Blackrock Ca Muni 2018 Term Tr
BJZ
BJZ was delisted on the 14th of December, 2018.
9 hedge funds and large institutions have $4.92M invested in Blackrock Ca Muni 2018 Term Tr in 2013 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
19% more capital invested
Capital invested by funds: $4.14M → $4.92M (+$776K)
10% less funds holding
Funds holding: 10 → 9 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$520K |
| 2 |
Morgan Stanley
New York
|
+$208K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$125K |
| 4 |
Citigroup
New York
|
+$7.91K |
| 5 |
NES
New England Securities
New York
|
+$294 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$194K |
| 2 |
U
UBS
Zurich,
Switzerland
|
-$9.8K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $2.08M | +$208K | +13,435 | +11% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $1.14M | +$520K | +33,570 | +86% |
|
|
U
3
UBS
Zurich,
Switzerland
| $773K | -$9.8K | -633 | -1% |
|
|
4
Wells Fargo
San Francisco,
California
| $557K | +$125K | +8,067 | +30% |
|
|
5
LPL Financial
San Diego,
California
| $300K | -$194K | -12,550 | -39% |
|
|
NES
6
New England Securities
New York
| $30K | +$294 | +19 | +1% |
|
|
PAS
7
Partnervest Advisory Services
Santa Barbara,
California
| $20K | – | – | – |
|
|
AA
8
Apriem Advisors
Irvine,
California
| $12K | – | – | – |
|
|
9
Citigroup
New York
| $10K | +$7.91K | +511 | +373% |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| – | -$2K | -100 | Closed |
|
BJZ Hedge Fund Activity: Q3 2013 in Review
9 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Blackrock Ca Muni 2018 Term Tr (BJZ) for Q3 2013, worth a combined $4.92M — up 19% from $4.14M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of BJZ and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 5 added.
The largest buyer was Bank of America, adding an estimated $520K. The largest seller was LPL Financial, cutting an estimated $194K.
- 9 institutional investors held Blackrock Ca Muni 2018 Term Tr (BJZ) as of Q3 2013, down from 10 in Q2 2013.
- Funds reported $4.92M of Blackrock Ca Muni 2018 Term Tr stock for Q3 2013, up 19% quarter-over-quarter.
- 0 funds opened new Blackrock Ca Muni 2018 Term Tr positions in Q3 2013 and 1 closed out, a net change of -1 holder.
- The largest Blackrock Ca Muni 2018 Term Tr buyer in Q3 2013 was Bank of America, an estimated $520K added.
- The largest Blackrock Ca Muni 2018 Term Tr seller in Q3 2013 was LPL Financial, an estimated $194K sold.
Based on aggregated 13F filings for Q3 2013.