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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 %
PAG
51
Private Advisor Group
New Jersey
$120K 10,923 – –
SWM
52
SeaCrest Wealth Management
New York
$120K 10,950 – –
RPCA
53
Running Point Capital Advisors
California
$117K 10,625 – –
IA
54
IFP Advisors
Florida
$96K 3,864 – –
AA
55
Ancora Advisors
Ohio
$94K 8,594 – –
EWM
56
Evermay Wealth Management
Virginia
$64K 5,800 – –
GRP
57
Global Retirement Partners
California
$27K 2,500 +2,500 New
CI
58
CX Institutional
Indiana
$26K 2,398 +2,398 New
EIP
59
Ellis Investment Partners
Pennsylvania
$25K 2,282 – –
FCMT
60
Founders Capital Management (Texas)
Texas
$22K 2,000 – –
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$21K 1,989 -1,153 -37%
CCM
62
Covington Capital Management
California
$16K 1,500 +1,500 New
TWM
63
Tradition Wealth Management
Minnesota
$14K 1,271 – –
CFN
64
Cordasco Financial Network
Florida
$14K 1,282 – –
EI
65
Ellevest Inc
New York
$14K 1,266 +1,266 New
BCMLT
66
Beacon Capital Management LLC (Tennessee)
Tennessee
$12K 1,000 – –
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$11K 973 – –
PFS
68
Prospera Financial Services
Texas
$11K 1,000 – –
APA
69
American Portfolios Advisors
New York
$6.03K 550 -125 -19%
SC
70
Stephens Consulting
Michigan
$4.02K 366 +366 New
BFEC
71
Benjamin F. Edwards & Company
Missouri
$4K 380 -100 -21%
TFS
72
TrustCore Financial Services
Tennessee
$4K 380 +4 +1%
SPIA
73
Steward Partners Investment Advisory
New York
$1K 51 – –
AWS
74
Atria Wealth Solutions
New York
– – -66,240 Closed
CCP
75
Clough Capital Partners
Massachusetts
– – -38,300 Closed
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3
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