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BlackRock Resources & Commodities Strategy Trust
BCX

85 hedge funds and large institutions have $279M invested in BlackRock Resources & Commodities Strategy Trust in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $254M → $279M (+$24.4M)

1.15% more ownership

Funds ownership: 33.39% → 34.54% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

3% less funds holding

Funds holding: 88 → 85 (-3)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
85
Holders Change
-3
Holders Change %
-3.41%
% of All Funds
2.27%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
10
Increased
25
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$13.4M
2
OA
Oxbow Advisors
Texas
+$3.69M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$3.59M
4
PMLI
Penn Mutual Life Insurance
Pennsylvania
+$2.9M
5
Bank of America
Bank of America
North Carolina
+$1.16M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.35M
2
LCM
Landscape Capital Management
New Jersey
-$1.76M
3
DA
Doliver Advisors
Texas
-$1.75M
4
RA
Royce & Associates
New York
-$1.43M
5
RCM
Rivernorth Capital Management
Florida
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$216K +$12.6K +1,572 +6%
BBPWM
52
Blue Bell Private Wealth Management
Pennsylvania
$207K +$92.2K +11,550 +84%
OC
53
Oppenheimer & Co
New York
$203K +$199K +24,922 New
LCM
54
Landscape Capital Management
New Jersey
$181K -$1.76M -219,907 -91%
AG
55
Advisor Group
Arizona
$180K -$85.2K -10,668 -33%
IA
56
IFP Advisors
Florida
$162K – – –
WS
57
Wedbush Securities
California
$157K -$36.1K -4,521 -19%
TJHA
58
Thomas J. Herzfeld Advisors
Florida
$128K – – –
RJT
59
Raymond James Trust
Florida
$125K +$11.2K +1,400 +10%
CCP
60
Cardan Capital Partners
Colorado
$117K – – –
PAMG
61
Patton Albertson Miller Group
Tennessee
$100K – – –
Creative Planning
62
Creative Planning
Kansas
$98K +$4.79K +600 +5%
NFG
63
Next Financial Group
Texas
$96K +$78K +9,773 +489%
CS
64
Credit Suisse
Switzerland
$86K -$24.6K -3,080 -22%
CFN
65
Cordasco Financial Network
Florida
$74K – – –
VCM
66
Versant Capital Management
Arizona
$65K – – –
GWM
67
Geneos Wealth Management
Colorado
$43K – – –
Citigroup
68
Citigroup
New York
$40K -$98K -12,277 -72%
DADC
69
D.A. Davidson & Co
Montana
$40K – – –
TDC
70
Thompson Davis & Co
Virginia
$33K – – –
IWMPD
71
Integrated Wealth Management (Palm Desert)
California
$32K – – –
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31K +$30.6K +3,836 New
ASN
73
Advisory Services Network
Georgia
$23K -$926 -116 -4%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$18K -$7.99K -1,000 -31%
WA
75
WFG Advisors
Texas
$16K +$16K +2,000 New
1 2
3
4

BCX Hedge Fund Activity: Q3 2016 in Review

85 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q3 2016, worth a combined $279M — up 9.6% from $254M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of BCX and 10 opened new positions — a net loss of 2 holders — while 26 trimmed existing stakes and 25 added.

The largest buyer was Lazard Asset Management, adding an estimated $13.4M. The largest seller was Morgan Stanley, cutting an estimated $6.35M.

  • 85 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q3 2016, down from 88 in Q2 2016.
  • Funds reported $279M of BlackRock Resources & Commodities Strategy Trust stock for Q3 2016, up 9.6% quarter-over-quarter.
  • 10 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q3 2016 and 12 closed out, a net change of -2 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q3 2016 was Lazard Asset Management, an estimated $13.4M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q3 2016 was Morgan Stanley, an estimated $6.35M sold.

Based on aggregated 13F filings for Q3 2016.