Who Owns BGR?
Blackrock Energy and Resources Trust — Institutional Ownership & 13F Holdings
$16.34
+0.12 (+0.74%)
Market Cap
$393.3M
Shares Outstanding
25,456,171
Institutional Holders
70
Total Inst. Value
$80.6M
% of Float Held
—
QoQ Holder Change
+19
Institutional data as of Q1 2025
New Positions
20
Closed Positions
9
Increased
18
Decreased
18
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $14.9M | 1,094,727 |
| 2 | Allspring Global Investments Holdings, LLC | $14.7M | 1,080,846 |
| 3 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $6.0M | 444,523 |
| 4 | WELLS FARGO & COMPANY/MN | $5.7M | 422,027 |
| 5 | Invesco Ltd. | $5.4M | 398,512 |
| 6 | RAYMOND JAMES FINANCIAL INC | $5.4M | 395,306 |
| 7 | UBS Group AG | $3.9M | 283,784 |
| 8 | Advisors Asset Management, Inc. | $3.7M | 270,668 |
| 9 | ROYAL BANK OF CANADA | $2.1M | 157,022 |
| 10 | BANK OF AMERICA CORP /DE/ | $2.1M | 156,175 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +9K | $5.4M |
| Advisors Asset Management, Inc. | +12K | $3.7M |
| ROYAL BANK OF CANADA | +3K | $2.1M |
| TRUIST FINANCIAL CORP | +19K | $2.1M |
| Cypress Capital Management LLC (WY)New | +122K | $1.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | -670K | $6.0M |
| Allspring Global Investments Holdings, LLC | -299K | $14.7M |
| Invesco Ltd. | -54K | $5.4M |
| UBS Group AG | -27K | $3.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -20K | $965K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold BGR?
As of Q1 2025, 70 institutional investors report holding BGR (Blackrock Energy and Resources Trust) in their 13F filings.
Which hedge fund owns the most BGR?
The largest institutional holder of BGR is MORGAN STANLEY with $14.9M in shares.
Are institutions buying or selling BGR?
This quarter, 20 institutions opened new positions in BGR and 9 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.