BlackRock Virginia Muni Bond Trust
12 hedge funds and large institutions have $1.88M invested in BlackRock Virginia Muni Bond Trust in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
9% more funds holding
Funds holding: 11 → 12 (+1)
1.5% less ownership
Funds ownership: 12.14% → 10.63% (-1.5%)
12% less capital invested
Capital invested by funds: $2.12M → $1.88M (-$244K)
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$83.8K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$44.6K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$13.4K |
| 4 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$3.27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$224K |
| 2 |
SCM
Saba Capital Management
New York
|
-$168K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$13.9K |
| 4 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$2.18K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$11 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCM
1
Saba Capital Management
New York
| $926K | -$168K | -15,470 | -15% |
|
|
MC
2
Matisse Capital
Portland,
Oregon
| $449K | – | – | – |
|
|
LSC
3
Logan Stone Capital
Chicago,
Illinois
| $131K | -$2.18K | -200 | -2% |
|
|
4
Morgan Stanley
New York
| $98.8K | -$224K | -20,556 | -70% |
|
|
GWM
5
Geneos Wealth Management
Englewood,
Colorado
| $84.3K | +$83.8K | +7,696 | New |
|
|
6
Osaic Holdings
Scottsdale,
Arizona
| $52.6K | +$44.6K | +4,100 | +586% |
|
|
7
UBS Group
Zurich,
Switzerland
| $38.4K | -$13.9K | -1,281 | -27% |
|
|
CWP
8
Concord Wealth Partners
Abingdon,
Virginia
| $32.9K | – | – | – |
|
|
SSB
9
Sandy Spring Bank
Olney,
Maryland
| $21.3K | – | – | – |
|
|
SWM
10
Spire Wealth Management
Mclean,
Virginia
| $18.6K | – | – | – |
|
|
WAM
11
Wolverine Asset Management
Chicago,
Illinois
| $13.5K | +$13.4K | +1,233 | New |
|
|
BBPWM
12
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $9.86K | +$3.27K | +300 | +50% |
|
|
13
Wells Fargo
San Francisco,
California
| $3 | -$11 | -1 | Closed |
|
BHV Hedge Fund Activity: Q1 2024 in Review
12 of the 6,946 institutional investors tracked by Wall St. Rank reported a position in BlackRock Virginia Muni Bond Trust (BHV) for Q1 2024, worth a combined $1.88M — down 12% from $2.12M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new BHV positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 4 trimmed.
The largest buyer was Geneos Wealth Management, opening a new position worth an estimated $83.8K. The largest seller was Morgan Stanley, cutting an estimated $224K.
- 12 institutional investors held BlackRock Virginia Muni Bond Trust (BHV) as of Q1 2024, up from 11 in Q4 2023.
- Funds reported $1.88M of BlackRock Virginia Muni Bond Trust stock for Q1 2024, down 12% quarter-over-quarter.
- 2 funds opened new BlackRock Virginia Muni Bond Trust positions in Q1 2024 and 1 closed out, a net change of +1 holder.
- The largest BlackRock Virginia Muni Bond Trust buyer in Q1 2024 was Geneos Wealth Management, an estimated $83.8K added.
- The largest BlackRock Virginia Muni Bond Trust seller in Q1 2024 was Morgan Stanley, an estimated $224K sold.
Based on aggregated 13F filings for Q1 2024.