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BlackRock Resources & Commodities Strategy Trust
BCX

129 hedge funds and large institutions have $279M invested in BlackRock Resources & Commodities Strategy Trust in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 35

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

6% more capital invested

Capital invested by funds: $264M → $279M (+$14.9M)

3% more funds holding

Funds holding: 125 → 129 (+4)

3.1% more ownership

Funds ownership: 32.51% → 35.62% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
129
Holders Change
+4
Holders Change %
+3.2%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
50
Reduced
35
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$17.9M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$4.85M
3
SCM
Saba Capital Management
New York
+$4.5M
4
AA
AQR Arbitrage
Connecticut
+$2.26M
5
LCM
Landscape Capital Management
New Jersey
+$1.82M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$3.77M
2
WAM
Wolverine Asset Management
Illinois
-$3.33M
3
Wells Fargo
Wells Fargo
California
-$1.31M
4
KIM
Karpus Investment Management
New York
-$1.27M
5
Lazard Asset Management
Lazard Asset Management
New York
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
76
Cetera Advisor Networks
California
$158K -$14.5K -1,650 -8%
SA
77
Strategic Advisors
New York
$155K -$32.4K -3,678 -17%
MCCP
78
Mission Creek Capital Partners
California
$141K – – –
KPWS
79
Kestra Private Wealth Services
Texas
$141K – – –
Jane Street
80
Jane Street
New York
$133K -$198K -22,472 -60%
SWM
81
Stockman Wealth Management
Montana
$133K – – –
CAS
82
CTC Alternative Strategies
Illinois
$131K +$130K +14,772 New
Comerica Bank
83
Comerica Bank
Texas
$128K -$2.86K -324 -2%
VF
84
Virtu Financial
New York
$124K +$123K +13,948 New
HighTower Advisors
85
HighTower Advisors
Illinois
$121K +$1.19K +135 +1%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$120K -$147K -16,673 -55%
HF
87
HRT Financial
New York
$120K -$39.3K -4,461 -25%
LOPW
88
Live Oak Private Wealth
North Carolina
$117K – – –
NAS
89
NWF Advisory Services
California
$109K – – –
AHL
90
Abel Hall LLC
Louisiana
$107K +$106K +12,000 New
Creative Planning
91
Creative Planning
Kansas
$103K -$9.99K -1,134 -9%
WFAG
92
Worth Financial Advisory Group
North Carolina
$103K – – –
MWM
93
Modera Wealth Management
New Jersey
$100K +$99.6K +11,300 New
AWA
94
Arete Wealth Advisors
Illinois
$98.9K +$98.1K +11,135 New
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$97K +$96.7K +10,974 New
RJT
96
Raymond James Trust
Florida
$93.7K +$93K +10,551 New
IA
97
IFP Advisors
Florida
$63.4K -$14.1K -1,603 -18%
NS
98
NBC Securities
Alabama
$56K -$3.83K -434 -6%
SWM
99
Spire Wealth Management
Virginia
$53.2K +$203 +23 +0.4%
EWA
100
EverSource Wealth Advisors
Alabama
$52.9K +$344 +39 +0.7%
2 3
4
5 6

BCX Hedge Fund Activity: Q4 2023 in Review

129 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q4 2023, worth a combined $279M — up 5.6% from $264M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BCX positions and 16 closed out — a net gain of 4 holders — while 50 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.9M. The largest seller was Raymond James & Associates, cutting an estimated $3.77M.

  • 129 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q4 2023, up from 125 in Q3 2023.
  • Funds reported $279M of BlackRock Resources & Commodities Strategy Trust stock for Q4 2023, up 5.6% quarter-over-quarter.
  • 20 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q4 2023 and 16 closed out, a net change of +4 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q4 2023 was Morgan Stanley, an estimated $17.9M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q4 2023 was Raymond James & Associates, an estimated $3.77M sold.

Based on aggregated 13F filings for Q4 2023.