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BFO

Blackrock Florida Municipal 2020 Term Trust

Delisted

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

20 hedge funds and large institutions have $11M invested in Blackrock Florida Municipal 2020 Term Trust in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

24% more capital invested

Capital invested by funds: $8.86M → $11M (+$2.17M)

11% more funds holding

Funds holding: 1820 (+2)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
11
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSL
1
Mackay Shields LLC
New York
$2.77M +$136K +9,650 +5%
Bank of America
2
Bank of America
North Carolina
$1.51M -$36.2K -2,569 -2%
KIM
3
Karpus Investment Management
New York
$1.35M +$962K +68,344 +244%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$862K +$704K +49,995 +440%
AA
5
Ancora Advisors
Ohio
$681K +$141K +10,000 +26%
NGA
6
Naples Global Advisors
Florida
$571K -$118K -8,394 -17%
First Trust Advisors
7
First Trust Advisors
Illinois
$447K +$85.3K +6,063 +24%
CCP
8
Cardan Capital Partners
Colorado
$365K +$1.11K +79 +0.3%
HCM
9
Harvey Capital Management
Florida
$353K
Morgan Stanley
10
Morgan Stanley
New York
$343K +$18.7K +1,326 +6%
UBS Group
11
UBS Group
Switzerland
$309K -$24.9K -1,767 -7%
Wells Fargo
12
Wells Fargo
California
$304K +$14 +1 +0%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$247K +$220K +15,668 +825%
TIM
14
Tortoise Investment Management
New York
$230K
RJA
15
Raymond James & Associates
Florida
$228K +$229K +16,265 New
DWM
16
Dakota Wealth Management
Florida
$198K +$55.6K +3,949 +39%
NSIM
17
North Star Investment Management
Illinois
$161K -$113K -8,000 -41%
RFA
18
Reilly Financial Advisors
California
$79K +$42.2K +3,000 +113%
RFC
19
Regions Financial Corp
Alabama
$11K -$11.5K -817 -50%
AIC
20
Ameritas Investment Company
Nebraska
$8K +$8.41K +598 New

BFO Hedge Fund Activity: Q4 2018 in Review

20 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Blackrock Florida Municipal 2020 Term Trust (BFO) for Q4 2018, worth a combined $11M — up 24% from $8.86M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new BFO positions and 0 closed out — a net gain of 2 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $962K. The largest seller was Naples Global Advisors, cutting an estimated $118K.

  • 20 institutional investors held Blackrock Florida Municipal 2020 Term Trust (BFO) as of Q4 2018, up from 18 in Q3 2018.
  • Funds reported $11M of Blackrock Florida Municipal 2020 Term Trust stock for Q4 2018, up 24% quarter-over-quarter.
  • 2 funds opened new Blackrock Florida Municipal 2020 Term Trust positions in Q4 2018 and 0 closed out, a net change of +2 holders.
  • The largest Blackrock Florida Municipal 2020 Term Trust buyer in Q4 2018 was Karpus Investment Management, an estimated $962K added.
  • The largest Blackrock Florida Municipal 2020 Term Trust seller in Q4 2018 was Naples Global Advisors, an estimated $118K sold.

Based on aggregated 13F filings for Q4 2018.