BGR icon

BlackRock Energy and Resources Trust
BGR

Overview Fund Activity

67 hedge funds and large institutions have $65.4M invested in BlackRock Energy and Resources Trust in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
18
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$5.36M
2
WAM
2
Wolverine Asset Management
Illinois
$1.92M
3
HI
3
HBK Investments
Texas
$884K
4
Wells Fargo
4
Wells Fargo
California
$2.17M
5
Cohen & Steers
5
Cohen & Steers
New York
$1.38M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.35M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$2.97M
3
CA
3
Cornerstone Advisors
North Carolina
$0
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$64K
5
Morgan Stanley
5
Morgan Stanley
New York
$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
76
Citizens Financial Group
Rhode Island
– -$5K -311 Closed
SWP
77
Stratos Wealth Partners
Ohio
– -$1K -100 Closed
SPIA
78
Steward Partners Investment Advisory
New York
– -$1K -51 Closed
1 2 3
4