Blackrock Florida Municipal 2020 Term Trust
BFO was delisted on the 15th of December, 2020.
9 hedge funds and large institutions have $5M invested in Blackrock Florida Municipal 2020 Term Trust in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 4 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
3% less capital invested
Capital invested by funds: $5.16M → $5M (-$155K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UR
USCA RIA
Houston,
Texas
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$227K |
| 2 |
Morgan Stanley
New York
|
-$96.7K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$32.5K |
| 4 |
PMFA
Plante Moran Financial Advisors
Southfield,
Michigan
|
-$30K |
| 5 |
Citigroup
New York
|
-$3.33K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MSL
1
Mackay Shields LLC
New York
| $1.76M | – | – | – |
|
|
2
UBS Group
Zurich,
Switzerland
| $1.44M | -$32.5K | -2,152 | -2% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $1.01M | -$227K | -15,033 | -18% |
|
4
Wells Fargo
San Francisco,
California
| $346K | – | – | – |
|
|
UR
5
USCA RIA
Houston,
Texas
| $206K | +$206K | +13,645 | New |
|
|
6
Morgan Stanley
New York
| $185K | -$96.7K | -6,400 | -34% |
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $20K | – | – | – |
|
|
8
Citigroup
New York
| $18K | -$3.33K | -220 | -16% |
|
9
Fifth Third Bancorp
Cincinnati,
Ohio
| $15K | – | – | – |
|
|
PMFA
10
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$30K | -2,025 | Closed |
|
BFO Hedge Fund Activity: Q1 2015 in Review
9 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Blackrock Florida Municipal 2020 Term Trust (BFO) for Q1 2015, worth a combined $5M — down 3% from $5.16M a quarter earlier.
Fund positioning in BFO was balanced in Q1 2015: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 4 trimmed.
The largest buyer was USCA RIA, opening a new position worth an estimated $206K. The largest seller was Bank of America, cutting an estimated $227K.
- 9 institutional investors held Blackrock Florida Municipal 2020 Term Trust (BFO) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $5M of Blackrock Florida Municipal 2020 Term Trust stock for Q1 2015, down 3% quarter-over-quarter.
- 1 fund opened new Blackrock Florida Municipal 2020 Term Trust positions in Q1 2015 and 1 closed out, a net change of 0 holders.
- The largest Blackrock Florida Municipal 2020 Term Trust buyer in Q1 2015 was USCA RIA, an estimated $206K added.
- The largest Blackrock Florida Municipal 2020 Term Trust seller in Q1 2015 was Bank of America, an estimated $227K sold.
Based on aggregated 13F filings for Q1 2015.