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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 %
AA
51
Ancora Advisors
Ohio
$10K 1,594 – –
RBC
52
Roble Belko & Company
Pennsylvania
$9K 1,447 – –
CFN
53
Cordasco Financial Network
Florida
$8K 1,282 – –
BFEC
54
Benjamin F. Edwards & Company
Missouri
$4K 686 -925 -57%
AF
55
Advisornet Financial
Minnesota
$4K 700 – –
GWMIA
56
Global Wealth Management Investment Advisory
Florida
$4K 600 – –
APA
57
American Portfolios Advisors
New York
$3.47K 550 +50 +10%
TFS
58
TrustCore Financial Services
Tennessee
$2K 330 -393 -54%
AWA
59
Arkadios Wealth Advisors
Georgia
$824 131 -269 -67%
1832 Asset Management
60
1832 Asset Management
Ontario, Canada
– – -181,447 Closed
CAN
61
Cetera Advisor Networks
California
– – -153,546 Closed
CL
62
CSS LLC
Illinois
– – -41,467 Closed
PAIM
63
Punch & Associates Investment Management
Minnesota
– – -11,407 Closed
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
– – -11,212 Closed
PAS
65
Partnervest Advisory Services
California
– – -10,021 Closed
BWL
66
Bogart Wealth LLC
Virginia
– – -7,000 Closed
PWP
67
Personal Wealth Partners
Minnesota
– – -5,170 Closed
EP
68
Eudaimonia Partners
Tennessee
– – -2,841 Closed
SIC
69
Samalin Investment Counsel
New York
– – -1,989 Closed
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
– – -550 Closed
WQ
71
Wealth Quarterback
New Jersey
– – -349 Closed
ACM
72
Allred Capital Management
Texas
– – -250 Closed
AWM
73
Avior Wealth Management
Nebraska
– – -225 Closed
CHAM
74
Clear Harbor Asset Management
Connecticut
– – -114 Closed
Fidelity Investments
75
Fidelity Investments
Massachusetts
– – -3 Closed
1 2
3
4