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BlackRock Resources & Commodities Strategy Trust
BCX

99 hedge funds and large institutions have $301M invested in BlackRock Resources & Commodities Strategy Trust in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

2% more funds holding

Funds holding: 97 → 99 (+2)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

0.84% more ownership

Funds ownership: 37.41% → 38.24% (+0.84%)

6% less capital invested

Capital invested by funds: $319M → $301M (-$18.1M)

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
99
Holders Change
+2
Holders Change %
+2.06%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
11
Increased
34
Reduced
31
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$7.13M
2
PPA
Parametric Portfolio Associates
Washington
+$2.57M
3
BRWA
B. Riley Wealth Advisors
Florida
+$1.33M
4
AA
Advisory Alpha
Michigan
+$1.32M
5
AAM
Advisors Asset Management
Colorado
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
KAM
Knightsbridge Asset Management
California
-$5.13M
2
Lazard Asset Management
Lazard Asset Management
New York
-$2.1M
3
RA
Royce & Associates
New York
-$1.92M
4
JIR
James Investment Research
Ohio
-$1.61M
5
CA
Cornerstone Advisors
North Carolina
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$1.55M +$442K +52,930 +38%
UBS Group
27
UBS Group
Switzerland
$1.55M +$61.6K +7,372 +4%
AA
28
Advisory Alpha
Michigan
$1.36M +$1.32M +157,758 New
RCM
29
RB Capital Management
Nevada
$1.29M +$15K +1,796 +1%
BRWA
30
B. Riley Wealth Advisors
Florida
$1.28M +$1.33M +159,660 New
RJA
31
Raymond James & Associates
Florida
$1.23M +$78.8K +9,432 +7%
PAIM
32
Punch & Associates Investment Management
Minnesota
$1.18M +$6.54K +783 +0.5%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$1.1M -$11.8K -1,406 -1%
FTI
34
Fiduciary Trust International
Massachusetts
$942K +$983K +117,653 New
NMC
35
Nine Masts Capital
Hong Kong
$838K +$874K +104,600 New
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$829K +$102K +12,236 +13%
Millennium Management
37
Millennium Management
New York
$816K +$558K +66,726 +190%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$785K -$45.2K -5,409 -5%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$680K +$80.5K +9,633 +13%
BTS
40
BB&T Securities
Virginia
$538K +$86.3K +10,327 +18%
PAM
41
Peak Asset Management
Colorado
$535K +$151K +18,124 +37%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$515K -$15K -1,800 -3%
PFS
43
Prospera Financial Services
Texas
$489K – – –
SKK
44
Shepherd Kaplan Krochuk
Massachusetts
$489K +$36.8K +4,400 +8%
EDRIA
45
Edmonds Duncan Registered Investment Advisors
Kansas
$476K -$12.8K -1,529 -3%
GEM
46
Global Endowment Management
North Carolina
$472K – – –
TC
47
TFS Capital
Pennsylvania
$443K +$462K +55,265 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$418K -$21.9K -2,618 -5%
AA
49
Ancora Advisors
Ohio
$403K +$83.6K +10,000 +25%
MML Investors Services
50
MML Investors Services
Massachusetts
$392K -$52.4K -6,272 -11%
1
2
3 4 5

BCX Hedge Fund Activity: Q2 2017 in Review

99 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q2 2017, worth a combined $301M — down 5.7% from $319M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BCX positions and 8 closed out — a net gain of 3 holders — while 34 added to existing stakes and 31 trimmed.

The largest buyer was Wells Fargo, adding an estimated $7.13M. The largest seller was Knightsbridge Asset Management, cutting an estimated $5.13M.

  • 99 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q2 2017, up from 97 in Q1 2017.
  • Funds reported $301M of BlackRock Resources & Commodities Strategy Trust stock for Q2 2017, down 5.7% quarter-over-quarter.
  • 11 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q2 2017 and 8 closed out, a net change of +3 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q2 2017 was Wells Fargo, an estimated $7.13M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q2 2017 was Knightsbridge Asset Management, an estimated $5.13M sold.

Based on aggregated 13F filings for Q2 2017.