Blackrock Florida Municipal 2020 Term Trust
BFO was delisted on the 15th of December, 2020.
11 hedge funds and large institutions have $5.78M invested in Blackrock Florida Municipal 2020 Term Trust in 2015 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
10% more funds holding
Funds holding: 10 → 11 (+1)
9% more capital invested
Capital invested by funds: $5.29M → $5.78M (+$489K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$308K |
| 2 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$149K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$73.7K |
| 4 |
Citigroup
New York
|
+$16.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$46.5K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$29.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MSL
1
Mackay Shields LLC
New York
| $1.77M | – | – | – |
|
|
2
Bank of America
Charlotte,
North Carolina
| $1.34M | +$73.7K | +4,932 | +6% |
|
|
3
UBS Group
Zurich,
Switzerland
| $1.21M | -$46.5K | -3,113 | -4% |
|
|
4
LPL Financial
San Diego,
California
| $310K | +$308K | +20,610 | New |
|
|
NSIM
5
North Star Investment Management
Chicago,
Illinois
| $291K | +$149K | +10,000 | +105% |
|
|
6
Wells Fargo
San Francisco,
California
| $287K | -$29.9K | -1,999 | -9% |
|
|
UR
7
USCA RIA
Houston,
Texas
| $190K | – | – | – |
|
8
Morgan Stanley
New York
| $182K | – | – | – |
|
|
AA
9
Ancora Advisors
Cleveland,
Ohio
| $164K | – | – | – |
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $19K | – | – | – |
|
|
11
Citigroup
New York
| $16K | +$16.4K | +1,095 | +36,500% |
|
BFO Hedge Fund Activity: Q4 2015 in Review
11 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Blackrock Florida Municipal 2020 Term Trust (BFO) for Q4 2015, worth a combined $5.78M — up 9.2% from $5.29M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new BFO positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 2 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $308K. The largest seller was UBS Group, cutting an estimated $46.5K.
- 11 institutional investors held Blackrock Florida Municipal 2020 Term Trust (BFO) as of Q4 2015, up from 10 in Q3 2015.
- Funds reported $5.78M of Blackrock Florida Municipal 2020 Term Trust stock for Q4 2015, up 9.2% quarter-over-quarter.
- 1 fund opened new Blackrock Florida Municipal 2020 Term Trust positions in Q4 2015 and 0 closed out, a net change of +1 holder.
- The largest Blackrock Florida Municipal 2020 Term Trust buyer in Q4 2015 was LPL Financial, an estimated $308K added.
- The largest Blackrock Florida Municipal 2020 Term Trust seller in Q4 2015 was UBS Group, an estimated $46.5K sold.
Based on aggregated 13F filings for Q4 2015.