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BlackRock Resources & Commodities Strategy Trust

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: 125129 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
126
HighMark Wealth Management
Minnesota
$772 +$18 +2 +2%
TRCT
127
Tower Research Capital (TRC)
New York
$71 +$71 +8 New
Fidelity Investments
128
Fidelity Investments
Massachusetts
$18 +$9 +1 +100%
KIM
129
Karpus Investment Management
New York
-$1.27M -137,510 Closed
EP
130
Eudaimonia Partners
Tennessee
-$561K -60,906 Closed
ASFA
131
All Season Financial Advisors
Colorado
-$538K -58,362 Closed
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
-$235K -25,511 Closed
SPC
133
Sigma Planning Corp
Michigan
-$229K -24,909 Closed
BPA
134
Beacon Pointe Advisors
California
-$158K -17,120 Closed
FW
135
FirstPurpose Wealth
Utah
-$115K -12,500 Closed
Goldman Sachs
136
Goldman Sachs
New York
-$107K -11,621 Closed
Citadel Advisors
137
Citadel Advisors
Florida
-$97.8K -10,620 Closed
LFAS
138
Level Four Advisory Services
Texas
-$97.3K -10,566 Closed
SSG
139
Summit Securities Group
New York
-$52K -5,653 Closed
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
-$40.9K -4,445 Closed
EC
141
Elequin Capital
New York
-$20.3K -2,206 Closed
WIM
142
Westside Investment Management
California
-$5.99K -650 Closed
JP Morgan Chase
143
JP Morgan Chase
New York
-$4.26K -463 Closed
DAM
144
Delta Asset Management
Tennessee
-$92 -10 Closed
HGERS
145
Householder Group Estate & Retirement Specialist
Arizona
+$388 +44 New

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.