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BlackRock Resources & Commodities Strategy Trust
BCX

125 hedge funds and large institutions have $240M invested in BlackRock Resources & Commodities Strategy Trust in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 32 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 14

4% more funds holding

Funds holding: 120 → 125 (+5)

1.61% less ownership

Funds ownership: 35.78% → 34.18% (-1.6%)

16% less capital invested

Capital invested by funds: $285M → $240M (-$44.7M)

29% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 45

Holders
125
Holders Change
+5
Holders Change %
+4.17%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
32
Reduced
45
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$3.77M
2
RCM
Rivernorth Capital Management
Florida
+$1.75M
3
Creative Planning
Creative Planning
Kansas
+$1.02M
4
Wells Fargo
Wells Fargo
California
+$764K
5
1WA
180 Wealth Advisors
Washington
+$533K

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$4.29M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.89M
3
Morgan Stanley
Morgan Stanley
New York
-$2.67M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
-$2.65M
5
AA
AQR Arbitrage
Connecticut
-$2.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
76
San Luis Wealth Advisors
California
$122K +$1.03K +111 +0.8%
PRTG
77
Post Resch Tallon Group
New York
$120K +$128K +13,825 New
TKP
78
Tallon Kerry Patrick
$120K +$128K +13,825 New
SWM
79
Stockman Wealth Management
Montana
$116K – – –
CP
80
Creekside Partners
California
$115K +$2.33K +252 +2%
LOPW
81
Live Oak Private Wealth
North Carolina
$113K – – –
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$111K +$109K +11,721 New
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$109K +$118K +12,716 New
CL
84
CSS LLC
Illinois
$105K -$12.6K -1,365 -10%
UPS
85
UHLMANN PRICE SECURITIES
Illinois
$105K -$9.23K -996 -8%
AT
86
Arlington Trust
Alabama
$102K – – –
CW
87
CreativeOne Wealth
Kansas
$95.6K +$104K +11,193 New
SPC
88
Sigma Planning Corp
Michigan
$93.7K +$1.36K +147 +1%
WFAG
89
Worth Financial Advisory Group
North Carolina
$88.4K – – –
CL
90
Choreo LLC
Illinois
$87.7K -$1.04K -112 -1%
FFP
91
FourThought Financial Partners
Florida
$87.3K -$5.37K -580 -5%
SA
92
Strategic Advisors
New York
$85.4K – – –
EC
93
Elequin Capital
New York
$57.7K +$62.6K +6,754 New
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$31K -$3.97K -429 -11%
AF
95
Allworth Financial
California
$29.9K – – –
MCM
96
MAI Capital Management
Ohio
$29.9K +$32.4K +3,500 New
CW
97
Curio Wealth
Maryland
$28.3K +$30.7K +3,312 New
WSFS
98
Wilmington Savings Fund Society
Delaware
$27.9K -$3.35K -362 -10%
FMTCOCP
99
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K – – –
GRP
100
Global Retirement Partners
California
$19.8K – – –
2 3
4
5 6

BCX Hedge Fund Activity: Q4 2024 in Review

125 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q4 2024, worth a combined $240M — down 16% from $285M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BCX positions and 14 closed out — a net gain of 11 holders — while 32 added to existing stakes and 45 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.77M. The largest seller was International Assets Investment Management, cutting an estimated $4.29M.

  • 125 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q4 2024, up from 120 in Q3 2024.
  • Funds reported $240M of BlackRock Resources & Commodities Strategy Trust stock for Q4 2024, down 16% quarter-over-quarter.
  • 25 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q4 2024 and 14 closed out, a net change of +11 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q4 2024 was Sit Investment Associates, an estimated $3.77M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q4 2024 was International Assets Investment Management, an estimated $4.29M sold.

Based on aggregated 13F filings for Q4 2024.