BlackRock Energy and Resources Trust
BGR
69 hedge funds and large institutions have $74.8M invested in BlackRock Energy and Resources Trust in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 10 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 21
1% less funds holding
Funds holding: 70 → 69 (-1)
2.13% less ownership
Funds ownership: 23.71% → 21.59% (-2.1%)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
11% less capital invested
Capital invested by funds: $84.1M → $74.8M (-$9.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCMW
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
|
+$2.3M |
| 2 |
MC
Moors & Cabot
Boston,
Massachusetts
|
+$689K |
| 3 |
Morgan Stanley
New York
|
+$517K |
| 4 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$391K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$226K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$6.04M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$3.63M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$688K |
| 4 |
MWM
MGB Wealth Management
Addison,
Texas
|
-$405K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$292K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
76
Stephens Consulting
Flint,
Michigan
| – | -$4.97K | -366 | Closed |
|
77
AssetMark Inc
Concord,
California
| – | -$4.67K | -344 | Closed |
|
|
TRCT
78
Tower Research Capital (TRC)
New York
| – | -$2.66K | -196 | Closed |
|
79
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$11 | -1 | Closed |
|
BGR Hedge Fund Activity: Q2 2025 in Review
69 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in BlackRock Energy and Resources Trust (BGR) for Q2 2025, worth a combined $74.8M — down 11% from $84.1M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of BGR and 9 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 22 added.
The largest buyer was Cypress Capital Management (Wyoming), adding an estimated $2.3M. The largest seller was City of London Investment Management, exiting entirely with an estimated $6.04M sold.
- 69 institutional investors held BlackRock Energy and Resources Trust (BGR) as of Q2 2025, down from 70 in Q1 2025.
- Funds reported $74.8M of BlackRock Energy and Resources Trust stock for Q2 2025, down 11% quarter-over-quarter.
- 9 funds opened new BlackRock Energy and Resources Trust positions in Q2 2025 and 10 closed out, a net change of -1 holder.
- The largest BlackRock Energy and Resources Trust buyer in Q2 2025 was Cypress Capital Management (Wyoming), an estimated $2.3M added.
- The largest BlackRock Energy and Resources Trust seller in Q2 2025 was City of London Investment Management, an estimated $6.04M sold.
Based on aggregated 13F filings for Q2 2025.