BGR icon

BlackRock Energy and Resources Trust
BGR

Overview Fund Activity

74 hedge funds and large institutions have $76.5M invested in BlackRock Energy and Resources Trust in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 30 reducing their positions, and 7 closing their positions.

Holders
74
Holders Change
–
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
17
Reduced
30
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$14.4M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.8M
3
KIM
3
Karpus Investment Management
New York
$3.67M
4
DADC
4
D.A. Davidson & Co
Montana
$512K
5
AA
5
AQR Arbitrage
Connecticut
$733K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$1.51M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.53M
3
Ameriprise
3
Ameriprise
Minnesota
$223K
4
AWS
4
Atria Wealth Solutions
New York
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.77M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
– – -29,437 Closed
Koshinski Asset Management
77
Koshinski Asset Management
Illinois
– – -1,500 Closed
BBPWM
78
Blue Bell Private Wealth Management
Pennsylvania
– – -700 Closed
TRCT
79
Tower Research Capital (TRC)
New York
– – -479 Closed
Fidelity Investments
80
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
81
Concourse Financial Group Securities
Alabama
– – – –
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$0 24 +24 New
1 2 3
4