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BlackRock Energy and Resources Trust
BGR

Overview Fund Activity

76 hedge funds and large institutions have $85.6M invested in BlackRock Energy and Resources Trust in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 28 reducing their positions, and 10 closing their positions.

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
17
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$21.6M
2
UBS Group
2
UBS Group
Switzerland
$4.52M
3
Bank of America
3
Bank of America
North Carolina
$4.02M
4
Cohen & Steers
4
Cohen & Steers
New York
$874K
5
OFG
5
OTA Financial Group
New York
$561K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.3M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$1.46M
4
QC
4
Quantedge Capital
Singapore
$405K
5
AAM
5
Advisors Asset Management
Colorado
$5.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$133K 10,623 +10,623 New
Mariner
52
Mariner
Kansas
$131K 10,417 -2,112 -17%
EC
53
Elequin Capital
New York
$129K 10,272 +10,272 New
AA
54
Ancora Advisors
Ohio
$96K 7,609 -985 -11%
IA
55
IFP Advisors
Florida
$95K 3,736 -130 -3%
EWM
56
Evermay Wealth Management
Virginia
$72.7K 5,800 – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$63.8K 5,091 – –
GRP
58
Global Retirement Partners
California
$31.3K 2,500 -948 -27%
PFA
59
Pathway Financial Advisers
Indiana
$30.2K 2,406 +2,406 New
FCMT
60
Founders Capital Management (Texas)
Texas
$25K 2,000 – –
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$22K 1,795 -83 -4%
PFG
62
Piershale Financial Group
Illinois
$18.8K 1,500 +1,500 New
BBPWM
63
Blue Bell Private Wealth Management
Pennsylvania
$15.3K 1,220 -2,285 -65%
BCMLT
64
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.5K 1,000 – –
ASN
65
Advisory Services Network
Georgia
$12.5K 1,000 +1,000 New
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$12.2K 973 – –
GWM
67
Geneos Wealth Management
Colorado
$8.15K 650 – –
BAM
68
Belpointe Asset Management
Nevada
$5.7K 455 +455 New
BFEC
69
Benjamin F. Edwards & Company
Missouri
$5K 380 – –
TFS
70
TrustCore Financial Services
Tennessee
$4.89K 390 +5 +1%
SC
71
Stephens Consulting
Michigan
$4.59K 366 – –
SPIA
72
Steward Partners Investment Advisory
New York
$639 51 – –
EWA
73
EverSource Wealth Advisors
Alabama
$238 19 – –
PAG
74
Private Advisor Group
New Jersey
$136 10,845 -79 -0.7%
NA
75
NewEdge Advisors
Louisiana
$15 1,236 +1,236 New
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