39.8K -3,500 -19%
Deutsche Bank
31
Deutsche Bank
Germany
$169K -$6.14K -540 -4%
HighTower Advisors
32
HighTower Advisors
Illinois
$157K -$8.61K -758 -5%
KFS
33
KMS Financial Services
Washington
$146K +$145K +12,734 New
WS
34
Wedbush Securities
California
$119K -$11.4K -1,000 -9%
AllianceBernstein
35
AllianceBernstein
Tennessee
$99K +$97.9K +8,616 New
EWM
36
Evercore Wealth Management
New York
$65K +$63.9K +5,625 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$58K – – –
TDC
38
Thompson Davis & Co
Virginia
$49K – – –
AIG
39
American International Group
New York
$33.9K +$5.68K +500 +20%
FAM
40
Formidable Asset Management
Ohio
$24K +$22.7K +2,000 New
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$23K +$5.19K +457 +30%
S
42
SignatureFD
Georgia
$18K +$18.2K +1,600 New
Citigroup
43
Citigroup
New York
$14K +$545 +48 +4%
MFS
44
MSI Financial Services
Massachusetts
$14K +$5.68K +500 +71%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$7K +$7.26K +639 New
Creative Planning
46
Creative Planning
Kansas
$6K +$5.68K +500 New
TC
47
TFS Capital
Pennsylvania
– -$2M -172,340 Closed
RCM
48
Robinson Capital Management
Michigan
– -$1.74M -136,771 Closed
FAM
49
Forty4 Asset Management
Illinois
– -$252K -21,700 Closed
WEC
50
Winslow Evans & Crocker
Massachusetts
– -$58K -5,000 Closed
1
2
3

BCX Hedge Fund Activity: Q1 2014 in Review

47 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q1 2014, worth a combined $144M — up 5.7% from $136M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BCX positions and 6 closed out — a net gain of 7 holders — while 17 added to existing stakes and 12 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.84M. The largest seller was Morgan Stanley, cutting an estimated $3.31M.

  • 47 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q1 2014, up from 40 in Q4 2013.
  • Funds reported $144M of BlackRock Resources & Commodities Strategy Trust stock for Q1 2014, up 5.7% quarter-over-quarter.
  • 13 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q1 2014 and 6 closed out, a net change of +7 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q1 2014 was Wells Fargo, an estimated $5.84M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q1 2014 was Morgan Stanley, an estimated $3.31M sold.

Based on aggregated 13F filings for Q1 2014.