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BlackRock Energy and Resources Trust
BGR

Overview Fund Activity

75 hedge funds and large institutions have $74.5M invested in BlackRock Energy and Resources Trust in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 8 closing their positions.

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.3%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$16.3M
2
WAM
2
Wolverine Asset Management
Illinois
$2.5M
3
AWS
3
Atria Wealth Solutions
New York
$921K
4
1CP
4
1607 Capital Partners
Virginia
$449K
5
Bank of America
5
Bank of America
North Carolina
$1.87M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$216K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.04M
3
AAM
3
Advisors Asset Management
Colorado
$4.81M
4
LSC
4
Logan Stone Capital
Illinois
$115K
5
ASFA
5
All Season Financial Advisors
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
– – -19,100 Closed
GIA
77
Gladstone Institutional Advisory
Florida
– – -11,620 Closed
CI
78
CX Institutional
Indiana
– – -2,398 Closed
EIP
79
Ellis Investment Partners
Pennsylvania
$0 7 -2,275 -100%
TWM
80
Tradition Wealth Management
Minnesota
– – -1,271 Closed
EI
81
Ellevest Inc
New York
– – -1,266 Closed
PFS
82
Prospera Financial Services
Texas
– – -1,000 Closed
CFGS
83
Concourse Financial Group Securities
Alabama
– – – –
EWA
84
EverSource Wealth Advisors
Alabama
$0 19 +19 New
1 2 3
4