Blackrock Ca Muni 2018 Term Tr
BJZ
BJZ was delisted on the 14th of December, 2018.
12 hedge funds and large institutions have $5.1M invested in Blackrock Ca Muni 2018 Term Tr in 2014 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 1 closing their positions.
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
2% less capital invested
Capital invested by funds: $5.21M → $5.1M (-$114K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$175K |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$171K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$3.56K |
| 4 |
NES
New England Securities
New York
|
+$274 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$462K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$16K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$5.44K |
| 4 |
Citigroup
New York
|
-$145 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $1.66M | -$462K | -28,739 | -22% |
|
|
2
Bank of America
Charlotte,
North Carolina
| $1.65M | +$175K | +10,879 | +12% |
|
|
U
3
UBS
Zurich,
Switzerland
| $760K | +$3.56K | +221 | +0.5% |
|
|
4
Wells Fargo
San Francisco,
California
| $460K | -$5.44K | -338 | -1% |
|
5
LPL Financial
San Diego,
California
| $239K | – | – | – |
|
|
EWA
6
EP Wealth Advisors
Torrance,
California
| $168K | +$171K | +10,600 | New |
|
7
Ameriprise
Minneapolis,
Minnesota
| $42K | – | – | – |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $32K | – | – | – |
|
|
NES
9
New England Securities
New York
| $31K | +$274 | +17 | +0.9% |
|
|
10
Citigroup
New York
| $27K | -$145 | -9 | -0.5% |
|
|
PAS
11
Partnervest Advisory Services
Santa Barbara,
California
| $21K | – | – | – |
|
|
AA
12
Apriem Advisors
Irvine,
California
| $12K | – | – | – |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| – | -$16K | -1,027 | Closed |
|
BJZ Hedge Fund Activity: Q1 2014 in Review
12 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Blackrock Ca Muni 2018 Term Tr (BJZ) for Q1 2014, worth a combined $5.1M — down 2.2% from $5.21M a quarter earlier.
Fund positioning in BJZ was balanced in Q1 2014: 1 fund opened new positions, 1 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was Bank of America, adding an estimated $175K. The largest seller was Morgan Stanley, cutting an estimated $462K.
- 12 institutional investors held Blackrock Ca Muni 2018 Term Tr (BJZ) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $5.1M of Blackrock Ca Muni 2018 Term Tr stock for Q1 2014, down 2.2% quarter-over-quarter.
- 1 fund opened new Blackrock Ca Muni 2018 Term Tr positions in Q1 2014 and 1 closed out, a net change of 0 holders.
- The largest Blackrock Ca Muni 2018 Term Tr buyer in Q1 2014 was Bank of America, an estimated $175K added.
- The largest Blackrock Ca Muni 2018 Term Tr seller in Q1 2014 was Morgan Stanley, an estimated $462K sold.
Based on aggregated 13F filings for Q1 2014.