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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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19 hedge funds and large institutions have $8.76M invested in Blackrock Florida Municipal 2020 Term Trust in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

6% more funds holding

Funds holding: 18 → 19 (+1)

5% more capital invested

Capital invested by funds: $8.34M → $8.76M (+$411K)

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
8
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$209K
2
AA
Ancora Advisors
Ohio
+$153K
3
Bank of America
Bank of America
North Carolina
+$63.8K
4
First Trust Advisors
First Trust Advisors
Illinois
+$50.7K
5
NGA
Naples Global Advisors
Florida
+$47.1K

Top Sellers

Rank Fund Capital Flow
1
CCP
Cardan Capital Partners
Colorado
-$165K
2
UBS Group
UBS Group
Switzerland
-$10.9K
3
ASN
Advisory Services Network
Georgia
-$2.44K
Name Holding Trade Value Shares
Change 		Change in
Stake
MSL
1
Mackay Shields LLC
New York
$2.68M – – –
Bank of America
2
Bank of America
North Carolina
$1.33M +$63.8K +4,471 +5%
NGA
3
Naples Global Advisors
Florida
$714K +$47.1K +3,300 +7%
AA
4
Ancora Advisors
Ohio
$702K +$153K +10,709 +28%
Morgan Stanley
5
Morgan Stanley
New York
$443K +$143 +10 +0%
First Trust Advisors
6
First Trust Advisors
Illinois
$382K +$50.7K +3,551 +15%
CCP
7
Cardan Capital Partners
Colorado
$369K -$165K -11,574 -31%
UBS Group
8
UBS Group
Switzerland
$367K -$10.9K -765 -3%
HCM
9
Harvey Capital Management
Florida
$359K – – –
Wells Fargo
10
Wells Fargo
California
$310K +$14 +1 +0%
NSIM
11
North Star Investment Management
Illinois
$278K – – –
KIM
12
Karpus Investment Management
New York
$209K +$209K +14,613 New
TIM
13
Tortoise Investment Management
New York
$201K +$40K +2,800 +25%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$155K +$842 +59 +0.5%
SIA
15
Sit Investment Associates
Minnesota
$150K – – –
ASN
16
Advisory Services Network
Georgia
$33K -$2.44K -171 -7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$32K – – –
RFC
18
Regions Financial Corp
Alabama
$23K – – –
SEI Investments
19
SEI Investments
Pennsylvania
$14K – – –

BFO Hedge Fund Activity: Q2 2018 in Review

19 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Blackrock Florida Municipal 2020 Term Trust (BFO) for Q2 2018, worth a combined $8.76M — up 4.9% from $8.34M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new BFO positions and 0 closed out — a net gain of 1 holder — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $209K. The largest seller was Cardan Capital Partners, cutting an estimated $165K.

  • 19 institutional investors held Blackrock Florida Municipal 2020 Term Trust (BFO) as of Q2 2018, up from 18 in Q1 2018.
  • Funds reported $8.76M of Blackrock Florida Municipal 2020 Term Trust stock for Q2 2018, up 4.9% quarter-over-quarter.
  • 1 fund opened new Blackrock Florida Municipal 2020 Term Trust positions in Q2 2018 and 0 closed out, a net change of +1 holder.
  • The largest Blackrock Florida Municipal 2020 Term Trust buyer in Q2 2018 was Karpus Investment Management, an estimated $209K added.
  • The largest Blackrock Florida Municipal 2020 Term Trust seller in Q2 2018 was Cardan Capital Partners, an estimated $165K sold.

Based on aggregated 13F filings for Q2 2018.