We are live on ! Find out more
BCX icon

BlackRock Resources & Commodities Strategy Trust
BCX

93 hedge funds and large institutions have $301M invested in BlackRock Resources & Commodities Strategy Trust in 2016 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

50% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 22

9% more funds holding

Funds holding: 85 → 93 (+8)

8% more capital invested

Capital invested by funds: $279M → $301M (+$22.7M)

2.27% more ownership

Funds ownership: 34.54% → 36.81% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
93
Holders Change
+8
Holders Change %
+9.41%
% of All Funds
2.33%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
18
Increased
33
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$5.68M
2
RA
Royce & Associates
New York
+$4.24M
3
Wells Fargo
Wells Fargo
California
+$3.6M
4
Lazard Asset Management
Lazard Asset Management
New York
+$3.23M
5
GC
Guggenheim Capital
Illinois
+$1.79M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$2.72M
2
COLIM
City of London Investment Management
United Kingdom
-$2.04M
3
Morgan Stanley
Morgan Stanley
New York
-$1.81M
4
PAIM
Punch & Associates Investment Management
Minnesota
-$1.54M
5
MC
Matisse Capital
Oregon
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$64.4M +$3.6M +445,737 +6%
1CP
2
1607 Capital Partners
Virginia
$50.9M -$654K -81,003 -1%
Lazard Asset Management
3
Lazard Asset Management
New York
$42M +$3.23M +400,299 +9%
Morgan Stanley
4
Morgan Stanley
New York
$23.5M -$1.81M -224,280 -7%
CA
5
Cornerstone Advisors
North Carolina
$12.5M -$150K -18,623 -1%
1832 Asset Management
6
1832 Asset Management
Ontario, Canada
$11.4M +$5.68M +703,734 +101%
Invesco
7
Invesco
Georgia
$10.9M -$521K -64,625 -5%
Bank of America
8
Bank of America
North Carolina
$10.4M +$361K +44,704 +4%
KAM
9
Knightsbridge Asset Management
California
$6.9M +$49K +6,074 +0.7%
MC
10
Matisse Capital
Oregon
$4.82M -$1.34M -165,681 -22%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.82M +$538K +66,669 +13%
VSWA
12
Vontobel Swiss Wealth Advisors
Switzerland
$4.54M +$922K +114,273 +26%
PMLI
13
Penn Mutual Life Insurance
Pennsylvania
$4.35M +$1.32M +163,000 +45%
RA
14
Royce & Associates
New York
$4.34M +$4.24M +525,100 New
OA
15
Oxbow Advisors
Texas
$3.81M -$14.1K -1,745 -0.4%
GC
16
Guggenheim Capital
Illinois
$3.75M +$1.79M +221,686 +96%
AAM
17
Advisors Asset Management
Colorado
$2.75M +$864K +107,061 +47%
JIR
18
James Investment Research
Ohio
$2.2M +$184K +22,835 +9%
UBS Group
19
UBS Group
Switzerland
$2M +$50.3K +6,228 +3%
Stifel Financial
20
Stifel Financial
Missouri
$1.84M +$20.4K +2,530 +1%
AA
21
AQR Arbitrage
Connecticut
$1.75M -$693K -85,887 -29%
CIC
22
Canal Insurance Company
South Carolina
$1.65M +$461K +57,137 +40%
RCM
23
Rivernorth Capital Management
Florida
$1.56M +$1.29M +159,631 +554%
RJA
24
Raymond James & Associates
Florida
$1.35M +$102K +12,659 +8%
SWP
25
Stratos Wealth Partners
Ohio
$1.32M +$104K +12,892 +9%
1
2 3 4 5

BCX Hedge Fund Activity: Q4 2016 in Review

93 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q4 2016, worth a combined $301M — up 8.1% from $279M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BCX positions and 9 closed out — a net gain of 9 holders — while 33 added to existing stakes and 22 trimmed.

The largest buyer was 1832 Asset Management, adding an estimated $5.68M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $2.72M sold.

  • 93 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q4 2016, up from 85 in Q3 2016.
  • Funds reported $301M of BlackRock Resources & Commodities Strategy Trust stock for Q4 2016, up 8.1% quarter-over-quarter.
  • 18 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q4 2016 and 9 closed out, a net change of +9 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q4 2016 was 1832 Asset Management, an estimated $5.68M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q4 2016 was Bank of Nova Scotia, an estimated $2.72M sold.

Based on aggregated 13F filings for Q4 2016.