Blackrock Florida Municipal 2020 Term Trust
BFO was delisted on the 15th of December, 2020.
9 hedge funds and large institutions have $4.84M invested in Blackrock Florida Municipal 2020 Term Trust in 2015 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 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: $5M → $4.84M (-$165K)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$142K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$50.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$174K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$54.8K |
| 3 |
Citigroup
New York
|
-$18K |
| 4 |
UR
USCA RIA
Houston,
Texas
|
-$14K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MSL
1
Mackay Shields LLC
New York
| $1.72M | – | – | – |
|
|
2
UBS Group
Zurich,
Switzerland
| $1.24M | -$174K | -11,610 | -12% |
|
|
3
Bank of America
Charlotte,
North Carolina
| $1.04M | +$50.2K | +3,355 | +5% |
|
|
4
Wells Fargo
San Francisco,
California
| $285K | -$54.8K | -3,668 | -16% |
|
|
UR
5
USCA RIA
Houston,
Texas
| $188K | -$14K | -937 | -7% |
|
6
Morgan Stanley
New York
| $181K | – | – | – |
|
|
NSIM
7
North Star Investment Management
Chicago,
Illinois
| $141K | +$142K | +9,500 | New |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $19K | – | – | – |
|
9
Fifth Third Bancorp
Cincinnati,
Ohio
| $15K | – | – | – |
|
|
10
Citigroup
New York
| – | -$18K | -1,190 | Closed |
|
BFO Hedge Fund Activity: Q2 2015 in Review
9 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Blackrock Florida Municipal 2020 Term Trust (BFO) for Q2 2015, worth a combined $4.84M — down 3.3% from $5M a quarter earlier.
Fund positioning in BFO was balanced in Q2 2015: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 3 trimmed.
The largest buyer was North Star Investment Management, opening a new position worth an estimated $142K. The largest seller was UBS Group, cutting an estimated $174K.
- 9 institutional investors held Blackrock Florida Municipal 2020 Term Trust (BFO) as of Q2 2015, unchanged from Q1 2015.
- Funds reported $4.84M of Blackrock Florida Municipal 2020 Term Trust stock for Q2 2015, down 3.3% quarter-over-quarter.
- 1 fund opened new Blackrock Florida Municipal 2020 Term Trust positions in Q2 2015 and 1 closed out, a net change of 0 holders.
- The largest Blackrock Florida Municipal 2020 Term Trust buyer in Q2 2015 was North Star Investment Management, an estimated $142K added.
- The largest Blackrock Florida Municipal 2020 Term Trust seller in Q2 2015 was UBS Group, an estimated $174K sold.
Based on aggregated 13F filings for Q2 2015.