BlackRock Energy and Resources Trust
BGR
BGR
69 hedge funds and large institutions have $105M invested in BlackRock Energy and Resources Trust in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
3.22% more ownership
Funds ownership: 24.37% → 27.59% (+3.2%)
Holders
69
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$7.83M | |
| 2 | +$1.55M | |
| 3 | +$1.44M | |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.22M |
| 5 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$628K |
Top Sellers
| 1 | -$1.14M | |
| 2 | -$499K | |
| 3 | -$399K | |
| 4 |
Invesco
Atlanta,
Georgia
|
-$321K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$261K |