BlackRock Energy and Resources Trust
BGR
70 hedge funds and large institutions have $84.1M invested in BlackRock Energy and Resources Trust in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
6% more funds holding
Funds holding: 66 → 70 (+4)
5% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 22
2.8% less ownership
Funds ownership: 26.51% → 23.71% (-2.8%)
6% less capital invested
Capital invested by funds: $89.5M → $84.1M (-$5.49M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMW
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
+$1.62M |
| 2 |
MWM
MGB Wealth Management
Addison,
Texas
|
+$432K |
| 3 |
AC
AlphaCore Capital
La Jolla,
California
|
+$429K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$259K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$241K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$8.93M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$3.99M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$715K |
| 4 |
SCM
Saba Capital Management
New York
|
-$603K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$359K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VWM
76
Venturi Wealth Management
Austin,
Texas
| – | -$4.99K | -396 | Closed |
|
77
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$25 | -2 | Closed |
|
BGR Hedge Fund Activity: Q1 2025 in Review
70 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in BlackRock Energy and Resources Trust (BGR) for Q1 2025, worth a combined $84.1M — down 6.1% from $89.5M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BGR positions and 7 closed out — a net gain of 4 holders — while 21 added to existing stakes and 22 trimmed.
The largest buyer was Cypress Capital Management (Wyoming), opening a new position worth an estimated $1.62M. The largest seller was City of London Investment Management, cutting an estimated $8.93M.
- 70 institutional investors held BlackRock Energy and Resources Trust (BGR) as of Q1 2025, up from 66 in Q4 2024.
- Funds reported $84.1M of BlackRock Energy and Resources Trust stock for Q1 2025, down 6.1% quarter-over-quarter.
- 11 funds opened new BlackRock Energy and Resources Trust positions in Q1 2025 and 7 closed out, a net change of +4 holders.
- The largest BlackRock Energy and Resources Trust buyer in Q1 2025 was Cypress Capital Management (Wyoming), an estimated $1.62M added.
- The largest BlackRock Energy and Resources Trust seller in Q1 2025 was City of London Investment Management, an estimated $8.93M sold.
Based on aggregated 13F filings for Q1 2025.