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BlackRock Energy and Resources Trust
BGR

Overview Fund Activity

69 hedge funds and large institutions have $77.8M invested in BlackRock Energy and Resources Trust in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
21
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$1.74M
2
CRC
2
Curi RMB Capital
Illinois
$2.18M
3
WAM
3
Wolverine Asset Management
Illinois
$3.83M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.9M
5
UBS Group
5
UBS Group
Switzerland
$2.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.5M
2
HI
2
HBK Investments
Texas
$568K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.53M
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
AAM
5
Advisors Asset Management
Colorado
$8.52M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
51
IFP Advisors
Florida
$78K 6,469 -8,959 -58%
GWM
52
Geneos Wealth Management
Colorado
$70K 5,809 -1,185 -17%
BBPWM
53
Blue Bell Private Wealth Management
Pennsylvania
$27K 2,257 – –
AF
54
Advisornet Financial
Minnesota
$24K 2,000 -9,400 -82%
GSWM
55
Golden State Wealth Management
California
$22K 1,830 +1,830 New
RBC
56
Roble Belko & Company
Pennsylvania
$18K 1,447 -1,200 -45%
CFN
57
Cordasco Financial Network
Florida
$16K 1,282 – –
US Bancorp
58
US Bancorp
Minnesota
$11K 921 – –
JCM
59
Jacobi Capital Management
Pennsylvania
$9K 731 – –
TFS
60
TrustCore Financial Services
Tennessee
$9K 704 +4 +0.6%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$8K 675 – –
Citigroup
62
Citigroup
New York
$8K 701 +14 +2%
BMM
63
Buffington Mohr McNeal
Idaho
$8K 650 +650 New
GWMIA
64
Global Wealth Management Investment Advisory
Florida
$7K 600 – –
SWM
65
SeaCrest Wealth Management
New York
$4K 350 – –
APA
66
American Portfolios Advisors
New York
$3.63K 300 +300 New
KL
67
KWMG LLC
Kansas
$2K 140 – –
TA
68
TCG Advisors
Texas
$1K 100 +100 New
JPLA
69
Joseph P. Lucia & Associates
New York
$400 4,940 +4,940 New
LCM
70
Landscape Capital Management
New Jersey
– – -17,082 Closed
AIP
71
Ahrens Investment Partners
Louisiana
– – -14,700 Closed
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
– – -10,369 Closed
VF
73
Virtu Financial
New York
– – -10,144 Closed
IIM
74
Ipswich Investment Management
Massachusetts
– – -3,884 Closed
AIC
75
Ameritas Investment Company
Nebraska
– – -2,625 Closed
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