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BlackRock Resources & Commodities Strategy Trust
BCX

129 hedge funds and large institutions have $279M invested in BlackRock Resources & Commodities Strategy Trust in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 35

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

6% more capital invested

Capital invested by funds: $264M → $279M (+$14.9M)

3% more funds holding

Funds holding: 125 → 129 (+4)

3.1% more ownership

Funds ownership: 32.51% → 35.62% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
129
Holders Change
+4
Holders Change %
+3.2%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
50
Reduced
35
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$17.9M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$4.85M
3
SCM
Saba Capital Management
New York
+$4.5M
4
AA
AQR Arbitrage
Connecticut
+$2.26M
5
LCM
Landscape Capital Management
New Jersey
+$1.82M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$3.77M
2
WAM
Wolverine Asset Management
Illinois
-$3.33M
3
Wells Fargo
Wells Fargo
California
-$1.31M
4
KIM
Karpus Investment Management
New York
-$1.27M
5
Lazard Asset Management
Lazard Asset Management
New York
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
101
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$50.3K +$476 +54 +1%
AF
102
Allworth Financial
California
$28.9K – – –
FMTCOCP
103
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$27K – – –
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
TWM
105
Tradition Wealth Management
Minnesota
$22K +$22K +2,500 New
GRP
106
Global Retirement Partners
California
$22K +$20.7K +2,344 +1,190%
CHA
107
Carmichael Hill & Associates
Maryland
$20.8K – – –
FWM
108
Focused Wealth Management
New York
$17.8K – – –
GWM
109
Geneos Wealth Management
Colorado
$17.2K -$4.82K -547 -22%
ASN
110
Advisory Services Network
Georgia
$15.1K +$15K +1,700 New
SWA
111
SOA Wealth Advisors
New York
$14.9K +$335 +38 +2%
TCOV
112
Trust Company of Vermont
Vermont
$14.2K – – –
BFEC
113
Benjamin F. Edwards & Company
Missouri
$11K +$3.82K +433 +53%
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$8.88K – – –
US Bancorp
115
US Bancorp
Minnesota
$8.88K – – –
BCPWM
116
Bradley & Co Private Wealth Management
Florida
$7.53K – – –
FMII
117
Farmers & Merchants Investments Inc
Nebraska
$6.54K +$6.49K +736 New
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$4.44K – – –
ST
119
Smithfield Trust
Pennsylvania
$4K – – –
SIS
120
Sound Income Strategies
Florida
$3.66K – – –
GI
121
Gradient Investments
Minnesota
$3.36K +$3.33K +378 New
HCM
122
Highlander Capital Management
New Jersey
$2.66K – – –
ANBT
123
American National Bank & Trust
Texas
$2.02K +$2.01K +228 New
BWL
124
Bogart Wealth LLC
Virginia
$1.74K +$35 +4 +2%
HI
125
Hoey Investments
Pennsylvania
$1.11K – – –
2 3 4
5
6

BCX Hedge Fund Activity: Q4 2023 in Review

129 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q4 2023, worth a combined $279M — up 5.6% from $264M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BCX positions and 16 closed out — a net gain of 4 holders — while 50 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.9M. The largest seller was Raymond James & Associates, cutting an estimated $3.77M.

  • 129 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q4 2023, up from 125 in Q3 2023.
  • Funds reported $279M of BlackRock Resources & Commodities Strategy Trust stock for Q4 2023, up 5.6% quarter-over-quarter.
  • 20 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q4 2023 and 16 closed out, a net change of +4 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q4 2023 was Morgan Stanley, an estimated $17.9M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q4 2023 was Raymond James & Associates, an estimated $3.77M sold.

Based on aggregated 13F filings for Q4 2023.