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BlackRock Resources & Commodities Strategy Trust
BCX

93 hedge funds and large institutions have $301M invested in BlackRock Resources & Commodities Strategy Trust in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

50% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 22

9% more funds holding

Funds holding: 85 → 93 (+8)

8% more capital invested

Capital invested by funds: $279M → $301M (+$22.7M)

2.27% more ownership

Funds ownership: 34.54% → 36.81% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
93
Holders Change
+8
Holders Change %
+9.41%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
18
Increased
33
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$5.68M
2
RA
Royce & Associates
New York
+$4.24M
3
Wells Fargo
Wells Fargo
California
+$3.6M
4
Lazard Asset Management
Lazard Asset Management
New York
+$3.23M
5
GC
Guggenheim Capital
Illinois
+$1.79M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$2.72M
2
COLIM
City of London Investment Management
United Kingdom
-$2.04M
3
Morgan Stanley
Morgan Stanley
New York
-$1.81M
4
PAIM
Punch & Associates Investment Management
Minnesota
-$1.54M
5
MC
Matisse Capital
Oregon
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
76
Versant Capital Management
Arizona
$66K – – –
GWM
77
Geneos Wealth Management
Colorado
$43K – – –
CFD
78
Creative Financial Designs
Indiana
$43K +$42.4K +5,250 New
DADC
79
D.A. Davidson & Co
Montana
$41K – – –
TDC
80
Thompson Davis & Co
Virginia
$33K – – –
EA
81
Edge Advisors
Georgia
$30K +$29.9K +3,700 New
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$19K – – –
BRC
83
Bell Rock Capital
Delaware
$19K +$18.2K +2,258 New
AOWM
84
Alpha Omega Wealth Management
Virginia
$19K +$19K +2,354 New
WA
85
WFG Advisors
Texas
$17K – – –
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$14K – – –
TWA
87
TCI Wealth Advisors
Arizona
$10K +$10.2K +1,259 New
DBT
88
Dubuque Bank & Trust
Iowa
$9K – – –
DAM
89
Delta Asset Management
Tennessee
$7K – – –
LWCFA
90
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K – – –
CFA
91
Carroll Financial Associates
North Carolina
$6K – – –
HCM
92
Highlander Capital Management
New Jersey
$4K – – –
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.6K +198 New
Bank of Nova Scotia
94
Bank of Nova Scotia
Ontario, Canada
– -$2.72M -333,452 Closed
COLIM
95
City of London Investment Management
United Kingdom
– -$2.04M -250,674 Closed
CCM
96
Coe Capital Management
Illinois
– -$716K -90,000 Closed
CS
97
Credit Suisse
Switzerland
– -$86K -10,609 Closed
IWMPD
98
Integrated Wealth Management (Palm Desert)
California
– -$32K -3,907 Closed
JFA
99
JNBA Financial Advisors
Minnesota
– -$13K -1,600 Closed
S
100
SignatureFD
Georgia
– -$13K -1,600 Closed
1 2 3
4
5

BCX Hedge Fund Activity: Q4 2016 in Review

93 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q4 2016, worth a combined $301M — up 8.1% from $279M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BCX positions and 9 closed out — a net gain of 9 holders — while 33 added to existing stakes and 22 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $5.68M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $2.72M sold.

  • 93 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q4 2016, up from 85 in Q3 2016.
  • Funds reported $301M of BlackRock Resources & Commodities Strategy Trust stock for Q4 2016, up 8.1% quarter-over-quarter.
  • 18 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q4 2016 and 9 closed out, a net change of +9 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q4 2016 was 1832 Asset Management, an estimated $5.68M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q4 2016 was Bank of Nova Scotia, an estimated $2.72M sold.

Based on aggregated 13F filings for Q4 2016.