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BFO

Blackrock Florida Municipal 2020 Term Trust

Delisted

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

19 hedge funds and large institutions have $12.1M invested in Blackrock Florida Municipal 2020 Term Trust in 2019 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

9% more capital invested

Capital invested by funds: $11M → $12.1M (+$1.03M)

5% less funds holding

Funds holding: 2019 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
8
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSL
1
Mackay Shields LLC
New York
$3.18M +$358K +25,207 +13%
Bank of America
2
Bank of America
North Carolina
$1.65M +$107K +7,546 +7%
KIM
3
Karpus Investment Management
New York
$1.38M
Wells Fargo
4
Wells Fargo
California
$1.21M +$896K +62,994 +290%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$752K -$126K -8,849 -14%
First Trust Advisors
6
First Trust Advisors
Illinois
$565K +$109K +7,632 +24%
NGA
7
Naples Global Advisors
Florida
$511K -$66.1K -4,650 -12%
CCP
8
Cardan Capital Partners
Colorado
$373K +$1.12K +79 +0.3%
HCM
9
Harvey Capital Management
Florida
$360K
Morgan Stanley
10
Morgan Stanley
New York
$349K +$213 +15 +0.1%
UBS Group
11
UBS Group
Switzerland
$347K +$31.8K +2,238 +10%
TIM
12
Tortoise Investment Management
New York
$299K +$64K +4,500 +27%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$239K -$12.8K -900 -5%
RJA
14
Raymond James & Associates
Florida
$233K
DWM
15
Dakota Wealth Management
Florida
$203K
NSIM
16
North Star Investment Management
Illinois
$165K
AA
17
Ancora Advisors
Ohio
$143K -$548K -38,500 -79%
RFA
18
Reilly Financial Advisors
California
$81K
RFC
19
Regions Financial Corp
Alabama
$12K
AIC
20
Ameritas Investment Company
Nebraska
-$8K -598 Closed

BFO Hedge Fund Activity: Q1 2019 in Review

19 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Blackrock Florida Municipal 2020 Term Trust (BFO) for Q1 2019, worth a combined $12.1M — up 9.3% from $11M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of BFO and 0 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 8 added.

The largest buyer was Wells Fargo, adding an estimated $896K. The largest seller was Ancora Advisors, cutting an estimated $548K.

  • 19 institutional investors held Blackrock Florida Municipal 2020 Term Trust (BFO) as of Q1 2019, down from 20 in Q4 2018.
  • Funds reported $12.1M of Blackrock Florida Municipal 2020 Term Trust stock for Q1 2019, up 9.3% quarter-over-quarter.
  • 0 funds opened new Blackrock Florida Municipal 2020 Term Trust positions in Q1 2019 and 1 closed out, a net change of -1 holder.
  • The largest Blackrock Florida Municipal 2020 Term Trust buyer in Q1 2019 was Wells Fargo, an estimated $896K added.
  • The largest Blackrock Florida Municipal 2020 Term Trust seller in Q1 2019 was Ancora Advisors, an estimated $548K sold.

Based on aggregated 13F filings for Q1 2019.