Blackrock Florida Municipal 2020 Term Trust
BFO was delisted on the 15th of December, 2020.
14 hedge funds and large institutions have $8.02M invested in Blackrock Florida Municipal 2020 Term Trust in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
8% more funds holding
Funds holding: 13 → 14 (+1)
4% more capital invested
Capital invested by funds: $7.74M → $8.02M (+$278K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NGA
Naples Global Advisors
Naples,
Florida
|
+$178K |
| 2 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$41.1K |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
+$30.1K |
| 4 |
Morgan Stanley
New York
|
+$11.1K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$647 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$50.6K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.77K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$15 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MSL
1
Mackay Shields LLC
New York
| $3.07M | – | – | – |
|
|
2
Bank of America
Charlotte,
North Carolina
| $1.28M | -$50.6K | -3,364 | -4% |
|
|
SIA
3
Sit Investment Associates
Minneapolis,
Minnesota
| $719K | – | – | – |
|
|
4
UBS Group
Zurich,
Switzerland
| $669K | -$4.77K | -317 | -0.7% |
|
|
NGA
5
Naples Global Advisors
Naples,
Florida
| $569K | +$178K | +11,804 | +46% |
|
|
6
Morgan Stanley
New York
| $413K | +$11.1K | +738 | +3% |
|
|
AA
7
Ancora Advisors
Cleveland,
Ohio
| $305K | +$41.1K | +2,733 | +16% |
|
|
NSIM
8
North Star Investment Management
Chicago,
Illinois
| $294K | – | – | – |
|
|
9
Wells Fargo
San Francisco,
California
| $221K | -$15 | -1 | -0% |
|
10
LPL Financial
San Diego,
California
| $164K | – | – | – |
|
|
11
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $159K | +$647 | +43 | +0.4% |
|
|
NFG
12
Next Financial Group
Houston,
Texas
| $83K | +$30.1K | +2,000 | +57% |
|
|
ASN
13
Advisory Services Network
Atlanta,
Georgia
| $38K | +$37.6K | +2,500 | New |
|
14
Royal Bank of Canada
Toronto,
Ontario, Canada
| $29K | – | – | – |
|
BFO Hedge Fund Activity: Q1 2017 in Review
14 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Blackrock Florida Municipal 2020 Term Trust (BFO) for Q1 2017, worth a combined $8.02M — up 3.6% from $7.74M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new BFO positions and 0 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Naples Global Advisors, adding an estimated $178K. The largest seller was Bank of America, cutting an estimated $50.6K.
- 14 institutional investors held Blackrock Florida Municipal 2020 Term Trust (BFO) as of Q1 2017, up from 13 in Q4 2016.
- Funds reported $8.02M of Blackrock Florida Municipal 2020 Term Trust stock for Q1 2017, up 3.6% quarter-over-quarter.
- 1 fund opened new Blackrock Florida Municipal 2020 Term Trust positions in Q1 2017 and 0 closed out, a net change of +1 holder.
- The largest Blackrock Florida Municipal 2020 Term Trust buyer in Q1 2017 was Naples Global Advisors, an estimated $178K added.
- The largest Blackrock Florida Municipal 2020 Term Trust seller in Q1 2017 was Bank of America, an estimated $50.6K sold.
Based on aggregated 13F filings for Q1 2017.