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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
BFEC
101
Benjamin F. Edwards & Company
Missouri
$14K – – –
SWA
102
SOA Wealth Advisors
New York
$14K – – –
TCOV
103
Trust Company of Vermont
Vermont
$14K +$17K +1,600 New
WOC
104
West Oak Capital
California
$11K – – –
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$11K +$2.12K +200 +20%
HDIM
106
Hanson & Doremus Investment Management
Vermont
$10K – – –
HFA
107
HC Financial Advisors
California
$10K +$42 +4 +0.4%
BCPWM
108
Bradley & Co Private Wealth Management
Florida
$8K +$8.98K +848 New
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$8K +$9.63K +909 New
HNB
110
Huntington National Bank
Ohio
$4K – – –
ST
111
Smithfield Trust
Pennsylvania
$4K – – –
SIS
112
Sound Income Strategies
Florida
$4K – – –
GRP
113
Global Retirement Partners
California
$2K – – –
HWM
114
HighMark Wealth Management
Minnesota
$1K -$392 -37 -19%
JP Morgan Chase
115
JP Morgan Chase
New York
$1K +$1.29K +122 New
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$547 -$72.7K -6,860 -11%
WIM
117
Westside Investment Management
California
$5 – – –
Mercer Global Advisors
118
Mercer Global Advisors
Colorado
– -$517K -46,825 Closed
KA
119
Kovack Advisors
Florida
– -$323K -29,325 Closed
MIAN
120
Mariner Independent Advisor Network
Kansas
– -$312K -27,569 Closed
LCM
121
Leisure Capital Management
California
– -$221K -20,000 Closed
SKK
122
Shepherd Kaplan Krochuk
Massachusetts
– -$208K -18,840 Closed
NFG
123
Norris Financial Group
South Carolina
– -$203K -18,400 Closed
WI
124
Wintrust Investments
Illinois
– -$203K -18,382 Closed
ECM
125
ExodusPoint Capital Management
New York
– -$183K -16,620 Closed
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.