BlackRock Energy and Resources Trust
BGR
64 hedge funds and large institutions have $34.4M invested in BlackRock Energy and Resources Trust in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 14 reducing their positions, and 9 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 14
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
29% more capital invested
Capital invested by funds: $26.6M → $34.4M (+$7.83M)
7% more funds holding
Funds holding: 60 → 64 (+4)
1.58% more ownership
Funds ownership: 14.94% → 16.52% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.07M |
| 2 |
Morgan Stanley
New York
|
+$567K |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$494K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$459K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$295K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$369K |
| 2 |
DA
Doliver Advisors
Houston,
Texas
|
-$319K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$295K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$242K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$149K |
BGR Hedge Fund Activity: Q4 2020 in Review
64 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BlackRock Energy and Resources Trust (BGR) for Q4 2020, worth a combined $34.4M — up 29% from $26.6M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BGR positions and 9 closed out — a net gain of 4 holders — while 24 added to existing stakes and 14 trimmed.
The largest buyer was Advisors Asset Management, adding an estimated $1.07M. The largest seller was Stifel Financial, cutting an estimated $369K.
- 64 institutional investors held BlackRock Energy and Resources Trust (BGR) as of Q4 2020, up from 60 in Q3 2020.
- Funds reported $34.4M of BlackRock Energy and Resources Trust stock for Q4 2020, up 29% quarter-over-quarter.
- 13 funds opened new BlackRock Energy and Resources Trust positions in Q4 2020 and 9 closed out, a net change of +4 holders.
- The largest BlackRock Energy and Resources Trust buyer in Q4 2020 was Advisors Asset Management, an estimated $1.07M added.
- The largest BlackRock Energy and Resources Trust seller in Q4 2020 was Stifel Financial, an estimated $369K sold.
Based on aggregated 13F filings for Q4 2020.