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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

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

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
PAMG
76
Patton Albertson Miller Group
Tennessee
$98K – – –
CFN
77
Cordasco Financial Network
Florida
$88K – – –
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$78K -$19K -2,109 -20%
GWM
79
Geneos Wealth Management
Colorado
$46K +$6.79K +756 +17%
CFD
80
Creative Financial Designs
Indiana
$39K – – –
TDC
81
Thompson Davis & Co
Virginia
$27K -$8.99K -1,000 -25%
EWM
82
Edge Wealth Management
New York
$27K – – –
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$25K – – –
BRC
84
Bell Rock Capital
Delaware
$23K +$386 +43 +2%
SWM
85
SeaCrest Wealth Management
New York
$22K -$2.81K -313 -11%
FHB
86
First Hawaiian Bank
Hawaii
$22K +$21.4K +2,384 New
AF
87
Advisornet Financial
Minnesota
$21K – – –
AOWM
88
Alpha Omega Wealth Management
Virginia
$21K – – –
JFA
89
JNBA Financial Advisors
Minnesota
$21K +$21.2K +2,354 New
SIS
90
Sound Income Strategies
Florida
$19K – – –
AIM
91
Anchor Investment Management
South Carolina
$16.5K – – –
GAM
92
Gemmer Asset Management
California
$14K – – –
BAMG
93
Brand Asset Management Group
Missouri
$11K – – –
Deutsche Bank
94
Deutsche Bank
Germany
$11K – – –
KF
95
Krilogy Financial
Missouri
$10K – – –
CFA
96
Carroll Financial Associates
North Carolina
$7K – – –
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$6K -$11.3K -1,256 -64%
TC
98
Trilogy Capital
California
$6K +$36 +4 +0.6%
SFM
99
Signet Financial Management
New Jersey
$5K -$5.93K -660 -57%
AIS
100
Accurate Investment Solutions
Pennsylvania
$5K +$5.2K +579 New
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.