We are live on ! Find out more
BCX icon

BlackRock Resources & Commodities Strategy Trust
BCX

85 hedge funds and large institutions have $230M invested in BlackRock Resources & Commodities Strategy Trust in 2015 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 16

6% more capital invested

Capital invested by funds: $216M → $230M (+$13.9M)

2% more funds holding

Funds holding: 83 → 85 (+2)

1.94% more ownership

Funds ownership: 30.68% → 32.62% (+1.9%)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
27
Reduced
26
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$5.22M
2
Lazard Asset Management
Lazard Asset Management
New York
+$3.57M
3
CRC
Curi RMB Capital
Illinois
+$3.1M
4
RA
Royce & Associates
New York
+$3.07M
5
BI
Bulldog Investors
New Jersey
+$2.64M

Top Sellers

1
KIM
Karpus Investment Management
New York
-$9.07M
2
Morgan Stanley
Morgan Stanley
New York
-$4.21M
3
PAIM
Punch & Associates Investment Management
Minnesota
-$3.54M
4
AAM
Advisors Asset Management
Colorado
-$2.18M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$17K – – –
TRCT
77
Tower Research Capital (TRC)
New York
$16K +$16.9K +2,318 New
S
78
SignatureFD
Georgia
$11K – – –
NFG
79
Next Financial Group
Texas
$7K -$7.31K -1,000 -50%
DBT
80
Dubuque Bank & Trust
Iowa
$7K – – –
AFP
81
Ausdal Financial Partners
Iowa
$7K +$7.28K +996 New
HCM
82
Highlander Capital Management
New Jersey
$6K -$5.53K -756 -48%
LWCFA
83
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K -$2.76K -377 -32%
ASN
84
Advisory Services Network
Georgia
$2K +$44 +6 +2%
DAM
85
Delta Asset Management
Tennessee
$1K – – –
KIM
86
Karpus Investment Management
New York
– -$9.07M -1,277,805 Closed
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
– -$431K -60,747 Closed
TC
88
TFS Capital
Pennsylvania
– -$367K -51,741 Closed
Citadel Advisors
89
Citadel Advisors
Florida
– -$192K -27,034 Closed
FIMG
90
Financial & Investment Management Group
Michigan
– -$154K -21,697 Closed
OC
91
Oppenheimer & Co
New York
– -$135K -19,033 Closed
DAS
92
Dynamic Advisor Solutions
Arizona
– -$134K -18,904 Closed
RVPG
93
Relative Value Partners Group
– -$129K -18,134 Closed
OA
94
Oxbow Advisors
Texas
– -$82K -11,450 Closed
BF
95
BOK Financial
Oklahoma
– -$71K -10,000 Closed
WA
96
Waverly Advisors
Alabama
– -$40K -5,616 Closed
GWM
97
Gupta Wealth Management
California
– -$9K -1,215 Closed
WA
98
WFG Advisors
Texas
– -$7K -1,055 Closed
VNA
99
Valley National Advisers
Pennsylvania
– -$5K -756 Closed
DSC
100
Duncker Streett & Co
Missouri
– -$1K -151 Closed
1 2 3
4

BCX Hedge Fund Activity: Q4 2015 in Review

85 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q4 2015, worth a combined $230M — up 6.5% from $216M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BCX positions and 16 closed out — a net gain of 2 holders — while 27 added to existing stakes and 26 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.22M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $9.07M sold.

  • 85 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q4 2015, up from 83 in Q3 2015.
  • Funds reported $230M of BlackRock Resources & Commodities Strategy Trust stock for Q4 2015, up 6.5% quarter-over-quarter.
  • 18 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q4 2015 and 16 closed out, a net change of +2 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q4 2015 was Wells Fargo, an estimated $5.22M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q4 2015 was Karpus Investment Management, an estimated $9.07M sold.

Based on aggregated 13F filings for Q4 2015.