Blackrock Energy & Res Tr (BGR) Hedge Fund Ownership (Q2 2026)

Blackrock Energy & Res Tr (BGR)

91 + 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 — 66% buying

46 buying24 selling

Last quarter: 46 funds were net buyers (18 opened a brand new position + 28 added to an existing one). Only 24 were sellers (16 trimmed + 8 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: 10 → 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 → 10 → 7 → 14 → 18 new funds/Q

New funds entering each quarter: 10 → 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.

🏛️

Veteran-anchored — 62% veterans vs 32% newcomers

■ 62% veterans ■ 6% 1-2yr ■ 32% new

Entry-cohort mix of 84 holders: 52 (62%) are 2+ year veterans, 5 entered 1–2 years ago, and 27 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds

14 of 84 holders are among the 100 largest funds by AUM, controlling 52% 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	91	84	8.33%
13F Shares	6M	6M	6.09%
Total Value	$92M	$101M	-9.07%
New Positions	15	18	-3
Increased Positions	33	28	+5
Closed Positions	8	8	-
Reduced Positions	21	16	+5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

8.33%

13F Shares

6.09%

Total Value

$92M

$101M

-9.07%

New Positions

-3

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

91 + 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 BGR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Cypress Capital Management LLC (WY)	3.49%	281,912	$4.2M
2	Thomas J. Herzfeld Advisors, Inc.	1.08%	238,075	$3.5M
3	Carl P. Sherr & Co., LLC	0.38%	60,966	$904K
4	Logan Stone Capital, LLC	0.37%	119,093	$1.8M
5	Absolute Investment Advisers, LLC	0.31%	216,502	$3.2M
6	Z3 Capital Partners, LLC	0.29%	94,281	$1.4M
7	Decision Investments, Inc	0.29%	21,530	$319K
8	Formidable Asset Management, LLC	0.21%	75,314	$1.3M
9	Alessandra Capital Management, LLC	0.19%	18,450	$273K
10	Quarry LP	0.11%	91,152	$1.4M
11	TMB Capital Partners, LLC	0.10%	21,862	$324K
12	Ashton Thomas Securities, LLC	0.10%	43,855	$650K
13	Wealth Effects LLC	0.06%	15,000	$222K
14	Moors & Cabot, Inc.	0.05%	92,225	$1.4M
15	Advisors Asset Management, Inc.	0.05%	231,787	$3.4M
16	Wolverine Asset Management LLC	0.04%	320,379	$4.7M
17	Saba Capital Management, L.P.	0.04%	93,440	$1.4M
18	Mezzasalma Advisors, LLC	0.03%	11,597	$172K
19	Nations Financial Group Inc, /Ia/ /Adv	0.02%	31,469	$466K
20	NWF Advisory Services Inc.	0.02%	15,303	$227K
21	Uhlmann Price Securities, LLC	0.02%	33,472	$496K
22	Murphy & Mullick Capital Management Corp	0.02%	2,000	$30K
23	Cypress Capital Group	0.02%	11,996	$178K
24	AlphaCore Capital LLC	0.01%	50,350	$746K
25	Founders Capital Management	0.01%	2,000	$30K

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 — 66% buying: Last quarter: 46 funds were net buyers (18 opened a brand new position + 28 added to an existing one). Only 24 were sellers (16 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BGR holders?

Elite ownership — 52% AUM from top-100 funds: 14 of 84 holders are among the 100 largest funds by AUM, controlling 52% 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.

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 — 66% 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

Veteran-anchored — 62% veterans vs 32% newcomers

Elite ownership — 52% 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

Hedge Fund Positioning: BGR

Statistics: BGR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Blackrock Energy & Res Tr (BGR)

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