BGR icon

BlackRock Energy and Resources Trust
BGR

Overview Fund Activity

74 hedge funds and large institutions have $76.5M invested in BlackRock Energy and Resources Trust in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
74
Holders Change
–
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$14.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.8M
3
KIM
3
Karpus Investment Management
New York
$3.67M
4
DADC
4
D.A. Davidson & Co
Montana
$512K
5
AA
5
AQR Arbitrage
Connecticut
$733K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$1.51M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.53M
3
Ameriprise
3
Ameriprise
Minnesota
$223K
4
AWS
4
Atria Wealth Solutions
New York
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.77M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$372K 33,862 -254 -0.7%
AWM
27
Apollon Wealth Management
South Carolina
$369K 33,677 +7,745 +30%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$367K 33,437 -587 -2%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$357K 32,587 – –
ASFA
30
All Season Financial Advisors
Colorado
$349K 31,777 -8,430 -21%
NFG
31
Nations Financial Group
Iowa
$318K 28,998 -214 -0.7%
LCM
32
Landscape Capital Management
New Jersey
$317K 28,916 -22,229 -43%
WE
33
Wealth Effects
Massachusetts
$279K 25,401 – –
NCM
34
Northside Capital Management
Oregon
$267K 24,299 – –
SKK
35
Shepherd Kaplan Krochuk
Massachusetts
$252K 23,010 +1,500 +7%
CI
36
Conning Inc
Connecticut
$238K 21,704 +232 +1%
Ameriprise
37
Ameriprise
Minnesota
$223K 20,358 -129,594 -86%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$210K 19,100 -5,111 -21%
BRWA
39
B. Riley Wealth Advisors
Florida
$201K 18,296 +5,487 +43%
MML Investors Services
40
MML Investors Services
Massachusetts
$198K 18,010 -1,695 -9%
LNWWM
41
Laird Norton Wetherby Wealth Management
California
$184K 16,748 +16,748 New
CF
42
Centaurus Financial
California
$183K 16,700 +56 +0.3%
BWA
43
BDO Wealth Advisors
Florida
$180K 16,418 – –
HighTower Advisors
44
HighTower Advisors
Illinois
$155K 14,249 -2,635 -16%
9WM
45
9258 Wealth Management
Ohio
$150K 13,636 -111 -0.8%
MC
46
Moors & Cabot
Massachusetts
$149K 13,583 – –
SFG
47
StrategIQ Financial Group
Indiana
$145K 13,200 -200 -1%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$143K 13,061 +6,085 +87%
GIA
49
Gladstone Institutional Advisory
Florida
$127K 11,620 -1,987 -15%
GWM
50
Geneos Wealth Management
Colorado
$124K 11,297 -1,447 -11%
1
2
3 4