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BlackRock Energy and Resources Trust
BGR

Overview Fund Activity

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.

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

1
Morgan Stanley
1
Morgan Stanley
New York
$21M
2
Invesco
2
Invesco
Georgia
$17.5M
3
BG
3
BlackRock Group
United Kingdom
$13.5M
4
GC
4
Guggenheim Capital
Illinois
$10M
5
Bank of America
5
Bank of America
North Carolina
$9.64M

Top Sellers

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