Blackrock Ca Muni 2018 Term Tr
BJZ
BJZ was delisted on the 14th of December, 2018.
10 hedge funds and large institutions have $6.44M invested in Blackrock Ca Muni 2018 Term Tr in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 0 reducing their positions, and 3 closing their positions.
14% more capital invested
Capital invested by funds: $5.65M → $6.44M (+$793K)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
17% less funds holding
Funds holding: 12 → 10 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$434K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$432K |
| 3 |
RC
Roundview Capital
Princeton,
New Jersey
|
+$245K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$107K |
| 5 |
Citigroup
New York
|
+$6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$236K |
| 2 |
VKH
Virtu KCG Holdings
New York
|
-$158K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $2.51M | +$432K | +28,145 | +21% |
|
|
2
Morgan Stanley
New York
| $2.25M | +$434K | +28,326 | +24% |
|
3
UBS Group
Zurich,
Switzerland
| $835K | +$840K | +54,774 | New |
|
4
Wells Fargo
San Francisco,
California
| $406K | +$31 | +2 | +0% |
|
|
RC
5
Roundview Capital
Princeton,
New Jersey
| $244K | +$245K | +16,000 | New |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $107K | +$107K | +7,000 | New |
|
|
DADC
7
D.A. Davidson & Co
Great Falls,
Montana
| $45K | – | – | – |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $30K | – | – | – |
|
|
AA
9
Apriem Advisors
Irvine,
California
| $12K | – | – | – |
|
|
10
Citigroup
New York
| $7K | +$6K | +391 | +391% |
|
|
11
LPL Financial
San Diego,
California
| – | -$236K | -15,500 | Closed |
|
|
VKH
12
Virtu KCG Holdings
New York
| – | -$158K | -10,347 | Closed |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| – | -$2K | -100 | Closed |
|
BJZ Hedge Fund Activity: Q4 2014 in Review
10 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Blackrock Ca Muni 2018 Term Tr (BJZ) for Q4 2014, worth a combined $6.44M — up 14% from $5.65M a quarter earlier.
Fund positioning in BJZ was balanced in Q4 2014: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 0 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $434K. The largest seller was LPL Financial, exiting entirely with an estimated $236K sold.
- 10 institutional investors held Blackrock Ca Muni 2018 Term Tr (BJZ) as of Q4 2014, down from 12 in Q3 2014.
- Funds reported $6.44M of Blackrock Ca Muni 2018 Term Tr stock for Q4 2014, up 14% quarter-over-quarter.
- 3 funds opened new Blackrock Ca Muni 2018 Term Tr positions in Q4 2014 and 3 closed out, a net change of 0 holders.
- The largest Blackrock Ca Muni 2018 Term Tr buyer in Q4 2014 was Morgan Stanley, an estimated $434K added.
- The largest Blackrock Ca Muni 2018 Term Tr seller in Q4 2014 was LPL Financial, an estimated $236K sold.
Based on aggregated 13F filings for Q4 2014.