We are live on ! Find out more
BCX icon

BlackRock Resources & Commodities Strategy Trust
BCX

86 hedge funds and large institutions have $326M invested in BlackRock Resources & Commodities Strategy Trust in 2018 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

1.95% less ownership

Funds ownership: 39.23% → 37.29% (-1.9%)

9% less funds holding

Funds holding: 94 → 86 (-8)

13% less capital invested

Capital invested by funds: $376M → $326M (-$50.3M)

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
86
Holders Change
-8
Holders Change %
-8.51%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
29
Reduced
31
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$3.49M
2
UBS Group
UBS Group
Switzerland
+$2.12M
3
RJA
Raymond James & Associates
Florida
+$2.08M
4
PMLI
Penn Mutual Life Insurance
Pennsylvania
+$2.01M
5
Morgan Stanley
Morgan Stanley
New York
+$1.84M

Top Sellers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
-$7.13M
2
Wells Fargo
Wells Fargo
California
-$4.95M
3
PPA
Parametric Portfolio Associates
Washington
-$3.63M
4
OA
Oxbow Advisors
Texas
-$3.29M
5
1CP
1607 Capital Partners
Virginia
-$2.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFP Advisors
Florida
$208K – – –
BBPWM
52
Blue Bell Private Wealth Management
Pennsylvania
$187K – – –
WI
53
Wintrust Investments
Illinois
$158K -$17.8K -1,864 -9%
JIR
54
James Investment Research
Ohio
$155K -$102K -10,750 -38%
RCM
55
Rivernorth Capital Management
Florida
$152K -$1.8M -188,463 -92%
MIC
56
Meridian Investment Counsel
California
$143K – – –
PAG
57
Private Advisor Group
New Jersey
$139K -$287K -30,135 -66%
APA
58
American Portfolios Advisors
New York
$134K -$419 -44 -0.3%
OC
59
Oppenheimer & Co
New York
$125K +$1.64K +172 +1%
LNC
60
Lincoln National Corp
Pennsylvania
$121K -$89.3K -9,367 -41%
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$115K -$8.01K -840 -6%
PAMG
62
Patton Albertson Miller Group
Tennessee
$109K – – –
RJT
63
Raymond James Trust
Florida
$105K +$112K +11,726 New
SPC
64
Sigma Planning Corp
Michigan
$92K +$98.7K +10,359 New
CFN
65
Cordasco Financial Network
Florida
$86K – – –
Manulife (Manufacturers Life Insurance)
66
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$76K +$13K +1,360 +19%
EA
67
Edge Advisors
Georgia
$59K – – –
CFD
68
Creative Financial Designs
Indiana
$43K -$19.1K -2,000 -29%
GWM
69
Geneos Wealth Management
Colorado
$39K -$8.59K -901 -17%
TDC
70
Thompson Davis & Co
Virginia
$36K – – –
EWM
71
Edge Wealth Management
New York
$27K – – –
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$26K +$17.2K +1,800 +157%
SWM
73
SeaCrest Wealth Management
New York
$25K – – –
SPIA
74
Steward Partners Investment Advisory
New York
$24K +$381 +40 +1%
BRC
75
Bell Rock Capital
Delaware
$22K +$372 +39 +2%
1 2
3
4 5

BCX Hedge Fund Activity: Q1 2018 in Review

86 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q1 2018, worth a combined $326M — down 13% from $376M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of BCX and 9 opened new positions — a net loss of 8 holders — while 31 trimmed existing stakes and 29 added.

The largest buyer was Ameriprise, adding an estimated $3.49M. The largest seller was Cornerstone Advisors, cutting an estimated $7.13M.

  • 86 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q1 2018, down from 94 in Q4 2017.
  • Funds reported $326M of BlackRock Resources & Commodities Strategy Trust stock for Q1 2018, down 13% quarter-over-quarter.
  • 9 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q1 2018 and 17 closed out, a net change of -8 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q1 2018 was Ameriprise, an estimated $3.49M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q1 2018 was Cornerstone Advisors, an estimated $7.13M sold.

Based on aggregated 13F filings for Q1 2018.