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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 $13.4M invested in Blackrock Florida Municipal 2020 Term Trust in 2019 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

12% more capital invested

Capital invested by funds: $12M → $13.4M (+$1.39M)

5% more funds holding

Funds holding: 1920 (+1)

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
3
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSL
1
Mackay Shields LLC
New York
$3.22M
Wells Fargo
2
Wells Fargo
California
$2.02M -$29K -1,999 -1%
BCA
3
Biltmore Capital Advisors
New Jersey
$1.5M +$1.5M +103,554 New
Bank of America
4
Bank of America
North Carolina
$1.41M -$157K -10,822 -10%
KIM
5
Karpus Investment Management
New York
$1.34M -$58.1K -4,000 -4%
First Trust Advisors
6
First Trust Advisors
Illinois
$589K -$44.6K -3,073 -7%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$482K +$208K +14,355 +76%
CCP
8
Cardan Capital Partners
Colorado
$379K +$885 +61 +0.2%
HCM
9
Harvey Capital Management
Florida
$364K
Morgan Stanley
10
Morgan Stanley
New York
$301K +$91.5K +6,300 +43%
UBS Group
11
UBS Group
Switzerland
$295K -$25.7K -1,772 -8%
ECM
12
Elgethun Capital Management
South Dakota
$255K
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$241K
RJA
14
Raymond James & Associates
Florida
$220K -$25.4K -1,750 -10%
DWM
15
Dakota Wealth Management
Florida
$205K
OCA
16
Otter Creek Advisors
Florida
$192K +$192K +13,247 New
NSIM
17
North Star Investment Management
Illinois
$166K
TIM
18
Tortoise Investment Management
New York
$106K -$67.5K -4,651 -39%
RFA
19
Reilly Financial Advisors
California
$82K
FWM
20
FSA Wealth Management
Massachusetts
$5K +$4.6K +317 New
NGA
21
Naples Global Advisors
Florida
-$236K -16,400 Closed
AIC
22
Ameritas Investment Company
Nebraska
-$9K -598 Closed

BFO Hedge Fund Activity: Q4 2019 in Review

20 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Blackrock Florida Municipal 2020 Term Trust (BFO) for Q4 2019, worth a combined $13.4M — up 12% from $12M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new BFO positions and 2 closed out — a net gain of 1 holder — while 3 added to existing stakes and 7 trimmed.

The largest buyer was Biltmore Capital Advisors, opening a new position worth an estimated $1.5M. The largest seller was Naples Global Advisors, exiting entirely with an estimated $236K sold.

  • 20 institutional investors held Blackrock Florida Municipal 2020 Term Trust (BFO) as of Q4 2019, up from 19 in Q3 2019.
  • Funds reported $13.4M of Blackrock Florida Municipal 2020 Term Trust stock for Q4 2019, up 12% quarter-over-quarter.
  • 3 funds opened new Blackrock Florida Municipal 2020 Term Trust positions in Q4 2019 and 2 closed out, a net change of +1 holder.
  • The largest Blackrock Florida Municipal 2020 Term Trust buyer in Q4 2019 was Biltmore Capital Advisors, an estimated $1.5M added.
  • The largest Blackrock Florida Municipal 2020 Term Trust seller in Q4 2019 was Naples Global Advisors, an estimated $236K sold.

Based on aggregated 13F filings for Q4 2019.