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BFO

Blackrock Florida Municipal 2020 Term Trust

Delisted

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

21 hedge funds and large institutions have $16.8M invested in Blackrock Florida Municipal 2020 Term Trust in 2020 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $17.7M → $16.8M (-$956K)

16% less funds holding

Funds holding: 2521 (-4)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 4

Holders
21
Holders Change
-4
Holders Change %
-16%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
5
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$3.17M -$48.6K -3,300 -2%
MSL
2
Mackay Shields LLC
New York
$2.76M
BCA
3
Biltmore Capital Advisors
New Jersey
$2.25M -$116K -7,887 -5%
Wells Fargo
4
Wells Fargo
California
$1.85M -$615K -41,692 -25%
Bank of America
5
Bank of America
North Carolina
$1.5M +$107K +7,273 +8%
First Trust Advisors
6
First Trust Advisors
Illinois
$731K +$64.3K +4,359 +10%
OCA
7
Otter Creek Advisors
Florida
$641K -$339 -23 -0.1%
IAP
8
Indie Asset Partners
Indiana
$516K -$160K -10,862 -24%
Morgan Stanley
9
Morgan Stanley
New York
$478K -$10.3K -700 -2%
HCM
10
Harvey Capital Management
Florida
$408K
RJA
11
Raymond James & Associates
Florida
$396K -$179K -12,135 -31%
CCP
12
Cardan Capital Partners
Colorado
$387K +$44 +3 +0%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$303K +$114K +7,708 +60%
ECM
14
Elgethun Capital Management
South Dakota
$260K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$246K
UBS Group
16
UBS Group
Switzerland
$233K
DWM
17
Dakota Wealth Management
Florida
$209K
NSIM
18
North Star Investment Management
Illinois
$170K
SSWM
19
Sheets Smith Wealth Management
North Carolina
$161K +$7.37K +500 +5%
RFA
20
Reilly Financial Advisors
California
$64K
SW
21
SVB Wealth
Massachusetts
$26K
TIM
22
Tortoise Investment Management
New York
-$58K -3,898 Closed
BFIM
23
Beese Fulmer Investment Management
Ohio
-$30K -2,000 Closed
PAG
24
Private Advisor Group
New Jersey
-$7K -500 Closed
FWM
25
FSA Wealth Management
Massachusetts
-$5K -317 Closed

BFO Hedge Fund Activity: Q3 2020 in Review

21 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Blackrock Florida Municipal 2020 Term Trust (BFO) for Q3 2020, worth a combined $16.8M — down 5.4% from $17.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of BFO and 0 opened new positions — a net loss of 4 holders — while 7 trimmed existing stakes and 5 added.

The largest buyer was Susquehanna International Group, adding an estimated $114K. The largest seller was Wells Fargo, cutting an estimated $615K.

  • 21 institutional investors held Blackrock Florida Municipal 2020 Term Trust (BFO) as of Q3 2020, down from 25 in Q2 2020.
  • Funds reported $16.8M of Blackrock Florida Municipal 2020 Term Trust stock for Q3 2020, down 5.4% quarter-over-quarter.
  • 0 funds opened new Blackrock Florida Municipal 2020 Term Trust positions in Q3 2020 and 4 closed out, a net change of -4 holders.
  • The largest Blackrock Florida Municipal 2020 Term Trust buyer in Q3 2020 was Susquehanna International Group, an estimated $114K added.
  • The largest Blackrock Florida Municipal 2020 Term Trust seller in Q3 2020 was Wells Fargo, an estimated $615K sold.

Based on aggregated 13F filings for Q3 2020.