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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
VCWA
51
Vanguard Capital Wealth Advisors
Colorado
$347K -$15.4K -1,743 -4%
First Trust Advisors
52
First Trust Advisors
Illinois
$328K -$30.5K -3,462 -9%
AF
53
Advisornet Financial
Minnesota
$327K -$16K -1,814 -5%
SI
54
Stephens Inc
Arkansas
$324K +$22.1K +2,510 +7%
KSCM
55
Kamunting Street Capital Management
Florida
$323K +$321K +36,379 New
RIA
56
Realta Investment Advisors
Delaware
$304K +$63.3K +7,187 +27%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$301K +$52.7K +5,980 +21%
Mariner
58
Mariner
Kansas
$283K +$121K +13,760 +76%
SP
59
Stonebrook Private
Michigan
$265K +$263K +29,845 New
BCA
60
Bay Colony Advisors
Massachusetts
$238K +$185 +21 +0.1%
IFG
61
Independent Financial Group
California
$215K +$9.99K +1,133 +5%
MC
62
Moors & Cabot
Massachusetts
$211K -$23.7K -2,690 -10%
NFG
63
Nations Financial Group
Iowa
$207K -$2.67K -303 -1%
Northern Trust
64
Northern Trust
Illinois
$205K -$17.3K -1,960 -8%
BBPWM
65
Blue Bell Private Wealth Management
Pennsylvania
$203K +$12.2K +1,379 +6%
COLIM
66
City of London Investment Management
United Kingdom
$199K +$82.8K +9,400 +72%
LFS
67
Leibman Financial Services
Nebraska
$186K +$185K +20,995 New
LCM
68
Leisure Capital Management
California
$178K – – –
TSWM
69
Tyler-Stone Wealth Management
Ohio
$173K +$2.63K +299 +2%
VR
70
Valued Retirements
Texas
$171K +$169K +19,219 New
HI
71
Harbour Investments
Wisconsin
$169K +$123K +14,000 +278%
IFWM
72
Institute for Wealth Management
Colorado
$163K – – –
WAM
73
WNY Asset Management
New York
$161K +$17.6K +2,000 +12%
AAS
74
Avantax Advisory Services
Texas
$160K +$1.25K +142 +0.8%
IWN
75
Independent Wealth Network
Iowa
$159K -$49.2K -5,585 -24%
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.