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BlackRock Energy and Resources Trust
BGR

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.

New
Increased
Maintained
Reduced
Closed

20.44% more ownership

Funds ownership: 0% → 20.44% (+20%)

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

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$1.05M +$1.07M +41,917 New
SFS
27
Shaker Financial Services
Virginia
$944K +$964K +37,708 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$941K +$961K +37,584 New
TC
29
TFS Capital
Pennsylvania
$883K +$902K +35,296 New
First Trust Advisors
30
First Trust Advisors
Illinois
$726K +$742K +29,022 New
DA
31
Doliver Advisors
Texas
$651K +$665K +25,993 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$542K +$554K +21,672 New
AQR Capital Management
33
AQR Capital Management
Connecticut
$527K +$538K +21,035 New
GEM
34
Global Endowment Management
North Carolina
$476K +$486K +19,000 New
KCG
35
Knight Capital Group
$396K +$405K +15,840 New
RJT
36
Raymond James Trust
Florida
$379K +$387K +15,130 New
FAM
37
Forty4 Asset Management
Illinois
$365K +$373K +14,599 New
SNC
38
Stifel Nicolaus & Co
Missouri
$362K +$370K +14,465 New
HighTower Advisors
39
HighTower Advisors
Illinois
$293K +$299K +11,706 New
Ameriprise
40
Ameriprise
Minnesota
$265K +$271K +10,589 New
TJHA
41
Thomas J. Herzfeld Advisors
Florida
$178K +$182K +7,100 New
EWM
42
Edge Wealth Management
New York
$164K +$166K +6,500 New
BRWA
43
B. Riley Wealth Advisors
Florida
$148K +$151K +5,900 New
WA
44
WFG Advisors
Texas
$95K +$96.8K +3,784 New
FHC
45
First Horizon Corporation
Tennessee
$65K +$66.5K +2,600 New
AIG
46
American International Group
New York
$59.2K +$60.5K +2,366 New
MFS
47
MSI Financial Services
Massachusetts
$56K +$56.7K +2,218 New
Citigroup
48
Citigroup
New York
$48K +$49K +1,917 New
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$45K +$46.1K +1,803 New
Creative Planning
50
Creative Planning
Kansas
$29K +$29.7K +1,162 New
1
2
3

BGR Hedge Fund Activity: Q2 2013 in Review

58 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in BlackRock Energy and Resources Trust (BGR) for Q2 2013, worth a combined $153M.

Buyers outnumbered sellers: 58 funds opened new BGR positions and 0 closed out — a net gain of 58 holders — while 0 added to existing stakes and 0 trimmed.

  • 58 institutional investors held BlackRock Energy and Resources Trust (BGR) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $153M of BlackRock Energy and Resources Trust stock for Q2 2013.
  • 58 funds opened new BlackRock Energy and Resources Trust positions in Q2 2013 and 0 closed out, a net change of +58 holders.

Based on aggregated 13F filings for Q2 2013.