BlackRock Energy and Resources Trust
BGR
BGR
67 hedge funds and large institutions have $119M invested in BlackRock Energy and Resources Trust in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Holders
67
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$15.1M | |
| 2 | +$8.22M | |
| 3 | +$939K | |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$407K |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$190K |
Top Sellers
| 1 | -$2.2M | |
| 2 | -$1.81M | |
| 3 | -$693K | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$540K |
| 5 |
ASFA
All Season Financial Advisors
Denver,
Colorado
|
-$370K |