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BlackRock Energy and Resources Trust
BGR

Overview Fund Activity

69 hedge funds and large institutions have $77.8M invested in BlackRock Energy and Resources Trust in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
21
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$1.74M
2
CRC
2
Curi RMB Capital
Illinois
$2.18M
3
WAM
3
Wolverine Asset Management
Illinois
$3.83M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.9M
5
UBS Group
5
UBS Group
Switzerland
$2.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.5M
2
HI
2
HBK Investments
Texas
$568K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.53M
4
LCM
4
Landscape Capital Management
New Jersey
$0
5
AAM
5
Advisors Asset Management
Colorado
$8.52M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
76
Parallel Advisors
California
– – -1,400 Closed
MOS
77
MGO One Seven
Ohio
– – -1,150 Closed
1NWS
78
1 North Wealth Services
Maryland
– – -661 Closed
SIS
79
Sound Income Strategies
Florida
– – -338 Closed
HNB
80
Huntington National Bank
Ohio
– – -250 Closed
CFGS
81
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
82
Fidelity Investments
Massachusetts
$0 2 +2 New
1 2 3
4