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BlackRock Resources & Commodities Strategy Trust
BCX

108 hedge funds and large institutions have $320M invested in BlackRock Resources & Commodities Strategy Trust in 2018 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

7% more funds holding

Funds holding: 101 → 108 (+7)

0.14% less ownership

Funds ownership: 36.91% → 36.76% (-0.14%)

3% less capital invested

Capital invested by funds: $329M → $320M (-$9.06M)

Holders
108
Holders Change
+7
Holders Change %
+6.93%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
18
Increased
35
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Cornerstone Advisors
North Carolina
+$2.3M
2
CRC
Curi RMB Capital
Illinois
+$1.58M
3
RCM
Rivernorth Capital Management
Florida
+$1.53M
4
Invesco
Invesco
Georgia
+$1.35M
5
WAM
Wolverine Asset Management
Illinois
+$1.03M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$9.29M
2
RA
Royce & Associates
New York
-$1.37M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$1.24M
4
Wells Fargo
Wells Fargo
California
-$1.19M
5
UBS Group
UBS Group
Switzerland
-$804K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$68.3M -$1.19M -132,406 -2%
1CP
2
1607 Capital Partners
Virginia
$45.6M +$780K +86,800 +2%
Lazard Asset Management
3
Lazard Asset Management
New York
$42.3M -$9.29M -1,034,286 -18%
Morgan Stanley
4
Morgan Stanley
New York
$31.8M -$510K -56,746 -2%
Ameriprise
5
Ameriprise
Minnesota
$17.1M +$536K +59,644 +3%
Invesco
6
Invesco
Georgia
$14.8M +$1.35M +149,738 +10%
Bank of America
7
Bank of America
North Carolina
$9.58M +$501K +55,734 +6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.38M +$80.5K +8,954 +0.9%
AAM
9
Advisors Asset Management
Colorado
$7.73M -$732K -81,497 -9%
CA
10
Cornerstone Advisors
North Carolina
$5.7M +$2.3M +255,912 +69%
RJA
11
Raymond James & Associates
Florida
$4.9M +$385K +42,823 +9%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.45M +$998K +111,050 +29%
VSWA
13
Vontobel Swiss Wealth Advisors
Switzerland
$3.81M -$161K -17,955 -4%
UBS Group
14
UBS Group
Switzerland
$3.69M -$804K -89,440 -18%
SWP
15
Stratos Wealth Partners
Ohio
$3.46M +$676K +75,250 +25%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$2.47M +$27.8K +3,093 +1%
GC
17
Guggenheim Capital
Illinois
$2.26M -$522K -58,106 -19%
RCM
18
RB Capital Management
Nevada
$2.21M +$212K +23,637 +11%
AA
19
Advisory Alpha
Michigan
$2M +$148K +16,466 +7%
PMAM
20
Penn Mutual Asset Management
Pennsylvania
$1.91M +$1.89M +210,600 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.84M +$213K +23,652 +13%
CIC
22
Canal Insurance Company
South Carolina
$1.81M – – –
LPL Financial
23
LPL Financial
California
$1.79M +$1.02M +113,176 +134%
CRC
24
Curi RMB Capital
Illinois
$1.59M +$1.58M +175,297 New
RCM
25
Rivernorth Capital Management
Florida
$1.54M +$1.53M +169,925 New
1
2 3 4 5

BCX Hedge Fund Activity: Q3 2018 in Review

108 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q3 2018, worth a combined $320M — down 2.8% from $329M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BCX positions and 10 closed out — a net gain of 8 holders — while 35 added to existing stakes and 31 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $2.3M. The largest seller was Lazard Asset Management, cutting an estimated $9.29M.

  • 108 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q3 2018, up from 101 in Q2 2018.
  • Funds reported $320M of BlackRock Resources & Commodities Strategy Trust stock for Q3 2018, down 2.8% quarter-over-quarter.
  • 18 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q3 2018 and 10 closed out, a net change of +8 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q3 2018 was Cornerstone Advisors, an estimated $2.3M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q3 2018 was Lazard Asset Management, an estimated $9.29M sold.

Based on aggregated 13F filings for Q3 2018.