BLACKROCK ENERGY & RES TR (BGR): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy BLACKROCK ENERGY & RES TR (BGR) following the 2026 Q1 hedge fund 13F filings?

As of today, BGR has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.6% for the XLF sector ETF — an outperformance of -1.5%. Since the quarter end (March 31, 2026), BGR gained -4.0% vs +5.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

BLACKROCK ENERGY & RES TR (BGR)

84 + Investors. Track Smart Money conviction in BGR. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — BGR

Based on 84 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added BGR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

84 hedge funds hold BGR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +24% more funds vs a year ago

fund count last 6Q

+16 new funds entered over the past year (+24% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 67% buying

46 buying23 selling

Last quarter: 46 funds were net buyers (18 opened a brand new position + 28 added to an existing one). Only 23 were sellers (16 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 9 → 7 → 14 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 18% medium ■ 27% new

46 out of 84 hedge funds have held BGR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +55% but shares only +23% — price-driven

Value

+55%

+23%

Last quarter: the total dollar value of institutional holdings rose +55%, but actual share count only changed +23%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

🚀

Acceleration phase — new buyers rushing in

11 → 9 → 7 → 14 → 18 new funds/Q

New funds entering each quarter: 9 → 7 → 14 → 18. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 6% 1-2yr ■ 32% new

Of 84 current holders: 52 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds

13 of 84 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in BGR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	84	73	15.07%
13F Shares	6M	5M	23.34%
Total Value	$101M	$65M	55.12%
New Positions	18	14	+4
Increased Positions	28	26	+2
Closed Positions	7	6	+1
Reduced Positions	16	18	-2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

15.07%

13F Shares

23.34%

Total Value

$101M

$65M

55.12%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-2

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

84 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BGR. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 institutional holders of BGR — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Cypress Capital Management LLC (WY)	4.26%	265,914	$4.6M
2	Navis Wealth Advisors, LLC	1.23%	138,762	$2.4M
3	Thomas J. Herzfeld Advisors, Inc.	1.07%	181,116	$3.1M
4	Carl P. Sherr & Co., LLC	0.50%	60,966	$1.1M
5	ABSOLUTE INVESTMENT ADVISERS, LLC	0.46%	228,480	$4.0M
6	DECISION INVESTMENTS, INC	0.41%	21,070	$365K
7	Z3 Capital Partners, LLC	0.35%	106,668	$1.4M
8	Quarry LP	0.28%	89,687	$1.6M
9	Logan Stone Capital, LLC	0.27%	55,916	$968K
10	Alessandra Capital Management, LLC	0.23%	19,125	$259K
11	Formidable Asset Management, LLC	0.16%	77,702	$1.1M
12	TMB Capital Partners, LLC	0.13%	22,084	$382K
13	ASHTON THOMAS SECURITIES, LLC	0.10%	43,855	$759K
14	WEALTH EFFECTS LLC	0.09%	15,000	$260K
15	Moors & Cabot, Inc.	0.07%	92,247	$1.6M
16	Advisors Asset Management, Inc.	0.06%	213,344	$3.7M
17	Mezzasalma Advisors, LLC	0.05%	11,499	$199K
18	UHLMANN PRICE SECURITIES, LLC	0.04%	30,588	$529K
19	WOLVERINE ASSET MANAGEMENT LLC	0.03%	196,508	$3.4M
20	NWF Advisory Services Inc.	0.03%	15,303	$265K
21	Murphy & Mullick Capital Management Corp	0.03%	2,000	$35K
22	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.02%	27,928	$483K
23	Cypress Capital Group	0.02%	12,024	$208K
24	AlphaCore Capital LLC	0.02%	49,871	$863K
25	Founders Capital Management	0.02%	2,000	$35K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — BLACKROCK ENERGY & RES TR (BGR)

What does the Smart Money Trend signal show for BGR?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BGR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BGR?

More buyers than sellers — 67% buying: Last quarter: 46 funds were net buyers (18 opened a brand new position + 28 added to an existing one). Only 23 were sellers (16 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BGR holders?

Elite ownership — 51% AUM from top-100 funds: 13 of 84 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in BGR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BGR?

55% of holders stayed for 2+ years: 46 out of 84 hedge funds have held BGR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy BLACKROCK ENERGY & RES TR (BGR) following the 2026 Q1 hedge fund 13F filings?

As of today, BGR has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.6% for the XLF sector ETF — an outperformance of -1.5%. Since the quarter end (March 31, 2026), BGR has gained -4.0% vs +5.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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BLACKROCK ENERGY & RES TR (BGR)

Smart Money Signals — BGR

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +24% more funds vs a year ago

More buyers than sellers — 67% buying

Steady new buyers — ~18 new funds per quarter

55% of holders stayed for 2+ years

Value +55% but shares only +23% — price-driven

Acceleration phase — new buyers rushing in

Deep conviction — 62% of holders stayed 2+ years

Elite ownership — 51% AUM from top-100 funds

Institutional Sentiment Summary — BGR

Hedge Fund Ownership: BGR

Market Analysis: BGR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BGR

Is It Too Late to Buy BLACKROCK ENERGY & RES TR (BGR) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: BGR

Statistics: BGR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — BLACKROCK ENERGY & RES TR (BGR)

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