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BlackRock Resources & Commodities Strategy Trust
BCX

80 hedge funds and large institutions have $292M invested in BlackRock Resources & Commodities Strategy Trust in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 38 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,300% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 1

533% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 6

77% more capital invested

Capital invested by funds: $165M → $292M (+$127M)

67% more funds holding

Funds holding: 48 → 80 (+32)

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

1.22% less ownership

Funds ownership: 31.56% → 30.34% (-1.2%)

Holders
80
Holders Change
+32
Holders Change %
+66.67%
% of All Funds
2.13%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
34
Increased
38
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$32.7M
2
1CP
1607 Capital Partners
Virginia
+$22.2M
3
FIMG
Financial & Investment Management Group
Michigan
+$18.8M
4
KIM
Karpus Investment Management
New York
+$12.5M
5
CA
Cornerstone Advisors
North Carolina
+$11.8M

Top Sellers

1
GC
Guggenheim Capital
Illinois
-$1.87M
2
KIA
King Investment Advisors
Texas
-$80.3K
3
EWM
Evercore Wealth Management
New York
-$63K
4
WKWM
Walter & Keenan Wealth Management
Indiana
-$62.7K
5
NFG
Next Financial Group
Texas
-$15.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
26
Marathon Capital Management
Maryland
$1.28M +$1.38M +132,147 New
Goldman Sachs
27
Goldman Sachs
New York
$1.26M +$1.21M +115,657 +798%
Cohen & Steers
28
Cohen & Steers
New York
$1.18M +$1.27M +121,899 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$984K +$652K +62,410 +160%
KIA
30
King Investment Advisors
Texas
$872K -$80.3K -7,685 -8%
LPL Financial
31
LPL Financial
California
$773K +$475K +45,423 +133%
AWA
32
Arete Wealth Advisors
Illinois
$704K +$37.7K +3,612 +5%
PAM
33
Peak Asset Management
Colorado
$608K +$654K +62,583 New
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$584K +$622K +59,541 +9,318%
Deutsche Bank
35
Deutsche Bank
Germany
$577K +$244K +23,399 +65%
GEM
36
Global Endowment Management
North Carolina
$572K +$166K +15,880 +37%
LCM
37
Landscape Capital Management
New Jersey
$545K +$468K +44,756 +395%
NPC
38
National Planning Corporation
California
$476K +$515K +49,311 New
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$473K +$284K +27,194 +126%
TRCT
40
Tower Research Capital (TRC)
New York
$471K +$507K +48,487 +4,848,700%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$470K +$505K +48,366 New
CCM
42
Coe Capital Management
Illinois
$388K +$418K +40,000 New
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$322K +$229K +21,896 +194%
MIG
44
Mariner Investment Group
New York
$268K +$288K +27,590 New
Jane Street
45
Jane Street
New York
$249K +$268K +25,695 New
B
46
Baird
Wisconsin
$225K +$241K +23,088 New
CAS
47
CTC Alternative Strategies
Illinois
$225K +$242K +23,171 New
AIG
48
American International Group
New York
$211K +$198K +18,915 +672%
RVP
49
Relative Value Partners
Illinois
$199K +$19.5K +1,870 +10%
DS
50
DRW Securities
Illinois
$182K +$196K +18,758 New
1
2
3 4

BCX Hedge Fund Activity: Q4 2014 in Review

80 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q4 2014, worth a combined $292M — up 77% from $165M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new BCX positions and 1 closed out — a net gain of 33 holders — while 38 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.7M. The largest seller was Guggenheim Capital, cutting an estimated $1.87M.

  • 80 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q4 2014, up from 48 in Q3 2014.
  • Funds reported $292M of BlackRock Resources & Commodities Strategy Trust stock for Q4 2014, up 77% quarter-over-quarter.
  • 34 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q4 2014 and 1 closed out, a net change of +33 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q4 2014 was Morgan Stanley, an estimated $32.7M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q4 2014 was Guggenheim Capital, an estimated $1.87M sold.

Based on aggregated 13F filings for Q4 2014.