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BlackRock Energy and Resources Trust
BGR

58 hedge funds and large institutions have $153M invested in BlackRock Energy and Resources Trust in 2013 Q2 according to their latest regulatory filings, with 58 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

20.44% more ownership

Funds ownership: 0% → 20.44% (+20%)

Holders
58
Holders Change
+58
Holders Change %
–
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$21M +$21.4M +838,016 New
Invesco
2
Invesco
Georgia
$17.5M +$17.9M +699,022 New
BG
3
BlackRock Group
United Kingdom
$13.5M +$13.8M +540,174 New
GC
4
Guggenheim Capital
Illinois
$10M +$10.2M +399,865 New
Bank of America
5
Bank of America
North Carolina
$9.64M +$9.85M +385,056 New
CHA
6
Cedar Hill Associates
Illinois
$9.17M +$9.36M +366,250 New
FAAM
7
First Allied Asset Management
California
$7.21M +$7.32M +286,270 New
Wells Fargo
8
Wells Fargo
California
$5.56M +$5.68M +222,022 New
FAAS
9
First Allied Advisory Services
California
$5.38M +$5.45M +213,181 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.93M +$5.03M +196,861 New
CA
11
Cornerstone Advisors
North Carolina
$4.76M +$4.86M +190,014 New
GFM
12
Gramercy Funds Management
Connecticut
$4.54M +$4.63M +181,199 New
KIM
13
Karpus Investment Management
New York
$4.15M +$4.24M +165,654 New
U
14
UBS
Switzerland
$3.67M +$3.75M +146,642 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.37M +$3.44M +134,497 New
LPL Financial
16
LPL Financial
California
$3.2M +$3.27M +128,017 New
WAM
17
Wolverine Asset Management
Illinois
$2.18M +$2.23M +87,225 New
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$2.02M +$2.06M +80,690 New
AIM
19
Assured Investment Management
New York
$2.02M +$2.06M +80,627 New
ICOA
20
Investment Centers of America
North Dakota
$1.98M +$2.01M +78,453 New
NES
21
New England Securities
New York
$1.59M +$1.62M +63,483 New
WCM
22
Weston Capital Management
California
$1.58M +$1.61M +63,155 New
AAM
23
Advisors Asset Management
Colorado
$1.49M +$1.52M +59,484 New
AWM
24
Altavista Wealth Management
North Carolina
$1.48M +$746K +29,162 New
B
25
Baird
Wisconsin
$1.46M +$1.49M +58,146 New
1
2 3

BGR Hedge Fund Activity: Q2 2013 in Review

58 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in BlackRock Energy and Resources Trust (BGR) for Q2 2013, worth a combined $153M.

Buyers outnumbered sellers: 58 funds opened new BGR positions and 0 closed out — a net gain of 58 holders — while 0 added to existing stakes and 0 trimmed.

  • 58 institutional investors held BlackRock Energy and Resources Trust (BGR) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $153M of BlackRock Energy and Resources Trust stock for Q2 2013.
  • 58 funds opened new BlackRock Energy and Resources Trust positions in Q2 2013 and 0 closed out, a net change of +58 holders.

Based on aggregated 13F filings for Q2 2013.