Blackrock Florida Municipal 2020 Term Trust
BFO was delisted on the 15th of December, 2020.
9 hedge funds and large institutions have $5.16M invested in Blackrock Florida Municipal 2020 Term Trust in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
13% more funds holding
Funds holding: 8 → 9 (+1)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
5% less capital invested
Capital invested by funds: $5.41M → $5.16M (-$258K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PMFA
Plante Moran Financial Advisors
Southfield,
Michigan
|
+$30.5K |
| 2 |
Citigroup
New York
|
+$21.2K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$15.1K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$15 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$274K |
| 2 |
Morgan Stanley
New York
|
-$45.2K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MSL
1
Mackay Shields LLC
New York
| $1.75M | – | – | – |
|
2
UBS Group
Zurich,
Switzerland
| $1.46M | +$1.47M | +97,477 | New |
|
|
3
Bank of America
Charlotte,
North Carolina
| $1.23M | -$274K | -18,188 | -18% |
|
|
4
Wells Fargo
San Francisco,
California
| $344K | +$15 | +1 | +0% |
|
|
5
Morgan Stanley
New York
| $280K | -$45.2K | -3,000 | -14% |
|
|
PMFA
6
Plante Moran Financial Advisors
Southfield,
Michigan
| $30K | +$30.5K | +2,025 | New |
|
|
7
Citigroup
New York
| $21K | +$21.2K | +1,410 | New |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $20K | +$15.1K | +1,000 | +333% |
|
9
Fifth Third Bancorp
Cincinnati,
Ohio
| $15K | – | – | – |
|
|
10
Ameriprise
Minneapolis,
Minnesota
| – | -$2K | -166 | Closed |
|
BFO Hedge Fund Activity: Q4 2014 in Review
9 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Blackrock Florida Municipal 2020 Term Trust (BFO) for Q4 2014, worth a combined $5.16M — down 4.8% from $5.41M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BFO positions and 1 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Plante Moran Financial Advisors, opening a new position worth an estimated $30.5K. The largest seller was Bank of America, cutting an estimated $274K.
- 9 institutional investors held Blackrock Florida Municipal 2020 Term Trust (BFO) as of Q4 2014, up from 8 in Q3 2014.
- Funds reported $5.16M of Blackrock Florida Municipal 2020 Term Trust stock for Q4 2014, down 4.8% quarter-over-quarter.
- 3 funds opened new Blackrock Florida Municipal 2020 Term Trust positions in Q4 2014 and 1 closed out, a net change of +2 holders.
- The largest Blackrock Florida Municipal 2020 Term Trust buyer in Q4 2014 was Plante Moran Financial Advisors, an estimated $30.5K added.
- The largest Blackrock Florida Municipal 2020 Term Trust seller in Q4 2014 was Bank of America, an estimated $274K sold.
Based on aggregated 13F filings for Q4 2014.