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BFO

Blackrock Florida Municipal 2020 Term Trust
BFO

Delisted

BFO was delisted on the 15th of December, 2020.

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13 hedge funds and large institutions have $7.6M invested in Blackrock Florida Municipal 2020 Term Trust in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

8% more funds holding

Funds holding: 12 → 13 (+1)

3% more capital invested

Capital invested by funds: $7.35M → $7.6M (+$251K)

Holders
13
Holders Change
+1
Holders Change %
+8.33%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NGA
Naples Global Advisors
Florida
+$374K
2
SIA
Sit Investment Associates
Minnesota
+$309K
3
Morgan Stanley
Morgan Stanley
New York
+$127K
4
NFG
Next Financial Group
Texas
+$53.1K
5
ASN
Advisory Services Network
Georgia
+$38K

Top Sellers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
-$280K
2
UBS Group
UBS Group
Switzerland
-$241K
3
WAM
Wolverine Asset Management
Illinois
-$234K
4
Wells Fargo
Wells Fargo
California
-$5.04K
Name Holding Trade Value Shares
Change 		Change in
Stake
MSL
1
Mackay Shields LLC
New York
$3.13M – – –
Bank of America
2
Bank of America
North Carolina
$1.4M +$13.4K +880 +1%
UBS Group
3
UBS Group
Switzerland
$720K -$241K -15,900 -25%
SIA
4
Sit Investment Associates
Minnesota
$600K +$309K +20,377 +108%
NGA
5
Naples Global Advisors
Florida
$378K +$374K +24,650 New
Morgan Stanley
6
Morgan Stanley
New York
$362K +$127K +8,386 +55%
NSIM
7
North Star Investment Management
Illinois
$299K – – –
AA
8
Ancora Advisors
Ohio
$222K – – –
Wells Fargo
9
Wells Fargo
California
$211K -$5.04K -332 -2%
LPL Financial
10
LPL Financial
California
$167K +$8.35K +550 +5%
NFG
11
Next Financial Group
Texas
$54K +$53.1K +3,500 New
ASN
12
Advisory Services Network
Georgia
$38K +$38K +2,500 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$25K – – –
CRC
14
Curi RMB Capital
Illinois
– -$280K -18,507 Closed
WAM
15
Wolverine Asset Management
Illinois
– -$234K -15,503 Closed

BFO Hedge Fund Activity: Q3 2016 in Review

13 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Blackrock Florida Municipal 2020 Term Trust (BFO) for Q3 2016, worth a combined $7.6M — up 3.4% from $7.35M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new BFO positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 2 trimmed.

The largest buyer was Naples Global Advisors, opening a new position worth an estimated $374K. The largest seller was Curi RMB Capital, exiting entirely with an estimated $280K sold.

  • 13 institutional investors held Blackrock Florida Municipal 2020 Term Trust (BFO) as of Q3 2016, up from 12 in Q2 2016.
  • Funds reported $7.6M of Blackrock Florida Municipal 2020 Term Trust stock for Q3 2016, up 3.4% quarter-over-quarter.
  • 3 funds opened new Blackrock Florida Municipal 2020 Term Trust positions in Q3 2016 and 2 closed out, a net change of +1 holder.
  • The largest Blackrock Florida Municipal 2020 Term Trust buyer in Q3 2016 was Naples Global Advisors, an estimated $374K added.
  • The largest Blackrock Florida Municipal 2020 Term Trust seller in Q3 2016 was Curi RMB Capital, an estimated $280K sold.

Based on aggregated 13F filings for Q3 2016.