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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 %
RPCA
51
Running Point Capital Advisors
California
$115K 10,625 – –
HighTower Advisors
52
HighTower Advisors
Illinois
$113K 10,575 -3,674 -26%
IA
53
IFP Advisors
Florida
$96K 3,866 +2 +0.1%
AA
54
Ancora Advisors
Ohio
$92K 8,594 – –
EWM
55
Evermay Wealth Management
Virginia
$63K 5,800 – –
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$55K 5,091 -7,970 -61%
GRP
57
Global Retirement Partners
California
$45K 3,448 +948 +38%
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$38K 3,505 +3,505 New
FCMT
59
Founders Capital Management (Texas)
Texas
$22K 2,000 – –
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$20K 1,878 -111 -6%
CCM
61
Covington Capital Management
California
$16K 1,500 – –
BCMLT
62
Beacon Capital Management LLC (Tennessee)
Tennessee
$11K 1,000 – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$10K 973 – –
GWM
64
Geneos Wealth Management
Colorado
$7K 650 -10,647 -94%
APA
65
American Portfolios Advisors
New York
$5.93K 550 – –
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$5K 487 +463 +1,929%
BFEC
67
Benjamin F. Edwards & Company
Missouri
$4K 380 – –
TFS
68
TrustCore Financial Services
Tennessee
$4K 385 +5 +1%
SC
69
Stephens Consulting
Michigan
$3.95K 366 – –
UB
70
UMB Bank
Missouri
$2K 150 +150 New
SPIA
71
Steward Partners Investment Advisory
New York
$1K 51 – –
GI
72
Gradient Investments
Minnesota
$1K 125 +125 New
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$249 20,166 +20,166 New
ASFA
74
All Season Financial Advisors
Colorado
– – -31,777 Closed
SKK
75
Shepherd Kaplan Krochuk
Massachusetts
– – -23,010 Closed
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