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BlackRock Resources & Commodities Strategy Trust
BCX

108 hedge funds and large institutions have $320M invested in BlackRock Resources & Commodities Strategy Trust in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

7% more funds holding

Funds holding: 101 → 108 (+7)

0.14% less ownership

Funds ownership: 36.91% → 36.76% (-0.14%)

3% less capital invested

Capital invested by funds: $329M → $320M (-$9.06M)

Holders
108
Holders Change
+7
Holders Change %
+6.93%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
35
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$2.3M
2
CRC
Curi RMB Capital
Illinois
+$1.58M
3
RCM
Rivernorth Capital Management
Florida
+$1.53M
4
Invesco
Invesco
Georgia
+$1.35M
5
WAM
Wolverine Asset Management
Illinois
+$1.03M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$9.29M
2
RA
Royce & Associates
New York
-$1.37M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$1.24M
4
Wells Fargo
Wells Fargo
California
-$1.19M
5
UBS Group
UBS Group
Switzerland
-$804K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAIM
26
Punch & Associates Investment Management
Minnesota
$1.29M +$6.28K +699 +0.5%
WAM
27
Wolverine Asset Management
Illinois
$1.2M +$1.03M +114,244 +647%
NMC
28
Nine Masts Capital
Hong Kong
$1.17M -$671K -74,700 -37%
BTS
29
BB&T Securities
Virginia
$1.16M +$230K +25,587 +25%
OA
30
Oxbow Advisors
Texas
$1.13M +$281K +31,250 +33%
FTI
31
Fiduciary Trust International
Massachusetts
$1.07M – – –
PFS
32
Prospera Financial Services
Texas
$1.06M +$140K +15,573 +16%
Cohen & Steers
33
Cohen & Steers
New York
$1.04M +$94.3K +10,490 +10%
FAIM
34
Financial Advocates Investment Management
Washington
$1.02M -$35K -3,900 -3%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$977K -$28.1K -3,128 -3%
MCM
36
Marathon Capital Management
Maryland
$950K -$22.9K -2,550 -2%
RA
37
Royce & Associates
New York
$906K -$1.37M -152,000 -60%
PAG
38
Private Advisor Group
New Jersey
$891K +$633K +70,499 +254%
PAM
39
Peak Asset Management
Colorado
$826K +$36K +4,007 +5%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$819K -$67.7K -7,537 -8%
PPA
41
Parametric Portfolio Associates
Washington
$769K +$762K +84,764 New
LTFS
42
Ladenburg Thalmann Financial Services
Florida
$755K +$125K +13,935 +20%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$750K +$108K +12,001 +17%
MC
44
Matisse Capital
Oregon
$561K -$322K -35,875 -37%
CAN
45
Claraphi Advisory Network
United States
$552K -$170K -18,912 -24%
SPIA
46
Steward Partners Investment Advisory
New York
$537K +$8.03K +894 +2%
CWM
47
Cornerstone Wealth Management
Missouri
$521K +$41.5K +4,616 New
EDRIA
48
Edmonds Duncan Registered Investment Advisors
Kansas
$512K -$12.5K -1,394 -2%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$507K +$503K +55,932 New
SKK
50
Shepherd Kaplan Krochuk
Massachusetts
$496K – – –
1
2
3 4 5

BCX Hedge Fund Activity: Q3 2018 in Review

108 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q3 2018, worth a combined $320M — down 2.8% from $329M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BCX positions and 10 closed out — a net gain of 8 holders — while 35 added to existing stakes and 31 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $2.3M. The largest seller was Lazard Asset Management, cutting an estimated $9.29M.

  • 108 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q3 2018, up from 101 in Q2 2018.
  • Funds reported $320M of BlackRock Resources & Commodities Strategy Trust stock for Q3 2018, down 2.8% quarter-over-quarter.
  • 18 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q3 2018 and 10 closed out, a net change of +8 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q3 2018 was Cornerstone Advisors, an estimated $2.3M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q3 2018 was Lazard Asset Management, an estimated $9.29M sold.

Based on aggregated 13F filings for Q3 2018.