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BlackRock Energy and Resources Trust
BGR

Overview Fund Activity

58 hedge funds and large institutions have $153M invested in BlackRock Energy and Resources Trust in 2013 Q2 according to their latest regulatory filings, with 58 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
58
Holders Change
+58
Holders Change %
–
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
58
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$21M
2
Invesco
2
Invesco
Georgia
$17.5M
3
BG
3
BlackRock Group
United Kingdom
$13.5M
4
GC
4
Guggenheim Capital
Illinois
$10M
5
Bank of America
5
Bank of America
North Carolina
$9.64M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.05M 41,917 +41,917 New
SFS
27
Shaker Financial Services
Virginia
$944K 37,708 +37,708 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$941K 37,584 +37,584 New
TC
29
TFS Capital
Pennsylvania
$883K 35,296 +35,296 New
First Trust Advisors
30
First Trust Advisors
Illinois
$726K 29,022 +29,022 New
DA
31
Doliver Advisors
Texas
$651K 25,993 +25,993 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$542K 21,672 +21,672 New
AQR Capital Management
33
AQR Capital Management
Connecticut
$527K 21,035 +21,035 New
GEM
34
Global Endowment Management
North Carolina
$476K 19,000 +19,000 New
KCG
35
Knight Capital Group
$396K 15,840 +15,840 New
RJT
36
Raymond James Trust
Florida
$379K 15,130 +15,130 New
FAM
37
Forty4 Asset Management
Illinois
$365K 14,599 +14,599 New
SNC
38
Stifel Nicolaus & Co
Missouri
$362K 14,465 +14,465 New
HighTower Advisors
39
HighTower Advisors
Illinois
$293K 11,706 +11,706 New
Ameriprise
40
Ameriprise
Minnesota
$265K 10,589 +10,589 New
TJHA
41
Thomas J. Herzfeld Advisors
Florida
$178K 7,100 +7,100 New
EWM
42
Edge Wealth Management
New York
$164K 6,500 +6,500 New
BRWA
43
B. Riley Wealth Advisors
Florida
$148K 5,900 +5,900 New
WA
44
WFG Advisors
Texas
$95K 3,784 +3,784 New
FHC
45
First Horizon Corporation
Tennessee
$65K 2,600 +2,600 New
AIG
46
American International Group
New York
$59.2K 2,366 +2,366 New
MFS
47
MSI Financial Services
Massachusetts
$56K 2,218 +2,218 New
Citigroup
48
Citigroup
New York
$48K 1,917 +1,917 New
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$45K 1,803 +1,803 New
Creative Planning
50
Creative Planning
Kansas
$29K 1,162 +1,162 New
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