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BlackRock Resources & Commodities Strategy Trust

94 hedge funds and large institutions have $376M invested in BlackRock Resources & Commodities Strategy Trust in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

14% more capital invested

Capital invested by funds: $329M → $376M (+$47.1M)

4% more funds holding

Funds holding: 9094 (+4)

1.31% more ownership

Funds ownership: 37.93%39.23% (+1.3%)

Holders
94
Holders Change
+4
Holders Change %
+4.44%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
36
Reduced
26
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$86.5M +$5.62M +623,763 +8%
Lazard Asset Management
2
Lazard Asset Management
New York
$58M -$278K -30,800 -0.5%
1CP
3
1607 Capital Partners
Virginia
$55.8M -$814K -90,300 -2%
Morgan Stanley
4
Morgan Stanley
New York
$38.8M +$4.25M +471,112 +13%
Invesco
5
Invesco
Georgia
$14.4M +$397K +44,084 +3%
CA
6
Cornerstone Advisors
North Carolina
$12.6M -$1.09M -120,994 -9%
Ameriprise
7
Ameriprise
Minnesota
$11M +$171K +18,984 +2%
Bank of America
8
Bank of America
North Carolina
$10.5M +$247K +27,435 +3%
AAM
9
Advisors Asset Management
Colorado
$8.97M +$692K +76,827 +9%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.73M +$497K +55,123 +7%
OA
11
Oxbow Advisors
Texas
$4.29M -$15.1K -1,675 -0.4%
VSWA
12
Vontobel Swiss Wealth Advisors
Switzerland
$4.23M -$346K -38,408 -8%
GC
13
Guggenheim Capital
Illinois
$3.79M -$178K -19,771 -5%
PPA
14
Parametric Portfolio Associates
Washington
$3.63M +$229K +25,411 +7%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$3.08M +$32.3K +3,586 +1%
RA
16
Royce & Associates
New York
$2.83M +$270K +30,000 +12%
SWP
17
Stratos Wealth Partners
Ohio
$2.75M +$212K +23,481 +9%
UBS Group
18
UBS Group
Switzerland
$2.75M -$237K -26,291 -9%
AA
19
Advisory Alpha
Michigan
$2.25M +$92.6K +10,279 +5%
6M
20
6 Meridian
Kansas
$2.05M +$1.89M +209,965 New
MC
21
Matisse Capital
Oregon
$2.05M -$241K -26,700 -11%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.02M +$1.86M +206,361 New
RCM
23
Rivernorth Capital Management
Florida
$2.01M +$516K +57,277 +39%
RCM
24
RB Capital Management
Nevada
$1.96M +$125K +13,829 +7%
CIC
25
Canal Insurance Company
South Carolina
$1.95M

BCX Hedge Fund Activity: Q4 2017 in Review

94 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q4 2017, worth a combined $376M — up 14% from $329M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BCX positions and 8 closed out — a net gain of 4 holders — while 36 added to existing stakes and 26 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.62M. The largest seller was Penn Mutual Life Insurance, exiting entirely with an estimated $2.29M sold.

  • 94 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q4 2017, up from 90 in Q3 2017.
  • Funds reported $376M of BlackRock Resources & Commodities Strategy Trust stock for Q4 2017, up 14% quarter-over-quarter.
  • 12 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q4 2017 and 8 closed out, a net change of +4 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q4 2017 was Wells Fargo, an estimated $5.62M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q4 2017 was Penn Mutual Life Insurance, an estimated $2.29M sold.

Based on aggregated 13F filings for Q4 2017.