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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
AA
51
Ancora Advisors
Ohio
$476K -$89.9K -10,000 -16%
OC
52
Oppenheimer & Co
New York
$471K +$339K +37,686 +264%
Bank of Nova Scotia
53
Bank of Nova Scotia
Ontario, Canada
$418K -$1.24M -137,862 -75%
BRWA
54
B. Riley Wealth Advisors
Florida
$413K -$18K -2,000 -4%
AG
55
Advisor Group
Arizona
$404K -$44.5K -4,956 -10%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$374K -$11K -1,221 -3%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$373K -$37.3K -4,150 -9%
Creative Planning
58
Creative Planning
Kansas
$347K +$63.4K +7,060 +23%
SWM
59
Stockman Wealth Management
Montana
$346K – – –
Walleye Trading
60
Walleye Trading
New York
$229K +$226K +25,200 New
RCA
61
Rowland Carmichael Advisors
Arizona
$218K +$216K +24,000 New
SI
62
Stephens Inc
Arkansas
$216K +$33.9K +3,770 +19%
DA
63
Doliver Advisors
Texas
$201K -$29.3K -3,257 -13%
WS
64
Wedbush Securities
California
$196K – – –
BBPWM
65
Blue Bell Private Wealth Management
Pennsylvania
$166K – – –
APA
66
American Portfolios Advisors
New York
$159K +$8.23K +916 +6%
WI
67
Wintrust Investments
Illinois
$153K +$99 +11 +0.1%
IA
68
IFP Advisors
Florida
$151K -$51.2K -5,696 -25%
MIC
69
Meridian Investment Counsel
California
$147K – – –
WA
70
Waverly Advisors
Alabama
$147K – – –
Citigroup
71
Citigroup
New York
$138K +$115K +12,822 +534%
Goldman Sachs
72
Goldman Sachs
New York
$136K +$134K +14,962 New
JIP
73
Jaffetilchin Investment Partners
Florida
$129K +$128K +14,205 New
RJT
74
Raymond James Trust
Florida
$115K – – –
JIR
75
James Investment Research
Ohio
$99K – – –
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.