We are live on ! Find out more
BCX icon

BlackRock Resources & Commodities Strategy Trust

108 hedge funds and large institutions have $238M invested in BlackRock Resources & Commodities Strategy Trust in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 26

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

1% more funds holding

Funds holding: 107108 (+1)

1% less ownership

Funds ownership: 31.28%30.28% (-1%)

8% less capital invested

Capital invested by funds: $260M → $238M (-$21.9M)

Holders
108
Holders Change
+1
Holders Change %
+0.93%
% of All Funds
1.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
39
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$49.3M +$270K +29,513 +0.5%
Stifel Financial
2
Stifel Financial
Missouri
$23.9M +$3M +327,731 +14%
Lazard Asset Management
3
Lazard Asset Management
New York
$20.4M -$203K -22,182 -1%
PPA
4
Parametric Portfolio Associates
Washington
$18.1M +$5.31M +580,230 +40%
Morgan Stanley
5
Morgan Stanley
New York
$16M -$318K -34,790 -2%
Ameriprise
6
Ameriprise
Minnesota
$12.5M +$1.16M +126,374 +10%
Invesco
7
Invesco
Georgia
$11.2M +$924K +100,971 +9%
RJA
8
Raymond James & Associates
Florida
$10.4M -$14.8K -1,616 -0.1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.44M +$165K +17,985 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$6.43M +$650K +71,036 +11%
SWP
11
Stratos Wealth Partners
Ohio
$5.23M +$503K +54,930 +10%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.8M -$512K -55,980 -9%
1CP
13
1607 Capital Partners
Virginia
$4.54M -$2.99M -326,507 -39%
PAG
14
Private Advisor Group
New Jersey
$4.19M +$2.1M +229,242 +96%
Bank of America
15
Bank of America
North Carolina
$3.49M +$246K +26,851 +7%
LPL Financial
16
LPL Financial
California
$3.31M +$282K +30,798 +9%
4WM
17
44 Wealth Management
Oregon
$2.73M -$60.4K -6,600 -2%
SPIA
18
Steward Partners Investment Advisory
New York
$2.3M -$660K -72,103 -22%
PFS
19
Prospera Financial Services
Texas
$1.96M +$147K +16,035 +8%
CIC
20
Canal Insurance Company
South Carolina
$1.8M
HF
21
HRT Financial
New York
$1.74M +$1.79M +195,197 New
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$1.7M -$604K -66,010 -26%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$1.61M -$435K -47,508 -22%
PMAM
24
Penn Mutual Asset Management
Pennsylvania
$1.46M +$105K +11,441 +8%
UBS Group
25
UBS Group
Switzerland
$1.24M -$123K -13,433 -9%

BCX Hedge Fund Activity: Q3 2021 in Review

108 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q3 2021, worth a combined $238M — down 8.4% from $260M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BCX positions and 14 closed out — a net gain of 2 holders — while 39 added to existing stakes and 26 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $5.31M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $22.3M sold.

  • 108 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q3 2021, up from 107 in Q2 2021.
  • Funds reported $238M of BlackRock Resources & Commodities Strategy Trust stock for Q3 2021, down 8.4% quarter-over-quarter.
  • 16 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q3 2021 and 14 closed out, a net change of +2 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q3 2021 was Parametric Portfolio Associates, an estimated $5.31M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q3 2021 was Penserra Capital Management, an estimated $22.3M sold.

Based on aggregated 13F filings for Q3 2021.