Blackrock Ca Muni 2018 Term Tr
BJZ
BJZ was delisted on the 14th of December, 2018.
10 hedge funds and large institutions have $6.86M invested in Blackrock Ca Muni 2018 Term Tr in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
6% more capital invested
Capital invested by funds: $6.44M → $6.86M (+$411K)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$320K |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$200K |
| 3 |
RC
Roundview Capital
Princeton,
New Jersey
|
+$154K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$20.6K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.71K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$203K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$20.7K |
| 3 |
Citigroup
New York
|
-$7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $2.47M | -$20.7K | -1,344 | -0.8% |
|
|
2
Morgan Stanley
New York
| $2.04M | -$203K | -13,170 | -9% |
|
|
3
UBS Group
Zurich,
Switzerland
| $1.14M | +$320K | +20,762 | +38% |
|
|
4
Wells Fargo
San Francisco,
California
| $424K | +$20.6K | +1,338 | +5% |
|
|
RC
5
Roundview Capital
Princeton,
New Jersey
| $393K | +$154K | +10,000 | +63% |
|
|
LTFS
6
Ladenburg Thalmann Financial Services
Miami,
Florida
| $303K | +$200K | +13,000 | +186% |
|
|
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 | – | – | – |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $2K | +$1.71K | +111 | New |
|
|
11
Citigroup
New York
| – | -$7K | -491 | Closed |
|
BJZ Hedge Fund Activity: Q1 2015 in Review
10 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Blackrock Ca Muni 2018 Term Tr (BJZ) for Q1 2015, worth a combined $6.86M — up 6.4% from $6.44M a quarter earlier.
Fund positioning in BJZ was balanced in Q1 2015: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was UBS Group, adding an estimated $320K. The largest seller was Morgan Stanley, cutting an estimated $203K.
- 10 institutional investors held Blackrock Ca Muni 2018 Term Tr (BJZ) as of Q1 2015, unchanged from Q4 2014.
- Funds reported $6.86M of Blackrock Ca Muni 2018 Term Tr stock for Q1 2015, up 6.4% quarter-over-quarter.
- 1 fund opened new Blackrock Ca Muni 2018 Term Tr positions in Q1 2015 and 1 closed out, a net change of 0 holders.
- The largest Blackrock Ca Muni 2018 Term Tr buyer in Q1 2015 was UBS Group, an estimated $320K added.
- The largest Blackrock Ca Muni 2018 Term Tr seller in Q1 2015 was Morgan Stanley, an estimated $203K sold.
Based on aggregated 13F filings for Q1 2015.