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BlackRock Energy and Resources Trust
BGR

Overview Fund Activity

75 hedge funds and large institutions have $74.5M invested in BlackRock Energy and Resources Trust in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$16.3M
2
WAM
2
Wolverine Asset Management
Illinois
$2.5M
3
AWS
3
Atria Wealth Solutions
New York
$921K
4
1CP
4
1607 Capital Partners
Virginia
$449K
5
Bank of America
5
Bank of America
North Carolina
$1.87M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$216K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.04M
3
AAM
3
Advisors Asset Management
Colorado
$4.81M
4
LSC
4
Logan Stone Capital
Illinois
$115K
5
ASFA
5
All Season Financial Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$371K 34,371 -3,542 -9%
LCM
27
Landscape Capital Management
New Jersey
$360K 33,424 +4,508 +16%
Osaic Holdings
28
Osaic Holdings
Arizona
$357K 33,037 -825 -2%
NFG
29
Nations Financial Group
Iowa
$320K 29,717 +719 +2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$310K 28,793 -20,508 -42%
CA
31
Cetera Advisors
Colorado
$303K 28,070 +28,070 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$293K 27,183 -6,254 -19%
WE
33
Wealth Effects
Massachusetts
$274K 25,401 – –
NCM
34
Northside Capital Management
Oregon
$262K 24,299 – –
CI
35
Conning Inc
Connecticut
$237K 21,990 +286 +1%
KIM
36
Karpus Investment Management
New York
$216K 20,000 -314,577 -94%
MML Investors Services
37
MML Investors Services
Massachusetts
$211K 19,564 +1,554 +9%
Ameriprise
38
Ameriprise
Minnesota
$205K 19,006 -1,352 -7%
BWA
39
BDO Wealth Advisors
Florida
$177K 16,418 – –
CF
40
Centaurus Financial
California
$165K 15,272 -1,428 -9%
LNWWM
41
Laird Norton Wetherby Wealth Management
California
$162K 15,056 -1,692 -10%
MC
42
Moors & Cabot
Massachusetts
$146K 13,583 – –
9WM
43
9258 Wealth Management
Ohio
$144K 13,403 -233 -2%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$136K 12,587 -20,000 -61%
Mariner
45
Mariner
Kansas
$135K 12,529 +12,529 New
BRWA
46
B. Riley Wealth Advisors
Florida
$132K 12,233 -6,063 -33%
SFG
47
StrategIQ Financial Group
Indiana
$132K 12,200 -1,000 -8%
PAG
48
Private Advisor Group
New Jersey
$118K 10,924 +1 +0%
SWM
49
SeaCrest Wealth Management
New York
$116K 10,800 -150 -1%
LSC
50
Logan Stone Capital
Illinois
$115K 10,634 -43,107 -80%
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