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BlackRock Resources & Commodities Strategy Trust
BCX

116 hedge funds and large institutions have $257M invested in BlackRock Resources & Commodities Strategy Trust in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 32 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

7% more funds holding

Funds holding: 108 → 116 (+8)

1.14% more ownership

Funds ownership: 36.76% → 37.9% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

16% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 38

20% less capital invested

Capital invested by funds: $320M → $257M (-$63.4M)

Holders
116
Holders Change
+8
Holders Change %
+7.41%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
32
Reduced
38
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
+$3.87M
2
CA
Cornerstone Advisors
North Carolina
+$2.98M
3
1CP
1607 Capital Partners
Virginia
+$2.65M
4
HI
HBK Investments
Texas
+$2.27M
5
Ameriprise
Ameriprise
Minnesota
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$6.47M
2
AA
Advisory Alpha
Michigan
-$2M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.84M
4
NMC
Nine Masts Capital
Hong Kong
-$1.17M
5
Lazard Asset Management
Lazard Asset Management
New York
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
76
Blue Bell Private Wealth Management
Pennsylvania
$122K -$7.9K -1,000 -5%
MIC
77
Meridian Investment Counsel
California
$114K – – –
WA
78
Waverly Advisors
Alabama
$114K – – –
WI
79
Wintrust Investments
Illinois
$99K -$23K -2,906 -17%
PPW
80
Pasadena Private Wealth
California
$89K +$99.4K +12,572 New
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$87K +$97.4K +12,320 New
IA
82
IFP Advisors
Florida
$86K -$35.2K -4,451 -27%
RJT
83
Raymond James Trust
Florida
$86K -$4.74K -600 -5%
Millennium Management
84
Millennium Management
New York
$79K +$89K +11,254 New
JIR
85
James Investment Research
Ohio
$70K -$7.9K -1,000 -9%
CFN
86
Cordasco Financial Network
Florida
$68K – – –
APA
87
American Portfolios Advisors
New York
$63.1K -$67.8K -8,579 -49%
WAP
88
Wealthcare Advisory Partners
Pennsylvania
$61K +$103 +13 +0.2%
GWM
89
Geneos Wealth Management
Colorado
$31K -$5.97K -756 -15%
EWM
90
Edge Wealth Management
New York
$21K – – –
MOS
91
MGO One Seven
Ohio
$21K +$24.1K +3,053 New
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$20K – – –
BRC
93
Bell Rock Capital
Delaware
$18K +$379 +48 +2%
AF
94
Advisornet Financial
Minnesota
$17K – – –
AOWM
95
Alpha Omega Wealth Management
Virginia
$17K – – –
FHB
96
First Hawaiian Bank
Hawaii
$17K – – –
SWM
97
SeaCrest Wealth Management
New York
$17K – – –
Citigroup
98
Citigroup
New York
$16K -$103K -12,992 -85%
PB
99
Pinnacle Bancorp
Nebraska
$16K +$18.1K +2,288 New
CFD
100
Creative Financial Designs
Indiana
$15K -$17.8K -2,250 -52%
2 3
4
5 6

BCX Hedge Fund Activity: Q4 2018 in Review

116 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q4 2018, worth a combined $257M — down 20% from $320M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BCX positions and 15 closed out — a net gain of 9 holders — while 32 added to existing stakes and 38 trimmed.

The largest buyer was Curi RMB Capital, adding an estimated $3.87M. The largest seller was Morgan Stanley, cutting an estimated $6.47M.

  • 116 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q4 2018, up from 108 in Q3 2018.
  • Funds reported $257M of BlackRock Resources & Commodities Strategy Trust stock for Q4 2018, down 20% quarter-over-quarter.
  • 24 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q4 2018 and 15 closed out, a net change of +9 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q4 2018 was Curi RMB Capital, an estimated $3.87M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q4 2018 was Morgan Stanley, an estimated $6.47M sold.

Based on aggregated 13F filings for Q4 2018.