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BlackRock Resources & Commodities Strategy Trust

129 hedge funds and large institutions have $279M invested in BlackRock Resources & Commodities Strategy Trust in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 50 increasing their positions, 35 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 35

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

6% more capital invested

Capital invested by funds: $264M → $279M (+$14.9M)

3% more funds holding

Funds holding: 125129 (+4)

3.1% more ownership

Funds ownership: 32.51%35.62% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
129
Holders Change
+4
Holders Change %
+3.2%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
50
Reduced
35
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$45.1M -$1.31M -148,284 -3%
Morgan Stanley
2
Morgan Stanley
New York
$40.2M +$17.9M +2,026,680 +81%
Ameriprise
3
Ameriprise
Minnesota
$22.6M +$928K +105,324 +4%
Lazard Asset Management
4
Lazard Asset Management
New York
$19.2M -$1.23M -139,949 -6%
SCM
5
Saba Capital Management
New York
$18.7M +$4.5M +510,961 +32%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$16.7M +$4.85M +550,047 +41%
Invesco
7
Invesco
Georgia
$10.2M +$581K +65,970 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$9.83M -$168K -19,066 -2%
PCM
9
Penserra Capital Management
California
$7.69M +$529K +59,971 +7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.08M -$248K -28,190 -3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.01M +$230K +26,149 +3%
SWP
12
Stratos Wealth Partners
Ohio
$6.13M +$194K +21,980 +3%
AA
13
AQR Arbitrage
Connecticut
$5.93M +$2.26M +255,884 +62%
Bank of America
14
Bank of America
North Carolina
$5.63M +$300K +33,982 +6%
LPL Financial
15
LPL Financial
California
$4.71M +$213K +24,123 +5%
PMAM
16
Penn Mutual Asset Management
Pennsylvania
$4.31M
RJA
17
Raymond James & Associates
Florida
$4.05M -$3.77M -427,599 -48%
Stifel Financial
18
Stifel Financial
Missouri
$2.85M +$118K +13,366 +4%
1WA
19
180 Wealth Advisors
Washington
$2.83M +$495K +56,160 +22%
PFS
20
Prospera Financial Services
Texas
$2.79M +$33.3K +3,780 +1%
LCM
21
Landscape Capital Management
New Jersey
$2.22M +$1.82M +206,086 +465%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.09M -$777K -88,179 -27%
CIC
23
Canal Insurance Company
South Carolina
$1.81M
WAM
24
Wolverine Asset Management
Illinois
$1.71M -$3.33M -377,300 -66%
IP
25
Intellectus Partners
California
$1.69M +$408K +46,270 +32%

BCX Hedge Fund Activity: Q4 2023 in Review

129 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Resources & Commodities Strategy Trust (BCX) for Q4 2023, worth a combined $279M — up 5.6% from $264M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BCX positions and 16 closed out — a net gain of 4 holders — while 50 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.9M. The largest seller was Raymond James & Associates, cutting an estimated $3.77M.

  • 129 institutional investors held BlackRock Resources & Commodities Strategy Trust (BCX) as of Q4 2023, up from 125 in Q3 2023.
  • Funds reported $279M of BlackRock Resources & Commodities Strategy Trust stock for Q4 2023, up 5.6% quarter-over-quarter.
  • 20 funds opened new BlackRock Resources & Commodities Strategy Trust positions in Q4 2023 and 16 closed out, a net change of +4 holders.
  • The largest BlackRock Resources & Commodities Strategy Trust buyer in Q4 2023 was Morgan Stanley, an estimated $17.9M added.
  • The largest BlackRock Resources & Commodities Strategy Trust seller in Q4 2023 was Raymond James & Associates, an estimated $3.77M sold.

Based on aggregated 13F filings for Q4 2023.