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BlackRock Resources & Commodities Strategy Trust
BCX

111 hedge funds and large institutions have $289M invested in BlackRock Resources & Commodities Strategy Trust in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $257M → $289M (+$32.3M)

0.9% less ownership

Funds ownership: 37.9% → 37% (-0.9%)

4% less funds holding

Funds holding: 116 → 111 (-5)

19% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 43

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
111
Holders Change
-5
Holders Change %
-4.31%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
35
Reduced
43
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$2.35M
2
Wells Fargo
Wells Fargo
California
+$2.17M
3
Ameriprise
Ameriprise
Minnesota
+$1.26M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.2M
5
Invesco
Invesco
Georgia
+$942K

Top Sellers

Rank Fund Capital Flow
1
VSWA
Vontobel Swiss Wealth Advisors
Switzerland
-$2.77M
2
CRC
Curi RMB Capital
Illinois
-$1.56M
3
Lazard Asset Management
Lazard Asset Management
New York
-$1.47M
4
HI
HBK Investments
Texas
-$1.32M
5
WAM
Wolverine Asset Management
Illinois
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
76
Goldman Sachs
New York
$116K -$30.2K -3,831 -21%
RJT
77
Raymond James Trust
Florida
$109K +$9.8K +1,241 +10%
WI
78
Wintrust Investments
Illinois
$105K -$8.42K -1,066 -8%
AIP
79
Ahrens Investment Partners
Louisiana
$93K -$100K -12,665 -53%
KIM
80
Karpus Investment Management
New York
$82K +$79K +10,000 New
SPC
81
Sigma Planning Corp
Michigan
$82K +$79.6K +10,078 New
IA
82
IFP Advisors
Florida
$81K -$17K -2,147 -18%
JIR
83
James Investment Research
Ohio
$81K – – –
FAAS
84
First Allied Advisory Services
California
$81K +$79K +10,008 New
CFN
85
Cordasco Financial Network
Florida
$79K – – –
APA
86
American Portfolios Advisors
New York
$73.8K +$734 +93 +1%
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$62K -$7.69K -974 -11%
GWM
88
Geneos Wealth Management
Colorado
$34K -$1.18K -150 -3%
CJA
89
C-J Advisory
California
$29K +$27.6K +3,500 New
EWM
90
Edge Wealth Management
New York
$24K – – –
BRC
91
Bell Rock Capital
Delaware
$21K +$411 +52 +2%
AOWM
92
Alpha Omega Wealth Management
Virginia
$19K – – –
FHB
93
First Hawaiian Bank
Hawaii
$19K – – –
Citigroup
94
Citigroup
New York
$19K +$395 +50 +2%
SWM
95
SeaCrest Wealth Management
New York
$18K -$2.23K -283 -12%
PB
96
Pinnacle Bancorp
Nebraska
$18K -$884 -112 -5%
FWM
97
Focused Wealth Management
New York
$16K – – –
AF
98
Allworth Financial
California
$15K – – –
AF
99
Advisornet Financial
Minnesota
$12K -$6.56K -831 -35%
HDIM
100
Hanson & Doremus Investment Management
Vermont
$10K – – –
2 3
4
5 6

BCX Hedge Fund Activity: Q1 2019 in Review

111 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q1 2019, worth a combined $289M — up 13% from $257M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BCX and 11 opened new positions — a net loss of 5 holders — while 43 trimmed existing stakes and 35 added.

The largest buyer was Cornerstone Advisors, adding an estimated $2.35M. The largest seller was Vontobel Swiss Wealth Advisors, cutting an estimated $2.77M.

  • 111 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q1 2019, down from 116 in Q4 2018.
  • Funds reported $289M of BlackRock Resources & Commodities Strategy Trust stock for Q1 2019, up 13% quarter-over-quarter.
  • 11 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q1 2019 and 16 closed out, a net change of -5 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q1 2019 was Cornerstone Advisors, an estimated $2.35M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q1 2019 was Vontobel Swiss Wealth Advisors, an estimated $2.77M sold.

Based on aggregated 13F filings for Q1 2019.