Blackrock Florida Municipal 2020 Term Trust
BFO was delisted on the 15th of December, 2020.
13 hedge funds and large institutions have $7.74M invested in Blackrock Florida Municipal 2020 Term Trust in 2016 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 0 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
2% more capital invested
Capital invested by funds: $7.6M → $7.74M (+$142K)
0% more funds holding
Funds holding: 13 → 13 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$158K |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$128K |
| 3 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$45.3K |
| 4 |
Morgan Stanley
New York
|
+$44.6K |
| 5 |
NGA
Naples Global Advisors
Naples,
Florida
|
+$18.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$40K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$35.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MSL
1
Mackay Shields LLC
New York
| $3.06M | – | – | – |
|
|
2
Bank of America
Charlotte,
North Carolina
| $1.33M | -$40K | -2,648 | -3% |
|
|
SIA
3
Sit Investment Associates
Minneapolis,
Minnesota
| $716K | +$128K | +8,508 | +22% |
|
|
4
UBS Group
Zurich,
Switzerland
| $670K | -$35.3K | -2,340 | -5% |
|
|
5
Morgan Stanley
New York
| $399K | +$44.6K | +2,957 | +13% |
|
|
NGA
6
Naples Global Advisors
Naples,
Florida
| $389K | +$18.9K | +1,250 | +5% |
|
|
NSIM
7
North Star Investment Management
Chicago,
Illinois
| $293K | – | – | – |
|
|
AA
8
Ancora Advisors
Cleveland,
Ohio
| $263K | +$45.3K | +3,000 | +21% |
|
9
Wells Fargo
San Francisco,
California
| $220K | +$14.5K | +960 | +7% |
|
10
LPL Financial
San Diego,
California
| $163K | – | – | – |
|
|
11
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $158K | +$158K | +10,500 | New |
|
|
NFG
12
Next Financial Group
Houston,
Texas
| $53K | – | – | – |
|
13
Royal Bank of Canada
Toronto,
Ontario, Canada
| $29K | +$4.53K | +300 | +19% |
|
BFO Hedge Fund Activity: Q4 2016 in Review
13 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Blackrock Florida Municipal 2020 Term Trust (BFO) for Q4 2016, worth a combined $7.74M — up 1.9% from $7.6M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new BFO positions and 0 closed out — a net gain of 1 holder — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $158K. The largest seller was Bank of America, cutting an estimated $40K.
- 13 institutional investors held Blackrock Florida Municipal 2020 Term Trust (BFO) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $7.74M of Blackrock Florida Municipal 2020 Term Trust stock for Q4 2016, up 1.9% quarter-over-quarter.
- 1 fund opened new Blackrock Florida Municipal 2020 Term Trust positions in Q4 2016 and 0 closed out, a net change of +1 holder.
- The largest Blackrock Florida Municipal 2020 Term Trust buyer in Q4 2016 was Northwestern Mutual Wealth Management, an estimated $158K added.
- The largest Blackrock Florida Municipal 2020 Term Trust seller in Q4 2016 was Bank of America, an estimated $40K sold.
Based on aggregated 13F filings for Q4 2016.