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BlackRock Energy and Resources Trust
BGR

Overview Fund Activity

59 hedge funds and large institutions have $25.8M invested in BlackRock Energy and Resources Trust in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 16 closing their positions.

Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
11
Reduced
22
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$684K
2
SS
2
Simplicity Solutions
Minnesota
$408K
3
Walleye Capital
3
Walleye Capital
New York
$229K
4
Walleye Trading
4
Walleye Trading
New York
$122K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$105K

Top Sellers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$0
2
CAN
2
Cetera Advisor Networks
California
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$7.2M
4
AAM
4
Advisors Asset Management
Colorado
$1.75M
5
CA
5
Cornerstone Advisors
North Carolina
$341K
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$116K 18,386 +172 +0.9%
9WM
27
9258 Wealth Management
Ohio
$114K 16,651 -951 -5%
RJT
28
Raymond James Trust
Florida
$111K 17,623 – –
DIA
29
Dana Investment Advisors
Wisconsin
$105K 16,691 +2,166 +15%
Osaic Holdings
30
Osaic Holdings
Arizona
$105K 16,818 +16,818 New
MML Investors Services
31
MML Investors Services
Massachusetts
$100K 15,931 +15,931 New
LCM
32
Landscape Capital Management
New Jersey
$89K 14,104 -18,085 -56%
AP
33
Americana Partners
Texas
$88K 14,000 – –
WEC
34
Winslow Evans & Crocker
Massachusetts
$78K 12,344 -800 -6%
AA
35
AQR Arbitrage
Connecticut
$78K 12,334 +12,334 New
HighTower Advisors
36
HighTower Advisors
Illinois
$72K 11,350 +1,000 +10%
ECM
37
ExodusPoint Capital Management
New York
$72K 11,400 +11,400 New
Citadel Advisors
38
Citadel Advisors
Florida
$69K 10,946 +10,946 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$66K 10,545 -3,722 -26%
GIA
40
Gladstone Institutional Advisory
Florida
$65K 10,340 +10,340 New
CAN
41
Claraphi Advisory Network
United States
$37K 5,800 +5,800 New
GWM
42
Geneos Wealth Management
Colorado
$34K 5,809 – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$32K 5,039 +5,039 New
AIC
44
Ameritas Investment Company
Nebraska
$28K 4,431 +4,431 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$23K 3,623 -17,237 -83%
EIP
46
Ellis Investment Partners
Pennsylvania
$19K 3,168 +47 +2%
SPIA
47
Steward Partners Investment Advisory
New York
$17K 2,751 – –
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$16K 2,613 +2,613 New
GSWM
49
Golden State Wealth Management
California
$12K 1,830 +1,830 New
Citigroup
50
Citigroup
New York
$11K 1,697 +42 +3%
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