We are live on ! Find out more
BCX icon

BlackRock Resources & Commodities Strategy Trust
BCX

129 hedge funds and large institutions have $279M invested in BlackRock Resources & Commodities Strategy Trust in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 35

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

6% more capital invested

Capital invested by funds: $264M → $279M (+$14.9M)

3% more funds holding

Funds holding: 125 → 129 (+4)

3.1% more ownership

Funds ownership: 32.51% → 35.62% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
129
Holders Change
+4
Holders Change %
+3.2%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
50
Reduced
35
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$17.9M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$4.85M
3
SCM
Saba Capital Management
New York
+$4.5M
4
AA
AQR Arbitrage
Connecticut
+$2.26M
5
LCM
Landscape Capital Management
New Jersey
+$1.82M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$3.77M
2
WAM
Wolverine Asset Management
Illinois
-$3.33M
3
Wells Fargo
Wells Fargo
California
-$1.31M
4
KIM
Karpus Investment Management
New York
-$1.27M
5
Lazard Asset Management
Lazard Asset Management
New York
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
QC
26
Quantedge Capital
Singapore
$1.51M +$889K +100,900 +147%
UBS Group
27
UBS Group
Switzerland
$1.28M +$55.8K +6,335 +5%
EDRIA
28
Edmonds Duncan Registered Investment Advisors
Kansas
$1.06M +$732 +83 +0.1%
FFP
29
FourThought Financial Partners
Florida
$997K -$33.7K -3,818 -3%
SPIA
30
Steward Partners Investment Advisory
New York
$965K -$202K -22,900 -17%
AWS
31
Atria Wealth Solutions
New York
$945K +$51.5K +5,846 +6%
OC
32
Oppenheimer & Co
New York
$919K +$46K +5,217 +5%
PAG
33
Private Advisor Group
New Jersey
$799K -$53.4K -6,055 -6%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$753K -$226K -25,682 -23%
DADC
35
D.A. Davidson & Co
Montana
$740K +$8.4K +953 +1%
FAIM
36
Financial Advocates Investment Management
Washington
$706K +$40K +4,537 +6%
ISL
37
Ingalls & Snyder LLC
New York
$653K -$25.6K -2,900 -4%
RCM
38
RB Capital Management
Nevada
$589K -$30.4K -3,448 -5%
CA
39
Claro Advisors
Massachusetts
$550K -$22.2K -2,522 -4%
MA
40
MONECO Advisors
Connecticut
$541K +$6.58K +746 +1%
SC
41
Stolper & Co
Oklahoma
$533K +$3.16K +359 +0.6%
PFA
42
Pathway Financial Advisers
Indiana
$486K -$27.8K -3,153 -5%
MCM
43
Marathon Capital Management
Maryland
$471K -$13.2K -1,500 -3%
IAIM
44
International Assets Investment Management
Florida
$456K +$185 +21 +0%
IPAM
45
Investment Partners Asset Management
New Jersey
$424K +$421K +47,793 New
NA
46
NewEdge Advisors
Louisiana
$418K +$437K +49,557 New
GC
47
Guggenheim Capital
Illinois
$410K -$74.9K -8,498 -16%
SIC
48
Samalin Investment Counsel
New York
$404K +$148K +16,828 +59%
SLWA
49
San Luis Wealth Advisors
California
$397K +$1.16K +131 +0.3%
9WM
50
9258 Wealth Management
Ohio
$380K -$25.2K -2,863 -6%
1
2
3 4 5

BCX Hedge Fund Activity: Q4 2023 in Review

129 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q4 2023, worth a combined $279M — up 5.6% from $264M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BCX positions and 16 closed out — a net gain of 4 holders — while 50 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.9M. The largest seller was Raymond James & Associates, cutting an estimated $3.77M.

  • 129 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q4 2023, up from 125 in Q3 2023.
  • Funds reported $279M of BlackRock Resources & Commodities Strategy Trust stock for Q4 2023, up 5.6% quarter-over-quarter.
  • 20 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q4 2023 and 16 closed out, a net change of +4 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q4 2023 was Morgan Stanley, an estimated $17.9M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q4 2023 was Raymond James & Associates, an estimated $3.77M sold.

Based on aggregated 13F filings for Q4 2023.