We are live on ! Find out more
BCX icon

BlackRock Resources & Commodities Strategy Trust

111 hedge funds and large institutions have $289M invested in BlackRock Resources & Commodities Strategy Trust in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $257M → $289M (+$32.3M)

0.9% less ownership

Funds ownership: 37.9%37% (-0.9%)

4% less funds holding

Funds holding: 116111 (-5)

19% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 43

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
111
Holders Change
-5
Holders Change %
-4.31%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
35
Reduced
43
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$63.7M +$2.17M +274,385 +4%
1CP
2
1607 Capital Partners
Virginia
$43.4M -$418K -52,900 -1%
Lazard Asset Management
3
Lazard Asset Management
New York
$35.5M -$1.47M -186,062 -4%
Morgan Stanley
4
Morgan Stanley
New York
$21M -$874K -110,672 -4%
Ameriprise
5
Ameriprise
Minnesota
$17.9M +$1.26M +159,555 +8%
Invesco
6
Invesco
Georgia
$14.3M +$942K +119,352 +7%
CA
7
Cornerstone Advisors
North Carolina
$10.6M +$2.35M +297,451 +30%
Bank of America
8
Bank of America
North Carolina
$8.99M -$361K -45,754 -4%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$7.06M -$573K -72,537 -8%
AAM
10
Advisors Asset Management
Colorado
$5.44M -$739K -93,634 -12%
RJA
11
Raymond James & Associates
Florida
$5.03M +$344K +43,511 +8%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.36M +$412K +52,156 +11%
CRC
13
Curi RMB Capital
Illinois
$3.81M -$1.56M -198,150 -30%
SWP
14
Stratos Wealth Partners
Ohio
$3.8M -$134K -17,014 -4%
UBS Group
15
UBS Group
Switzerland
$2.84M +$59.7K +7,566 +2%
1832 Asset Management
16
1832 Asset Management
Ontario, Canada
$2.26M +$43.1K +5,455 +2%
RCM
17
RB Capital Management
Nevada
$2.24M +$45.2K +5,727 +2%
FAIM
18
Financial Advocates Investment Management
Washington
$1.98M +$345K +43,664 +22%
LPL Financial
19
LPL Financial
California
$1.93M +$158K +19,978 +9%
CIC
20
Canal Insurance Company
South Carolina
$1.63M
RCM
21
Rivernorth Capital Management
Florida
$1.59M -$310K -39,299 -17%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.24M +$1.2M +151,762 New
6M
23
6 Meridian
Kansas
$1.21M +$206K +26,103 +21%
PAIM
24
Punch & Associates Investment Management
Minnesota
$1.15M -$10.3K -1,304 -0.9%
FTI
25
Fiduciary Trust International
Massachusetts
$1.04M

BCX Hedge Fund Activity: Q1 2019 in Review

111 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q1 2019, worth a combined $289M — up 13% from $257M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of BCX and 11 opened new positions — a net loss of 5 holders — while 43 trimmed existing stakes and 35 added.

The largest buyer was Cornerstone Advisors, adding an estimated $2.35M. The largest seller was Vontobel Swiss Wealth Advisors, cutting an estimated $2.77M.

  • 111 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q1 2019, down from 116 in Q4 2018.
  • Funds reported $289M of BlackRock Resources & Commodities Strategy Trust stock for Q1 2019, up 13% quarter-over-quarter.
  • 11 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q1 2019 and 16 closed out, a net change of -5 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q1 2019 was Cornerstone Advisors, an estimated $2.35M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q1 2019 was Vontobel Swiss Wealth Advisors, an estimated $2.77M sold.

Based on aggregated 13F filings for Q1 2019.