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BlackRock Resources & Commodities Strategy Trust

127 hedge funds and large institutions have $289M invested in BlackRock Resources & Commodities Strategy Trust in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 39 increasing their positions, 37 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

18% more capital invested

Capital invested by funds: $244M → $289M (+$44.7M)

6% more funds holding

Funds holding: 120127 (+7)

5% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 37

0.96% more ownership

Funds ownership: 31.83%32.79% (+0.96%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
127
Holders Change
+7
Holders Change %
+5.83%
% of All Funds
2.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
39
Reduced
37
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$49.8M -$2.98M -313,638 -6%
Morgan Stanley
2
Morgan Stanley
New York
$24.9M -$3.75M -394,976 -14%
Lazard Asset Management
3
Lazard Asset Management
New York
$23.1M
Ameriprise
4
Ameriprise
Minnesota
$19M -$1.16M -121,909 -6%
COLIM
5
City of London Investment Management
United Kingdom
$18.3M +$3.41M +358,710 +24%
Invesco
6
Invesco
Georgia
$13.5M +$148K +15,595 +1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$11M +$234K +24,618 +2%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$10.8M +$7.9M +831,978 +331%
Stifel Financial
9
Stifel Financial
Missouri
$9.79M -$8.46M -890,727 -48%
RJA
10
Raymond James & Associates
Florida
$9.78M -$1.71M -180,482 -16%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.85M -$203K -21,377 -2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$7.14M +$582K +61,268 +9%
Bank of America
13
Bank of America
North Carolina
$6.9M +$923K +97,155 +16%
SWP
14
Stratos Wealth Partners
Ohio
$6.43M +$104K +10,904 +2%
PMAM
15
Penn Mutual Asset Management
Pennsylvania
$5.79M
LPL Financial
16
LPL Financial
California
$5.48M +$89.7K +9,448 +2%
WAM
17
Wolverine Asset Management
Illinois
$4.82M +$1.08M +113,874 +31%
PFS
18
Prospera Financial Services
Texas
$4.09M +$93.7K +9,870 +2%
KIM
19
Karpus Investment Management
New York
$2.73M +$2.6M +273,847 New
SCM
20
Saba Capital Management
New York
$2.55M +$2.43M +255,545 New
4WM
21
44 Wealth Management
Oregon
$2.41M -$37.1K -3,910 -2%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.17M +$234K +24,634 +13%
CIC
23
Canal Insurance Company
South Carolina
$2.02M +$9.4K +990 +0.5%
UBS Group
24
UBS Group
Switzerland
$1.97M +$660K +69,504 +54%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$1.95M -$91.6K -9,641 -5%

BCX Hedge Fund Activity: Q4 2022 in Review

127 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q4 2022, worth a combined $289M — up 18% from $244M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BCX positions and 15 closed out — a net gain of 9 holders — while 39 added to existing stakes and 37 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $7.9M. The largest seller was Stifel Financial, cutting an estimated $8.46M.

  • 127 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q4 2022, up from 120 in Q3 2022.
  • Funds reported $289M of BlackRock Resources & Commodities Strategy Trust stock for Q4 2022, up 18% quarter-over-quarter.
  • 24 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q4 2022 and 15 closed out, a net change of +9 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q4 2022 was Allspring Global Investments, an estimated $7.9M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q4 2022 was Stifel Financial, an estimated $8.46M sold.

Based on aggregated 13F filings for Q4 2022.