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BFO

Blackrock Florida Municipal 2020 Term Trust

Delisted

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

24 hedge funds and large institutions have $15.4M invested in Blackrock Florida Municipal 2020 Term Trust in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

20% more funds holding

Funds holding: 2024 (+4)

15% more capital invested

Capital invested by funds: $13.4M → $15.4M (+$2.03M)

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
5
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
$2.71M -$504K -34,857 -16%
Wells Fargo
2
Wells Fargo
California
$2.41M +$394K +27,241 +19%
BCA
3
Biltmore Capital Advisors
New Jersey
$2.12M +$630K +43,582 +42%
MFS
4
Mirabella Financial Services
United Kingdom
$1.48M +$1.48M +102,279 New
Bank of America
5
Bank of America
North Carolina
$1.3M -$101K -7,015 -7%
OCA
6
Otter Creek Advisors
Florida
$627K +$437K +30,236 +228%
First Trust Advisors
7
First Trust Advisors
Illinois
$614K +$26.9K +1,858 +5%
Morgan Stanley
8
Morgan Stanley
New York
$478K +$178K +12,280 +59%
KIM
9
Karpus Investment Management
New York
$424K -$910K -62,943 -68%
CCP
10
Cardan Capital Partners
Colorado
$379K +$361 +25 +0.1%
HCM
11
Harvey Capital Management
Florida
$363K
RJA
12
Raymond James & Associates
Florida
$363K +$144K +9,948 +65%
RCM
13
Rivernorth Capital Management
Florida
$340K +$340K +23,538 New
IAP
14
Indie Asset Partners
Indiana
$322K +$322K +22,284 New
UBS Group
15
UBS Group
Switzerland
$256K -$38K -2,630 -13%
ECM
16
Elgethun Capital Management
South Dakota
$254K
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$241K
DWM
18
Dakota Wealth Management
Florida
$204K
HF
19
HRT Financial
New York
$189K +$190K +13,119 New
NSIM
20
North Star Investment Management
Illinois
$166K
RFA
21
Reilly Financial Advisors
California
$82K
TIM
22
Tortoise Investment Management
New York
$65K -$40.5K -2,800 -38%
AIC
23
Ameritas Investment Company
Nebraska
$9K +$8.65K +598 New
FWM
24
FSA Wealth Management
Massachusetts
$5K
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$482K -33,312 Closed

BFO Hedge Fund Activity: Q1 2020 in Review

24 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Blackrock Florida Municipal 2020 Term Trust (BFO) for Q1 2020, worth a combined $15.4M — up 15% from $13.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BFO positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Mirabella Financial Services, opening a new position worth an estimated $1.48M. The largest seller was Karpus Investment Management, cutting an estimated $910K.

  • 24 institutional investors held Blackrock Florida Municipal 2020 Term Trust (BFO) as of Q1 2020, up from 20 in Q4 2019.
  • Funds reported $15.4M of Blackrock Florida Municipal 2020 Term Trust stock for Q1 2020, up 15% quarter-over-quarter.
  • 5 funds opened new Blackrock Florida Municipal 2020 Term Trust positions in Q1 2020 and 1 closed out, a net change of +4 holders.
  • The largest Blackrock Florida Municipal 2020 Term Trust buyer in Q1 2020 was Mirabella Financial Services, an estimated $1.48M added.
  • The largest Blackrock Florida Municipal 2020 Term Trust seller in Q1 2020 was Karpus Investment Management, an estimated $910K sold.

Based on aggregated 13F filings for Q1 2020.