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BlackRock Resources & Commodities Strategy Trust
BCX

118 hedge funds and large institutions have $231M invested in BlackRock Resources & Commodities Strategy Trust in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

2% more funds holding

Funds holding: 116 → 118 (+2)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.37% less ownership

Funds ownership: 29.59% → 29.22% (-0.37%)

20% less capital invested

Capital invested by funds: $289M → $231M (-$57.2M)

Holders
118
Holders Change
+2
Holders Change %
+1.72%
% of All Funds
1.99%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
34
Reduced
32
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$13.5M
2
Ameriprise
Ameriprise
Minnesota
+$3.6M
3
WAM
Wolverine Asset Management
Illinois
+$2.15M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.33M
5
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
+$1.26M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.64M
2
Lazard Asset Management
Lazard Asset Management
New York
-$2.3M
3
PFS
Prospera Financial Services
Texas
-$2.24M
4
Invesco
Invesco
Georgia
-$1.11M
5
AWS
Atria Wealth Solutions
New York
-$729K
Name Holding Trade Value Shares
Change 		Change in
Stake
FW
76
FirstPurpose Wealth
Utah
$112K – – –
Franklin Resources
77
Franklin Resources
California
$108K +$127K +12,000 New
IFWM
78
Institute for Wealth Management
Colorado
$107K +$126K +11,885 New
CWM
79
Castle Wealth Management
Florida
$102K +$120K +11,325 New
ASN
80
Advisory Services Network
Georgia
$100K +$118K +11,167 New
OFG
81
Oxford Financial Group
Indiana
$99K +$117K +11,052 New
RPCA
82
Running Point Capital Advisors
California
$96K – – –
MF
83
Manchester Financial
California
$90K – – –
SA
84
Strategic Advisors
New York
$89K – – –
CFN
85
Cordasco Financial Network
Florida
$87K – – –
CI
86
CX Institutional
Indiana
$87K +$103K +9,745 New
APA
87
American Portfolios Advisors
New York
$57.9K -$837 -79 -1%
SWM
88
Spire Wealth Management
Virginia
$57K +$170 +16 +0.3%
JFGIW
89
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56K +$519 +49 +0.8%
US Bancorp
90
US Bancorp
Minnesota
$55K +$63.6K +6,000 +4,478%
AIP
91
Ahrens Investment Partners
Louisiana
$38K – – –
GWM
92
Geneos Wealth Management
Colorado
$38K – – –
AF
93
Allworth Financial
California
$29K – – –
FMTCOCP
94
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$27K – – –
CHA
95
Carmichael Hill & Associates
Maryland
$22K – – –
HI
96
Harbour Investments
Wisconsin
$22K +$25.4K +2,400 New
HNWAG
97
High Net Worth Advisory Group
Florida
$20K – – –
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$20K – – –
FWM
99
Focused Wealth Management
New York
$18K – – –
FDCDDQ
100
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18K +$21.2K +2,000 New
2 3
4
5 6

BCX Hedge Fund Activity: Q2 2022 in Review

118 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q2 2022, worth a combined $231M — down 20% from $289M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BCX positions and 18 closed out — a net gain of 3 holders — while 34 added to existing stakes and 32 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.5M. The largest seller was Wells Fargo, cutting an estimated $3.64M.

  • 118 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q2 2022, up from 116 in Q1 2022.
  • Funds reported $231M of BlackRock Resources & Commodities Strategy Trust stock for Q2 2022, down 20% quarter-over-quarter.
  • 21 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q2 2022 and 18 closed out, a net change of +3 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q2 2022 was Morgan Stanley, an estimated $13.5M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q2 2022 was Wells Fargo, an estimated $3.64M sold.

Based on aggregated 13F filings for Q2 2022.