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BlackRock Resources & Commodities Strategy Trust
BCX

108 hedge funds and large institutions have $320M invested in BlackRock Resources & Commodities Strategy Trust in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

7% more funds holding

Funds holding: 101 → 108 (+7)

0.14% less ownership

Funds ownership: 36.91% → 36.76% (-0.14%)

3% less capital invested

Capital invested by funds: $329M → $320M (-$9.06M)

Holders
108
Holders Change
+7
Holders Change %
+6.93%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
35
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Cornerstone Advisors
North Carolina
+$2.3M
2
CRC
Curi RMB Capital
Illinois
+$1.58M
3
RCM
Rivernorth Capital Management
Florida
+$1.53M
4
Invesco
Invesco
Georgia
+$1.35M
5
WAM
Wolverine Asset Management
Illinois
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$9.29M
2
RA
Royce & Associates
New York
-$1.37M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$1.24M
4
Wells Fargo
Wells Fargo
California
-$1.19M
5
UBS Group
UBS Group
Switzerland
-$804K
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
101
Flagship Harbor Advisors
Massachusetts
$4K -$1.55K -172 -31%
HCM
102
Highlander Capital Management
New Jersey
$4K – – –
JCM
103
Jacobi Capital Management
Pennsylvania
$4K +$63 +7 +2%
KL
104
KWMG LLC
Kansas
$3K – – –
DAM
105
Delta Asset Management
Tennessee
$1K -$6.51K -725 -90%
ASN
106
Advisory Services Network
Georgia
$1K +$854 +95 New
VFA
107
Valeo Financial Advisors
Indiana
$1K +$926 +103 New
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
– -$390K -41,939 Closed
Millennium Management
109
Millennium Management
New York
– -$360K -38,698 Closed
MML Investors Services
110
MML Investors Services
Massachusetts
– -$218K -23,436 Closed
LNC
111
Lincoln National Corp
Pennsylvania
– -$201K -21,636 Closed
VF
112
Virtu Financial
New York
– -$104K -11,161 Closed
SPC
113
Sigma Planning Corp
Michigan
– -$94K -10,169 Closed
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$25K -2,706 Closed
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
– -$16K -1,680 Closed
DSN
116
D. Scott Neal
Kentucky
– -$11K -1,134 Closed
CF
117
Centaurus Financial
California
– -$9K -1,000 Closed
Fidelity Investments
118
Fidelity Investments
Massachusetts
– +$9 +1 New
M
119
MOTCO
Texas
– +$27 +3 New
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
– +$306 +34 New
1 2 3 4
5

BCX Hedge Fund Activity: Q3 2018 in Review

108 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q3 2018, worth a combined $320M — down 2.8% from $329M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BCX positions and 10 closed out — a net gain of 8 holders — while 35 added to existing stakes and 31 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $2.3M. The largest seller was Lazard Asset Management, cutting an estimated $9.29M.

  • 108 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q3 2018, up from 101 in Q2 2018.
  • Funds reported $320M of BlackRock Resources & Commodities Strategy Trust stock for Q3 2018, down 2.8% quarter-over-quarter.
  • 18 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q3 2018 and 10 closed out, a net change of +8 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q3 2018 was Cornerstone Advisors, an estimated $2.3M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q3 2018 was Lazard Asset Management, an estimated $9.29M sold.

Based on aggregated 13F filings for Q3 2018.