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BlackRock Resources & Commodities Strategy Trust

123 hedge funds and large institutions have $263M invested in BlackRock Resources & Commodities Strategy Trust in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

2.86% less ownership

Funds ownership: 35.62%32.76% (-2.9%)

5% less funds holding

Funds holding: 129123 (-6)

6% less capital invested

Capital invested by funds: $279M → $263M (-$16.6M)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
123
Holders Change
-6
Holders Change %
-4.65%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
46
Reduced
39
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$25K +$3.05K +353 +14%
GRP
102
Global Retirement Partners
California
$23K -$60 -7 -0.3%
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$19K +$17.9K +2,078 New
SWA
104
SOA Wealth Advisors
New York
$15.5K +$259 +30 +2%
TCOV
105
Trust Company of Vermont
Vermont
$14.5K
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$9.08K
PFA
107
Pathway Financial Advisers
Indiana
$8.17K -$465K -53,874 -98%
BCPWM
108
Bradley & Co Private Wealth Management
Florida
$7.7K
GWM
109
Geneos Wealth Management
Colorado
$7.2K -$9.85K -1,140 -59%
CA
110
CoreCap Advisors
Michigan
$4.63K +$4.41K +510 New
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$4.54K
BFEC
112
Benjamin F. Edwards & Company
Missouri
$4K -$7.29K -844 -68%
ST
113
Smithfield Trust
Pennsylvania
$4K
SIS
114
Sound Income Strategies
Florida
$3.74K
HCM
115
Highlander Capital Management
New Jersey
$2.72K
TSMHT
116
Thurston Springer Miller Herd & Titak
Indiana
$2.22K +$2.12K +245 New
BWL
117
Bogart Wealth LLC
Virginia
$1.81K +$35 +4 +2%
PS
118
Principal Securities
Iowa
$1.54K +$1.47K +170 New
AssetMark Inc
119
AssetMark Inc
California
$1.34K +$1.28K +148 New
TRCT
120
Tower Research Capital (TRC)
New York
$817 +$708 +82 +1,025%
HWM
121
HighMark Wealth Management
Minnesota
$402 -$371 -43 -49%
HGERS
122
Householder Group Estate & Retirement Specialist
Arizona
$400
Fidelity Investments
123
Fidelity Investments
Massachusetts
$18
PCM
124
Penserra Capital Management
California
-$7.69M -866,520 Closed
PMAM
125
Penn Mutual Asset Management
Pennsylvania
-$4.31M -485,111 Closed

BCX Hedge Fund Activity: Q1 2024 in Review

123 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q1 2024, worth a combined $263M — down 6% from $279M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of BCX and 14 opened new positions — a net loss of 6 holders — while 39 trimmed existing stakes and 46 added.

The largest buyer was Saba Capital Management, adding an estimated $9.32M. The largest seller was Ameriprise, cutting an estimated $16.8M.

  • 123 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q1 2024, down from 129 in Q4 2023.
  • Funds reported $263M of BlackRock Resources & Commodities Strategy Trust stock for Q1 2024, down 6% quarter-over-quarter.
  • 14 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q1 2024 and 20 closed out, a net change of -6 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q1 2024 was Saba Capital Management, an estimated $9.32M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q1 2024 was Ameriprise, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2024.