Blackrock Ca Muni 2018 Term Tr
BJZ
BJZ was delisted on the 14th of December, 2018.
12 hedge funds and large institutions have $5.21M invested in Blackrock Ca Muni 2018 Term Tr in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 0 closing their positions.
33% more funds holding
Funds holding: 9 → 12 (+3)
33% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 3
6% more capital invested
Capital invested by funds: $4.92M → $5.21M (+$294K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$328K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$41.3K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$31.3K |
| 4 |
Morgan Stanley
New York
|
+$25.4K |
| 5 |
Citigroup
New York
|
+$16.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$94K |
| 2 |
LPL Financial
San Diego,
California
|
-$65K |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$20.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $2.1M | +$25.4K | +1,618 | +1% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $1.47M | +$328K | +20,930 | +29% |
|
|
U
3
UBS
Zurich,
Switzerland
| $754K | -$20.9K | -1,335 | -3% |
|
|
4
Wells Fargo
San Francisco,
California
| $464K | -$94K | -5,999 | -17% |
|
|
5
LPL Financial
San Diego,
California
| $238K | -$65K | -4,150 | -22% |
|
|
6
Ameriprise
Minneapolis,
Minnesota
| $42K | +$41.3K | +2,635 | New |
|
|
7
Royal Bank of Canada
Toronto,
Ontario, Canada
| $32K | +$31.3K | +2,000 | New |
|
|
NES
8
New England Securities
New York
| $30K | +$282 | +18 | +1% |
|
|
9
Citigroup
New York
| $27K | +$16.6K | +1,057 | +163% |
|
|
PAS
10
Partnervest Advisory Services
Santa Barbara,
California
| $21K | – | – | – |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $16K | +$16.1K | +1,027 | New |
|
|
AA
12
Apriem Advisors
Irvine,
California
| $12K | – | – | – |
|
BJZ Hedge Fund Activity: Q4 2013 in Review
12 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Blackrock Ca Muni 2018 Term Tr (BJZ) for Q4 2013, worth a combined $5.21M — up 6% from $4.92M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BJZ positions and 0 closed out — a net gain of 3 holders — while 4 added to existing stakes and 3 trimmed.
The largest buyer was Bank of America, adding an estimated $328K. The largest seller was Wells Fargo, cutting an estimated $94K.
- 12 institutional investors held Blackrock Ca Muni 2018 Term Tr (BJZ) as of Q4 2013, up from 9 in Q3 2013.
- Funds reported $5.21M of Blackrock Ca Muni 2018 Term Tr stock for Q4 2013, up 6% quarter-over-quarter.
- 3 funds opened new Blackrock Ca Muni 2018 Term Tr positions in Q4 2013 and 0 closed out, a net change of +3 holders.
- The largest Blackrock Ca Muni 2018 Term Tr buyer in Q4 2013 was Bank of America, an estimated $328K added.
- The largest Blackrock Ca Muni 2018 Term Tr seller in Q4 2013 was Wells Fargo, an estimated $94K sold.
Based on aggregated 13F filings for Q4 2013.