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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
ICAS
51
Investors Capital Advisory Services
Massachusetts
$172K +$186K +17,788 New
HK
52
Horizon Kinetics
New York
$166K +$179K +17,094 New
TJHA
53
Thomas J. Herzfeld Advisors
Florida
$163K – – –
WS
54
Wedbush Securities
California
$161K +$173K +16,587 New
WKWM
55
Walter & Keenan Wealth Management
Indiana
$146K -$62.7K -6,000 -29%
CI
56
CAZ Investments
Texas
$140K +$151K +14,461 New
ACP
57
Aviance Capital Partners
Florida
$135K -$1.04K -100 -0.7%
MFS
58
MSI Financial Services
Massachusetts
$127K +$124K +11,875 +990%
HighTower Advisors
59
HighTower Advisors
Illinois
$121K +$130K +12,471 New
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$113K +$70K +6,700 +134%
BBPWM
61
Blue Bell Private Wealth Management
Pennsylvania
$109K +$83.7K +8,013 +243%
PAM
62
Panagora Asset Management
Massachusetts
$84K +$89.9K +8,607 New
CFN
63
Cordasco Financial Network
Florida
$45K +$48.9K +4,681 New
TDC
64
Thompson Davis & Co
Virginia
$39K -$2.61K -250 -6%
Citigroup
65
Citigroup
New York
$30K +$12.6K +1,210 +64%
FAM
66
Formidable Asset Management
Ohio
$29K +$11.6K +1,112 +59%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$24K +$9.87K +945 +63%
MA
68
MUFG Americas
New York
$22K +$23.1K +2,212 +2,873%
Creative Planning
69
Creative Planning
Kansas
$22K +$24.2K +2,317 New
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$21K +$22.8K +2,186 New
CCS
71
Crosspoint Capital Strategies
California
$18K +$19.7K +1,890 New
S
72
SignatureFD
Georgia
$16K – – –
NFG
73
Next Financial Group
Texas
$15K -$15.6K -1,490 -49%
HCM
74
Highlander Capital Management
New Jersey
$15K +$16.6K +1,587 New
LWCFA
75
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K +$12.5K +1,195 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.