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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
Citigroup
76
Citigroup
New York
$21K -$400 -42 -2%
AOWM
77
Alpha Omega Wealth Management
Virginia
$21K – – –
AF
78
Advisornet Financial
Minnesota
$21K +$22.3K +2,343 New
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$17K -$5.97K -626 -24%
AIM
80
Anchor Investment Management
South Carolina
$16.1K – – –
CIBC Private Wealth Group
81
CIBC Private Wealth Group
Georgia
$15K +$133 +14 +0.9%
KF
82
Krilogy Financial
Missouri
$10K – – –
SFM
83
Signet Financial Management
New Jersey
$10K +$11K +1,149 New
CFA
84
Carroll Financial Associates
North Carolina
$7K – – –
DAM
85
Delta Asset Management
Tennessee
$7K – – –
HCM
86
Highlander Capital Management
New Jersey
$4K – – –
PPA
87
Parametric Portfolio Associates
Washington
– -$3.63M -371,415 Closed
6M
88
6 Meridian
Kansas
– -$2.05M -209,965 Closed
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
– -$2.02M -206,361 Closed
ICM
90
Ionic Capital Management
New York
– -$1.71M -175,177 Closed
Bank of Nova Scotia
91
Bank of Nova Scotia
Ontario, Canada
– -$1.67M -170,977 Closed
Geode Capital Management
92
Geode Capital Management
Massachusetts
– -$1.2M -123,036 Closed
ACM
93
AlphaStar Capital Management
North Carolina
– -$439K -44,906 Closed
CCP
94
Cardan Capital Partners
Colorado
– -$318K -32,647 Closed
VCWA
95
Vanguard Capital Wealth Advisors
Colorado
– -$184K -18,838 Closed
TJHA
96
Thomas J. Herzfeld Advisors
Florida
– -$138K -14,156 Closed
HighTower Advisors
97
HighTower Advisors
Illinois
– -$128K -13,062 Closed
SI
98
SII Investments
Wisconsin
– -$117K -11,894 Closed
Citadel Advisors
99
Citadel Advisors
Florida
– -$109K -11,188 Closed
PAS
100
Park Avenue Securities
New York
– -$100K -10,092 Closed
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.