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BlackRock Resources & Commodities Strategy Trust

123 hedge funds and large institutions have $263M invested in BlackRock Resources & Commodities Strategy Trust in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

2.86% less ownership

Funds ownership: 35.62%32.76% (-2.9%)

5% less funds holding

Funds holding: 129123 (-6)

6% less capital invested

Capital invested by funds: $279M → $263M (-$16.6M)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
123
Holders Change
-6
Holders Change %
-4.65%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
46
Reduced
39
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
76
Kestra Private Wealth Services
Texas
$144K
TSWM
77
Tyler-Stone Wealth Management
Ohio
$141K -$34.2K -3,956 -20%
SWM
78
Stockman Wealth Management
Montana
$136K
VR
79
Valued Retirements
Texas
$134K -$38.1K -4,415 -23%
DADC
80
D.A. Davidson & Co
Montana
$133K -$593K -68,702 -82%
LOPW
81
Live Oak Private Wealth
North Carolina
$120K
MWM
82
Modera Wealth Management
New Jersey
$118K +$15.1K +1,750 +15%
CAN
83
Cetera Advisor Networks
California
$117K -$42.5K -4,919 -28%
AHL
84
Abel Hall LLC
Louisiana
$109K
Creative Planning
85
Creative Planning
Kansas
$106K +$397 +46 +0.4%
HighTower Advisors
86
HighTower Advisors
Illinois
$105K -$16.4K -1,900 -14%
WFAG
87
Worth Financial Advisory Group
North Carolina
$105K
CA
88
Cetera Advisors
Colorado
$100K +$95.4K +11,050 New
AAS
89
Avantax Advisory Services
Texas
$98.9K -$61.8K -7,150 -40%
BCA
90
Bay Colony Advisors
Massachusetts
$93.8K -$142K -16,478 -61%
HIC
91
Hartline Investment Corp
Illinois
$93.8K +$89.2K +10,327 New
IA
92
IFP Advisors
Florida
$64.8K
NS
93
NBC Securities
Alabama
$57K +$190 +22 +0.3%
EWA
94
EverSource Wealth Advisors
Alabama
$54.8K
JFGIW
95
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51.9K +$501 +58 +1%
SWM
96
Spire Wealth Management
Virginia
$51.7K -$5.2K -602 -10%
HI
97
Harbour Investments
Wisconsin
$44.4K -$122K -14,137 -74%
CHA
98
Carmichael Hill & Associates
Maryland
$33.1K +$11.2K +1,300 +55%
AF
99
Allworth Financial
California
$29.5K
FMTCOCP
100
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$27K

BCX Hedge Fund Activity: Q1 2024 in Review

123 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q1 2024, worth a combined $263M — down 6% from $279M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BCX and 14 opened new positions — a net loss of 6 holders — while 39 trimmed existing stakes and 46 added.

The largest buyer was Saba Capital Management, adding an estimated $9.32M. The largest seller was Ameriprise, cutting an estimated $16.8M.

  • 123 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q1 2024, down from 129 in Q4 2023.
  • Funds reported $263M of BlackRock Resources & Commodities Strategy Trust stock for Q1 2024, down 6% quarter-over-quarter.
  • 14 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q1 2024 and 20 closed out, a net change of -6 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q1 2024 was Saba Capital Management, an estimated $9.32M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q1 2024 was Ameriprise, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2024.