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BlackRock Resources & Commodities Strategy Trust
BCX

125 hedge funds and large institutions have $264M invested in BlackRock Resources & Commodities Strategy Trust in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

25% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 36

8% more funds holding

Funds holding: 116 → 125 (+9)

4% more capital invested

Capital invested by funds: $255M → $264M (+$9.07M)

0.66% more ownership

Funds ownership: 31.85% → 32.51% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
45
Reduced
36
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$7.56M
2
SCM
Saba Capital Management
New York
+$2.81M
3
Wells Fargo
Wells Fargo
California
+$2.02M
4
AA
AQR Arbitrage
Connecticut
+$1.77M
5
WAM
Wolverine Asset Management
Illinois
+$1.59M

Top Sellers

Rank Fund Capital Flow
1
COLIM
City of London Investment Management
United Kingdom
-$6.41M
2
Invesco
Invesco
Georgia
-$1.91M
3
AC
Almitas Capital
California
-$1.47M
4
UBS Group
UBS Group
Switzerland
-$1.3M
5
KIM
Karpus Investment Management
New York
-$1.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
101
Allworth Financial
California
$29.9K – – –
FMTCOCP
102
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$28K – – –
GWM
103
Geneos Wealth Management
Colorado
$22.8K – – –
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$22K -$1.09K -116 -5%
CHA
105
Carmichael Hill & Associates
Maryland
$21.6K – – –
EC
106
Elequin Capital
New York
$20.3K +$20.7K +2,206 New
FWM
107
Focused Wealth Management
New York
$18.4K – – –
SWA
108
SOA Wealth Advisors
New York
$15.1K – – –
TCOV
109
Trust Company of Vermont
Vermont
$14.7K – – –
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$9.21K – – –
US Bancorp
111
US Bancorp
Minnesota
$9.21K +$9.37K +1,000 New
BCPWM
112
Bradley & Co Private Wealth Management
Florida
$7.81K – – –
BFEC
113
Benjamin F. Edwards & Company
Missouri
$7K -$750 -80 -9%
WIM
114
Westside Investment Management
California
$5.99K – – –
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$4.61K -$18K -1,925 -79%
JP Morgan Chase
116
JP Morgan Chase
New York
$4.26K -$3.81K -407 -47%
ST
117
Smithfield Trust
Pennsylvania
$4K – – –
SIS
118
Sound Income Strategies
Florida
$3.79K – – –
HNB
119
Huntington National Bank
Ohio
$3.78K – – –
HCM
120
Highlander Capital Management
New Jersey
$3K +$2.81K +300 New
BWL
121
Bogart Wealth LLC
Virginia
$1.76K +$1.79K +191 New
GRP
122
Global Retirement Partners
California
$1.71K – – –
HI
123
Hoey Investments
Pennsylvania
$1.15K – – –
HWM
124
HighMark Wealth Management
Minnesota
$787 +$9 +1 +1%
DAM
125
Delta Asset Management
Tennessee
$92 +$94 +10 New
2 3 4
5
6

BCX Hedge Fund Activity: Q3 2023 in Review

125 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q3 2023, worth a combined $264M — up 3.6% from $255M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BCX positions and 9 closed out — a net gain of 11 holders — while 45 added to existing stakes and 36 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $7.56M. The largest seller was City of London Investment Management, cutting an estimated $6.41M.

  • 125 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q3 2023, up from 116 in Q2 2023.
  • Funds reported $264M of BlackRock Resources & Commodities Strategy Trust stock for Q3 2023, up 3.6% quarter-over-quarter.
  • 20 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q3 2023 and 9 closed out, a net change of +11 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q3 2023 was Penserra Capital Management, an estimated $7.56M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q3 2023 was City of London Investment Management, an estimated $6.41M sold.

Based on aggregated 13F filings for Q3 2023.